Merit Financial Group’s JetBlue JBLU Stock Holding History

Merit Financial Group’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	$273K	Buy	47,668 +20,985	+79%	+$107K	﹤0.01%	1877
2026 Q1	$118K	Buy	26,683 +16,451	+161%	+$83.5K	﹤0.01%	1993
2025 Q4	$46.6K	Buy	+10,232	New	+$46.6K	﹤0.01%	1932
2024 Q3	–	Sell	-11,970	Closed	-$72.9K	–	900
2024 Q2	$72.9K	Sell	11,970 -194	-2%	-$1.17K	﹤0.01%	898
2024 Q1	$70.6K	Buy	12,164 +1,244	+11%	+$7.72K	﹤0.01%	847
2023 Q4	$60.6K	Buy	10,920 +552	+5%	+$2.59K	﹤0.01%	762
2023 Q3	$47.7K	Buy	+10,368	New	+$68.2K	﹤0.01%	730

Other funds holding JBLU

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Merit Financial Group's JBLU Position: Q2 2026 in Review

Merit Financial Group increased its JetBlue (JBLU) stake by 79% in Q2 2026, buying an estimated $107K and bringing the position to 47,668 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Merit Financial Group first reported a position in JBLU in Q3 2023 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

Merit Financial Group held 47,668 shares of JetBlue worth $273K as of Q2 2026.
Merit Financial Group bought 20,985 JetBlue shares in Q2 2026, an estimated $107K.
JetBlue made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1877 holding.
Merit Financial Group first reported a position in JetBlue in Q3 2023 and has held it in 7 quarters since.
41 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.