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Sunrise Financial Services’s JetBlue JBLU Stock Holding History

Sunrise Financial 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 		$2.58K Hold
450
– – ﹤0.01% 358
2026
Q1 		$1.99K Hold
450
– – ﹤0.01% 399
2025
Q4 		$2.05K Buy
+450
New +$2.05K ﹤0.01% 360

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

Sunrise Financial Services's JBLU Position: Q2 2026 in Review

Sunrise Financial Services held its JetBlue (JBLU) position steady in Q2 2026 at 450 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Sunrise Financial Services first reported a position in JBLU in Q4 2025 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

  • Sunrise Financial Services held 450 shares of JetBlue worth $2.58K as of Q2 2026.
  • Sunrise Financial Services left its JetBlue share count unchanged in Q2 2026.
  • JetBlue made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #358 holding.
  • Sunrise Financial Services first reported a position in JetBlue in Q4 2025 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.