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Integrated Wealth Concepts’s JetBlue JBLU Stock Holding History

Integrated Wealth Concepts’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 		$169K Buy
+29,563
New +$151K ﹤0.01% 2252
2025
Q1 		– Sell
-15,224
Closed -$120K – 1795
2024
Q4 		$120K Sell
15,224
-2,992
-16% -$20.3K ﹤0.01% 1648
2024
Q3 		$119K Sell
18,216
-13
-0.1% -$73 ﹤0.01% 1596
2024
Q2 		$111K Sell
18,229
-71
-0.4% -$428 ﹤0.01% 1573
2024
Q1 		$136K Buy
18,300
+3,561
+24% +$22.1K ﹤0.01% 1562
2023
Q4 		$81.8K Sell
14,739
-3,994
-21% -$18.7K ﹤0.01% 1536
2023
Q3 		$86.2K Sell
18,733
-68
-0.4% -$447 ﹤0.01% 1493
2023
Q2 		$167K Sell
18,801
-2,142
-10% -$15.6K ﹤0.01% 1450
2023
Q1 		$152K Buy
20,943
+5,162
+33% +$40.8K ﹤0.01% 1249
2022
Q4 		$102K Buy
15,781
+3,321
+27% +$24.3K ﹤0.01% 991
2022
Q3 		$83K Buy
12,460
+164
+1% +$1.33K ﹤0.01% 920
2022
Q2 		$103K Buy
12,296
+1,293
+12% +$13.8K ﹤0.01% 934
2022
Q1 		$164K Sell
11,003
-489
-4% -$7.08K 0.01% 895
2021
Q4 		$164K Buy
+11,492
New +$169K ﹤0.01% 949

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Integrated Wealth Concepts's JBLU Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in JetBlue (JBLU) in Q2 2026: 29,563 shares worth $169K. The stake represents ﹤0.01% of the portfolio and ranks #2252 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in JBLU as recently as Q4 2024.

Integrated Wealth Concepts first reported a position in JBLU in Q4 2021 and has held it in 14 quarters since. 382 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

  • Integrated Wealth Concepts held 29,563 shares of JetBlue worth $169K as of Q2 2026.
  • JetBlue was a new Integrated Wealth Concepts position in Q2 2026.
  • JetBlue made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2252 holding.
  • Integrated Wealth Concepts first reported a position in JetBlue in Q4 2021 and has held it in 14 quarters since.
  • 382 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.