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Rothschild Investment LLC’s JetBlue JBLU Stock Holding History

Rothschild Investment LLC’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 		$20.1K Buy
3,509
+1,952
+125% +$9.94K ﹤0.01% 1545
2026
Q1 		$6.88K Buy
1,557
+1,024
+192% +$5.2K ﹤0.01% 1890
2025
Q4 		$2.42K Buy
533
+18
+3% +$82 ﹤0.01% 2270
2025
Q3 		$2.53K Sell
515
-20
-4% -$96 ﹤0.01% 2085
2025
Q2 		$2.26K Buy
535
+10
+2% +$45 ﹤0.01% 1991
2025
Q1 		$2.53K Buy
525
+295
+128% +$1.94K ﹤0.01% 1753
2024
Q4 		$1.81K Buy
230
+70
+44% +$474 ﹤0.01% 1857
2024
Q3 		$1.05K Buy
160
+75
+88% +$422 ﹤0.01% 2135
2024
Q2 		$518 Buy
85
+55
+183% +$331 ﹤0.01% 1990
2024
Q1 		$223 Buy
+30
New +$186 ﹤0.01% 1704
2018
Q1 		– Sell
-20,125
Closed -$450K – 397
2017
Q4 		$450K Sell
20,125
-3,450
-15% -$70.5K 0.05% 286
2017
Q3 		$437K Sell
23,575
-4,500
-16% -$94.3K 0.05% 295
2017
Q2 		$641K Buy
28,075
+400
+1% +$8.79K 0.07% 250
2017
Q1 		$570K Sell
27,675
-700
-2% -$14.3K 0.07% 261
2016
Q4 		$636K Hold
28,375
– – 0.08% 228
2016
Q3 		$489K Buy
28,375
+3,050
+12% +$52.1K 0.06% 268
2016
Q2 		$419K Buy
25,325
+6,850
+37% +$127K 0.05% 292
2016
Q1 		$390K Sell
18,475
-5,100
-22% -$107K 0.05% 300
2015
Q4 		$534K Sell
23,575
-1,400
-6% -$34.9K 0.07% 260
2015
Q3 		$644K Sell
24,975
-900
-3% -$21.2K 0.08% 240
2015
Q2 		$537K Sell
25,875
-1,925
-7% -$39K 0.06% 289
2015
Q1 		$535K Sell
27,800
-4,500
-14% -$76.6K 0.06% 288
2014
Q4 		$512K Sell
32,300
-700
-2% -$9.08K 0.06% 290
2014
Q3 		$350K Sell
33,000
-1,750
-5% -$20K 0.04% 358
2014
Q2 		$377K Sell
34,750
-21,500
-38% -$199K 0.05% 308
2014
Q1 		$489K Sell
56,250
-1,000
-2% -$8.77K 0.07% 271
2013
Q4 		$489K Buy
+57,250
New +$455K 0.07% 273

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Rothschild Investment LLC's JBLU Position: Q2 2026 in Review

Rothschild Investment LLC increased its JetBlue (JBLU) stake by 125% in Q2 2026, buying an estimated $9.94K and bringing the position to 3,509 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Rothschild Investment LLC first reported a position in JBLU in Q4 2013 and has held it in 27 quarters since. The position peaked at $644K in Q3 2015. 171 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

  • Rothschild Investment LLC held 3,509 shares of JetBlue worth $20.1K as of Q2 2026.
  • Rothschild Investment LLC bought 1,952 JetBlue shares in Q2 2026, an estimated $9.94K.
  • JetBlue made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1545 holding.
  • Rothschild Investment LLC first reported a position in JetBlue in Q4 2013 and has held it in 27 quarters since.
  • Rothschild Investment LLC's JetBlue position peaked at $644K in Q3 2015.
  • 171 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.