Position in JBLU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,190
-$27,850 QoQ
Shares Held
11,377
-41.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 381 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in JBLU Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $5,676,720 across 6 Airlines names. JBLU ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
41,411 | $3,878,553 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
5,968 | $811,588 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
8,145 | $425,169 | |
| 4 | LUV |
Southwest Airlines Co
|
5,628 | $289,391 | |
| 5 | AAL |
American Airlines Group Inc.
|
11,446 | $206,829 | |
| 6 | JBLU |
Jetblue Airways Corp
This page
|
11,377 | $65,190 |
All Filings in JBLU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,190 | 11,377 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $93,040 | 19,303 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $150,707 | 19,174 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $125,781 | 19,174 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $116,769 | 19,174 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $131,408 | 17,710 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $98,290 | 17,710 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $88,209 | 19,176 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $187,096 | 21,117 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||