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Modera Wealth Management’s JetBlue JBLU Stock Holding History

Modera 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
Q1 		– Sell
-22,061
Closed -$100K – 650
2025
Q4 		$100K Buy
22,061
+13
+0.1% +$59 ﹤0.01% 636
2025
Q3 		$108K Hold
22,048
– – ﹤0.01% 638
2025
Q2 		$93.3K Buy
+22,048
New +$98.7K ﹤0.01% 638

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B 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 $3.37T AUM 44.26% 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

Modera Wealth Management's JBLU Position: Q1 2026 in Review

Modera Wealth Management sold out of JetBlue (JBLU) in Q1 2026, closing a stake of 22,061 shares — an estimated $100K sold.

Modera Wealth Management first reported a position in JBLU in Q2 2025 and held it in 3 quarters. The position peaked at $108K in Q3 2025. 371 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

  • Modera Wealth Management reported no remaining JetBlue position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 22,061 JetBlue shares in Q1 2026, an estimated $100K.
  • Modera Wealth Management first reported a position in JetBlue in Q2 2025 and held it in 3 quarters.
  • Modera Wealth Management's JetBlue position peaked at $108K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.