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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Pinnacle Wealth Planning Services's JBLU Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its JetBlue (JBLU) stake by 209% in Q1 2026, buying an estimated $76.7K and bringing the position to 22,337 shares worth $98.7K. The position accounts for 0.01% of the portfolio, ranked #807.

Pinnacle Wealth Planning Services first reported a position in JBLU in Q4 2020 and has held it in 8 quarters since. The position peaked at $138K in Q1 2024. 371 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

Pinnacle Wealth Planning Services held 22,337 shares of JetBlue worth $98.7K as of Q1 2026.
Pinnacle Wealth Planning Services bought 15,112 JetBlue shares in Q1 2026, an estimated $76.7K.
JetBlue made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #807 holding.
Pinnacle Wealth Planning Services first reported a position in JetBlue in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's JetBlue position peaked at $138K in Q1 2024.
371 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.