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Jeppson Wealth Management’s JetBlue JBLU Stock Holding History

Jeppson 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 		$82K Hold
14,315
– – 0.02% 240
2026
Q1 		$63.3K Buy
14,315
+150
+1% +$761 0.02% 232
2025
Q4 		$64.5K Hold
14,165
– – 0.02% 223
2025
Q3 		$69.7K Buy
14,165
+5
+0% +$24 0.02% 220
2025
Q2 		$59.9K Buy
14,160
+210
+2% +$940 0.02% 206
2025
Q1 		$67.2K Buy
13,950
+300
+2% +$1.97K 0.02% 200
2024
Q4 		$107K Hold
13,650
– – 0.04% 194
2024
Q3 		$89.5K Buy
13,650
+1,850
+16% +$10.4K 0.03% 200
2024
Q2 		$71.9K Hold
11,800
– – 0.03% 198
2024
Q1 		$87.6K Buy
11,800
+50
+0.4% +$310 0.03% 204
2023
Q4 		$65.2K Buy
11,750
+1,025
+10% +$4.8K 0.03% 199
2023
Q3 		$49.3K Buy
10,725
+718
+7% +$4.72K 0.02% 182
2023
Q2 		$88.7K Sell
10,007
-25
-0.2% -$182 0.04% 190
2023
Q1 		$73K Sell
10,032
-2,700
-21% -$21.3K 0.03% 198
2022
Q4 		$82.5K Sell
12,732
-3,740
-23% -$27.3K 0.03% 202
2022
Q3 		$109K Sell
16,472
-2,413
-13% -$19.6K 0.05% 190
2022
Q2 		$158K Sell
18,885
-4,912
-21% -$52.5K 0.07% 185
2022
Q1 		$355K Buy
23,797
+397
+2% +$5.75K 0.17% 115
2021
Q4 		$333K Buy
23,400
+2,910
+14% +$42.8K 0.16% 112
2021
Q3 		$313K Buy
20,490
+5,748
+39% +$88.2K 0.16% 110
2021
Q2 		$247K Buy
14,742
+147
+1% +$2.85K 0.13% 129
2021
Q1 		$296K Sell
14,595
-40
-0.3% -$693 0.18% 106
2020
Q4 		$213K Buy
14,635
+3,010
+26% +$41.3K 0.14% 127
2020
Q3 		$132K Buy
+11,625
New +$130K 0.1% 147

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

Jeppson Wealth Management's JBLU Position: Q2 2026 in Review

Jeppson Wealth Management held its JetBlue (JBLU) position steady in Q2 2026 at 14,315 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #240.

Jeppson Wealth Management first reported a position in JBLU in Q3 2020 and has held it in 24 quarters since. The position peaked at $355K in Q1 2022. 382 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

  • Jeppson Wealth Management held 14,315 shares of JetBlue worth $82K as of Q2 2026.
  • Jeppson Wealth Management left its JetBlue share count unchanged in Q2 2026.
  • JetBlue made up 0.02% of Jeppson Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Jeppson Wealth Management first reported a position in JetBlue in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's JetBlue position peaked at $355K in Q1 2022.
  • 382 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.