Position in JBLU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$343,010
+$93,050 QoQ
Shares Held
59,865
+5.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 381 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JBLU Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $6,963,119 across 6 Airlines names. JBLU ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
19,710 | $2,680,344 | |
| 2 | AAL |
American Airlines Group Inc.
|
89,091 | $1,609,860 | |
| 3 | LUV |
Southwest Airlines Co
|
20,682 | $1,063,462 | |
| 4 | DAL |
Delta Air Lines, Inc.
|
11,125 | $1,041,955 | |
| 5 | JBLU |
Jetblue Airways Corp
This page
|
59,865 | $343,010 | |
| 6 | ALGT |
Allegiant Travel CO
|
1,909 | $224,488 |
All Filings in JBLU
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,010 | 59,865 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $249,960 | 56,556 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $196,155 | 43,113 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $166,373 | 33,818 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $139,622 | 33,010 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $193,260 | 40,098 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $359,624 | 45,755 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $201,844 | 30,770 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $165,599 | 27,193 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $102,227 | 13,778 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $67,493 | 12,161 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $104,618 | 11,808 | Shares | Sole | 2023-07-10 | |
| 2022-12-31 | $76,943 | 11,874 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $83,140 | 12,540 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $101,184 | 12,089 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $152,370 | 10,192 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $164,902 | 10,785 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $189,999 | 11,323 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $230,838 | 11,349 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $226,867 | 15,603 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $153,544 | 13,552 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $134,375 | 12,328 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||