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Waverly Advisors’s JetBlue JBLU Stock Holding History

Waverly Advisors’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 		$65.2K Buy
+11,377
New +$57.9K ﹤0.01% 1699
2025
Q2 		– Sell
-19,303
Closed -$93K – 1202
2025
Q1 		$93K Buy
19,303
+129
+0.7% +$848 ﹤0.01% 1089
2024
Q4 		$151K Hold
19,174
– – ﹤0.01% 951
2024
Q3 		$126K Hold
19,174
– – ﹤0.01% 791
2024
Q2 		$117K Buy
19,174
+1,464
+8% +$8.82K ﹤0.01% 792
2024
Q1 		$131K Hold
17,710
– – ﹤0.01% 671
2023
Q4 		$98.3K Sell
17,710
-1,466
-8% -$6.87K ﹤0.01% 444
2023
Q3 		$88.2K Sell
19,176
-1,941
-9% -$12.8K ﹤0.01% 400
2023
Q2 		$187K Buy
+21,117
New +$153K 0.01% 346

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

Waverly Advisors's JBLU Position: Q2 2026 in Review

Waverly Advisors opened a new position in JetBlue (JBLU) in Q2 2026: 11,377 shares worth $65.2K. The stake represents ﹤0.01% of the portfolio and ranks #1699 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in JBLU as recently as Q1 2025.

Waverly Advisors first reported a position in JBLU in Q2 2023 and has held it in 9 quarters since. The position peaked at $187K in Q2 2023. 382 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

  • Waverly Advisors held 11,377 shares of JetBlue worth $65.2K as of Q2 2026.
  • JetBlue was a new Waverly Advisors position in Q2 2026.
  • JetBlue made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1699 holding.
  • Waverly Advisors first reported a position in JetBlue in Q2 2023 and has held it in 9 quarters since.
  • Waverly Advisors's JetBlue position peaked at $187K in Q2 2023.
  • 382 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.