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Optimize Financial’s JetBlue JBLU Stock Holding History

Optimize 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
2026
Q1 		– Sell
-63,318
Closed -$288K – 383
2025
Q4 		$288K Buy
63,318
+908
+1% +$4.14K 0.15% 278
2025
Q3 		$307K Buy
62,410
+27,769
+80% +$133K 0.16% 273
2025
Q2 		$147K Sell
34,641
-248
-0.7% -$1.11K 0.09% 219
2025
Q1 		$168K Sell
34,889
-4,034
-10% -$26.5K 0.12% 203
2024
Q4 		$306K Buy
+38,923
New +$264K 0.23% 139

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

Optimize Financial's JBLU Position: Q1 2026 in Review

Optimize Financial sold out of JetBlue (JBLU) in Q1 2026, closing a stake of 63,318 shares — an estimated $288K sold.

Optimize Financial first reported a position in JBLU in Q4 2024 and held it in 5 quarters. The position peaked at $307K in Q3 2025. 371 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

  • Optimize Financial reported no remaining JetBlue position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 63,318 JetBlue shares in Q1 2026, an estimated $288K.
  • Optimize Financial first reported a position in JetBlue in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's JetBlue position peaked at $307K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.