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Summit Financial’s JetBlue JBLU Stock Holding History

Summit 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
-11,930
Closed -$54.3K – 1438
2025
Q4 		$54.3K Sell
11,930
-11,401
-49% -$52K ﹤0.01% 1279
2025
Q3 		$115K Sell
23,331
-10,968
-32% -$52.7K ﹤0.01% 1218
2025
Q2 		$145K Sell
34,299
-7,168
-17% -$32.1K ﹤0.01% 794
2025
Q1 		$200K Sell
41,467
-2,261
-5% -$14.9K 0.01% 695
2024
Q4 		$344K Sell
43,728
-6
-0% -$41 0.01% 510
2024
Q3 		$287K Sell
43,734
-2,716
-6% -$15.3K 0.01% 471
2024
Q2 		$283K Sell
46,450
-1,875
-4% -$11.3K 0.01% 426
2024
Q1 		$359K Buy
48,325
+984
+2% +$6.11K 0.02% 300
2023
Q4 		$263K Buy
47,341
+11,496
+32% +$53.9K 0.02% 309
2023
Q3 		$165K Sell
35,845
-2,000
-5% -$13.2K 0.01% 326
2023
Q2 		$335K Sell
37,845
-134
-0.4% -$974 0.02% 265
2023
Q1 		$276K Sell
37,979
-134
-0.4% -$1.06K 0.02% 218
2022
Q4 		$247K Buy
38,113
+3,868
+11% +$28.3K 0.02% 219
2022
Q3 		$227K Sell
34,245
-1,285
-4% -$10.5K 0.02% 231
2022
Q2 		$297K Hold
35,530
– – 0.03% 199
2022
Q1 		$531K Sell
35,530
-1,661
-4% -$24.1K 0.04% 170
2021
Q4 		$530K Sell
37,191
-560
-1% -$8.23K 0.04% 162
2021
Q3 		$577K Buy
+37,751
New +$579K 0.05% 126

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

Summit Financial's JBLU Position: Q1 2026 in Review

Summit Financial sold out of JetBlue (JBLU) in Q1 2026, closing a stake of 11,930 shares — an estimated $54.3K sold.

Summit Financial first reported a position in JBLU in Q3 2021 and held it in 18 quarters. The position peaked at $577K in Q3 2021. 371 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

  • Summit Financial reported no remaining JetBlue position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 11,930 JetBlue shares in Q1 2026, an estimated $54.3K.
  • Summit Financial first reported a position in JetBlue in Q3 2021 and held it in 18 quarters.
  • Summit Financial's JetBlue position peaked at $577K in Q3 2021.
  • 371 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.