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 Q3	$109K	Buy	25,877 +2,945	+13%	+$15.2K	0.01%	813
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	$100K	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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's JBLU Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its JetBlue (JBLU) stake by 13% in Q3 2026, buying an estimated $15.2K and bringing the position to 25,877 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #813.

Pinnacle Wealth Planning Services first reported a position in JBLU in Q4 2020 and has held it in 10 quarters since. The position peaked at $138K in Q1 2024. 292 funds tracked by Wall St. Rank hold JBLU as of Q3 2026.

Pinnacle Wealth Planning Services held 25,877 shares of JetBlue worth $109K as of Q3 2026.
Pinnacle Wealth Planning Services bought 2,945 JetBlue shares in Q3 2026, an estimated $15.2K.
JetBlue made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #813 holding.
Pinnacle Wealth Planning Services first reported a position in JetBlue in Q4 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's JetBlue position peaked at $138K in Q1 2024.
292 funds tracked by Wall St. Rank held JetBlue as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.