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JP Morgan Private Wealth Advisors’s JetBlue JBLU Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$149K Sell
32,390
-13,321
-29% -$87.6K ﹤0.01% 1661
2023
Q2 		$405K Sell
45,711
-10,765
-19% -$78.2K ﹤0.01% 1117
2023
Q1 		$411K Sell
56,476
-29,961
-35% -$237K ﹤0.01% 1550
2022
Q4 		$560K Buy
86,437
+41,401
+92% +$302K ﹤0.01% 1428
2022
Q3 		$299K Buy
45,036
+19,699
+78% +$160K ﹤0.01% 1646
2022
Q2 		$212K Sell
25,337
-3,838
-13% -$41K ﹤0.01% 1800
2022
Q1 		$436K Sell
29,175
-9,259
-24% -$134K ﹤0.01% 1592
2021
Q4 		$547K Sell
38,434
-166,532
-81% -$2.45M ﹤0.01% 1513
2021
Q3 		$3.13M Buy
204,966
+144,465
+239% +$2.22M 0.01% 722
2021
Q2 		$1.01M Buy
60,501
+29,390
+94% +$569K ﹤0.01% 1193
2021
Q1 		$633K Buy
31,111
+3,282
+12% +$56.9K ﹤0.01% 1232
2020
Q4 		$405K Buy
27,829
+243
+0.9% +$3.33K ﹤0.01% 1373
2020
Q3 		$313K Buy
27,586
+375
+1% +$4.21K ﹤0.01% 1347
2020
Q2 		$297K Buy
+27,211
New +$268K ﹤0.01% 1306
2018
Q2 		– Sell
-10,822
Closed -$220K – 1497
2018
Q1 		$220K Sell
10,822
-381
-3% -$8.1K ﹤0.01% 1157
2017
Q4 		$250K Sell
11,203
-800
-7% -$16.3K ﹤0.01% 1111
2017
Q3 		$222K Buy
12,003
+350
+3% +$7.34K ﹤0.01% 1124
2017
Q2 		$266K Sell
11,653
-109,640
-90% -$2.41M ﹤0.01% 1057
2017
Q1 		$2.5M Buy
121,293
+101,781
+522% +$2.08M 0.02% 435
2016
Q4 		$437K Buy
+19,512
New +$385K ﹤0.01% 851
2016
Q2 		– Sell
-207,164
Closed -$4.38M – 1290
2016
Q1 		$4.38M Buy
207,164
+101,908
+97% +$2.14M 0.04% 266
2015
Q4 		$2.38M Sell
105,256
-6,107
-5% -$152K 0.02% 340
2015
Q3 		$2.87M Sell
111,363
-979
-0.9% -$23.1K 0.04% 287
2015
Q2 		$2.33M Buy
112,342
+9,287
+9% +$188K 0.03% 341
2015
Q1 		$1.98M Sell
103,055
-171
-0.2% -$2.91K 0.02% 383
2014
Q4 		$1.64M Buy
103,226
+787
+0.8% +$10.2K 0.02% 422
2014
Q3 		$1.09M Buy
+102,439
New +$1.17M 0.01% 494

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's JBLU Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its JetBlue (JBLU) stake by 29% in Q3 2023, selling an estimated $87.6K and leaving 32,390 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

JP Morgan Private Wealth Advisors first reported a position in JBLU in Q3 2014 and has held it in 27 quarters since. The position peaked at $4.38M in Q1 2016. 322 funds tracked by Wall St. Rank hold JBLU as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 32,390 shares of JetBlue worth $149K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 13,321 JetBlue shares in Q3 2023, an estimated $87.6K.
  • JetBlue made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1661 holding.
  • JP Morgan Private Wealth Advisors first reported a position in JetBlue in Q3 2014 and has held it in 27 quarters since.
  • JP Morgan Private Wealth Advisors's JetBlue position peaked at $4.38M in Q1 2016.
  • 322 funds tracked by Wall St. Rank held JetBlue as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.