Institute for Wealth Management’s JetBlue JBLU Stock Holding History

Institute for Wealth Management’s Portfolio JBLU Stock Details JBLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.1K	Buy	+2,986	New	+$15.2K	﹤0.01%	1177
2019 Q3	–	Sell	-10,339	Closed	-$191K	–	451
2019 Q2	$191K	Hold	10,339	–	–	0.04%	442
2019 Q1	$169K	Buy	+10,339	New	+$177K	0.04%	422
2018 Q4	–	Sell	-13,004	Closed	-$253K	–	304
2018 Q3	$253K	Buy	13,004 +302	+2%	+$5.73K	0.09%	197
2018 Q2	$245K	Sell	12,702 -144	-1%	-$2.77K	0.08%	205
2018 Q1	$250K	Sell	12,846 -822	-6%	-$17.5K	0.07%	244
2017 Q4	$306K	Sell	13,668 -14,417	-51%	-$295K	0.07%	301
2017 Q3	$525K	Sell	28,085 -616	-2%	-$12.9K	0.17%	178
2017 Q2	$657K	Buy	+28,701	New	+$631K	0.18%	182

Other funds holding JBLU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Institute for Wealth Management's JBLU Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in JetBlue (JBLU) in Q2 2026: 2,986 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in JBLU as recently as Q2 2019.

Institute for Wealth Management first reported a position in JBLU in Q2 2017 and has held it in 9 quarters since. The position peaked at $657K in Q2 2017. 383 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

Institute for Wealth Management held 2,986 shares of JetBlue worth $17.1K as of Q2 2026.
JetBlue was a new Institute for Wealth Management position in Q2 2026.
JetBlue made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1177 holding.
Institute for Wealth Management first reported a position in JetBlue in Q2 2017 and has held it in 9 quarters since.
Institute for Wealth Management's JetBlue position peaked at $657K in Q2 2017.
383 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.