Root Financial Partners, LLC

Position in JBLU — Jetblue Airways Corp

CIK 1977181 ENCINITAS, CA

Position in JBLU

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$7,690

+$4,255 QoQ

Shares Held

1,740

+130.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Root Financial Partners, LLC holds $888,186 across 2 Airlines names.

#	Ticker	Company	Shares	Value (USD)	Open
1	DAL	Delta Air Lines, Inc.	4,802	$449,755
2	UAL	United Airlines Holdings, Inc.	3,224	$438,431

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,690	1,740	+130.5%	Shares	Sole	2026-04-24
2025-12-31	$3,435	755	-13.0%	Shares	Sole	2026-02-10
2025-09-30	$4,270	868	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.