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Legend Financial Advisors’s JetBlue JBLU Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-235
Closed -$1.85K – 140
2024
Q4 		$1.85K Buy
+235
New +$1.59K ﹤0.01% 198
2024
Q3 		– Sell
-235
Closed -$1.43K – 222
2024
Q2 		$1.43K Buy
+235
New +$1.42K ﹤0.01% 239

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legend Financial Advisors's JBLU Position: Q1 2025 in Review

Legend Financial Advisors sold out of JetBlue (JBLU) in Q1 2025, closing a stake of 235 shares — an estimated $1.85K sold.

Legend Financial Advisors first reported a position in JBLU in Q2 2024 and held it in 2 quarters. The position peaked at $1.85K in Q4 2024. 340 funds tracked by Wall St. Rank hold JBLU as of Q1 2025.

  • Legend Financial Advisors reported no remaining JetBlue position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 235 JetBlue shares in Q1 2025, an estimated $1.85K.
  • Legend Financial Advisors first reported a position in JetBlue in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's JetBlue position peaked at $1.85K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held JetBlue as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.