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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
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 $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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Waverly Advisors's JBLU Position: Q2 2025 in Review

Waverly Advisors sold out of JetBlue (JBLU) in Q2 2025, closing a stake of 19,303 shares — an estimated $93K sold.

Waverly Advisors first reported a position in JBLU in Q2 2023 and held it in 8 quarters. The position peaked at $187K in Q2 2023. 332 funds tracked by Wall St. Rank hold JBLU as of Q2 2025.

  • Waverly Advisors reported no remaining JetBlue position as of Q2 2025 after selling out during the quarter.
  • Waverly Advisors sold 19,303 JetBlue shares in Q2 2025, an estimated $93K.
  • Waverly Advisors first reported a position in JetBlue in Q2 2023 and held it in 8 quarters.
  • Waverly Advisors's JetBlue position peaked at $187K in Q2 2023.
  • 332 funds tracked by Wall St. Rank held JetBlue as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.