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Pinnacle Wealth Planning Services’s JetBlue JBLU Stock Holding History

Pinnacle Wealth Planning Services’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 		$131K Buy
22,932
+595
+3% +$3.03K 0.01% 732
2026
Q1 		$98.7K Buy
22,337
+15,112
+209% +$76.7K 0.01% 807
2025
Q4 		$32.9K Buy
+7,225
New +$32.9K ﹤0.01% 1460
2024
Q4 		– Sell
-16,478
Closed -$108K – 480
2024
Q3 		$108K Sell
16,478
-256
-2% -$1.44K 0.01% 503
2024
Q2 		$102K Sell
16,734
-1,849
-10% -$11.1K 0.01% 480
2024
Q1 		$138K Buy
18,583
+610
+3% +$3.79K 0.02% 462
2023
Q4 		$99.8K Buy
17,973
+6,324
+54% +$29.6K 0.02% 458
2023
Q3 		$53.6K Buy
+11,649
New +$76.6K 0.01% 440
2021
Q1 		– Sell
-106
Closed -$2K – 1156
2020
Q4 		$2K Buy
+106
New +$1.46K ﹤0.01% 1939

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's JBLU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its JetBlue (JBLU) stake by 2.7% in Q2 2026, buying an estimated $3.03K and bringing the position to 22,932 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #732.

Pinnacle Wealth Planning Services first reported a position in JBLU in Q4 2020 and has held it in 9 quarters since. The position peaked at $138K in Q1 2024. 382 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 22,932 shares of JetBlue worth $131K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 595 JetBlue shares in Q2 2026, an estimated $3.03K.
  • JetBlue made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #732 holding.
  • Pinnacle Wealth Planning Services first reported a position in JetBlue in Q4 2020 and has held it in 9 quarters since.
  • Pinnacle Wealth Planning Services's JetBlue position peaked at $138K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.