LPL Financial
JBLU icon

LPL Financial’s JetBlue JBLU Stock Holding History

LPL Financial’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
Q1 		– Sell
-40,000
Closed -$259K – 4534
2022
Q4 		$259K Hold
40,000
– – ﹤0.01% 3773
2022
Q3 		$265K Hold
40,000
– – ﹤0.01% 3706
2022
Q2 		$335K Buy
+40,000
New +$428K ﹤0.01% 3546

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

LPL Financial's JBLU Position: Q1 2026 in Review

LPL Financial increased its JetBlue (JBLU) stake by 33% in Q1 2026, buying an estimated $157K and bringing the position to 125,622 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #4669.

LPL Financial first reported a position in JBLU in Q3 2013 and has held it in 50 quarters since. The position peaked at $3.15M in Q4 2015. 371 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

  • LPL Financial held 125,622 shares of JetBlue worth $555K as of Q1 2026.
  • LPL Financial bought 30,886 JetBlue shares in Q1 2026, an estimated $157K.
  • JetBlue made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4669 holding.
  • LPL Financial first reported a position in JetBlue in Q3 2013 and has held it in 50 quarters since.
  • LPL Financial's JetBlue position peaked at $3.15M in Q4 2015.
  • 371 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.