EP Wealth Advisors, LLC

Position in JBLU — Jetblue Airways Corp

CIK 1540569 TORRANCE, CA

Position in JBLU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$170,547

+$100,415 QoQ

Shares Held

29,764

+87.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#177

of 381 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $3,596,283 across 5 Airlines names. JBLU ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	21,564	$2,019,684
2	UAL	United Airlines Holdings, Inc.	6,804	$925,275
3	RYAAY	Ryanair Holdings PLC	3,869	$250,517
4	ALGT	Allegiant Travel CO	1,958	$230,260
5	JBLU	Jetblue Airways Corp This page	29,764	$170,547

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$170,547	29,764	+87.6%	Shares	Sole	2026-08-12
2026-03-31	$70,132	15,867	+47.5%	Shares	Sole	2026-05-14
2025-06-30	$45,493	10,755	-6.6%	Shares	Sole	2025-08-14
2025-03-31	$55,473	11,509	+8.9%	Shares	Sole	2025-05-15
2024-12-31	$83,056	10,567	-20.9%	Shares	Sole	2025-02-14
2024-09-30	$87,687	13,367	+2.2%	Shares	Sole	2024-11-15
2024-06-30	$79,657	13,080	-3.5%	Shares	Sole	2024-08-19
2024-03-31	$100,526	13,548	+31.6%	Shares	Sole	2024-05-14
2023-12-31	$57,126	10,293	+0.3%	Shares	Sole	2024-02-28
2023-09-30	$47,223	10,266	—	Shares	Sole	2023-11-24
No filing history on record for this holder in this stock.