JTAI — JETAI INC

Ownership history in Clearstead Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Clearstead Advisors, LLC reported JETAI INC (JTAI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows JTAI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JTAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearstead Advisors, LLC's position in JETAI INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JTAI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JTAI stock page Clearstead Advisors, LLC fund profile Clearstead Advisors, LLC full holdings
How Clearstead Advisors, LLC held JTAI — position size vs. price
% of Fund (quarterly)    JTAI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 4 — 0% 0.00% $3 2026-02-14 (Est.) $0.14
2025 Q3 UNCHANGED 4 — 0% 0.00% $14 2025-11-10 $2.15
2025 Q2 UNCHANGED 4 — 0% 0.00% $15 2025-08-08 $3.14
2025 Q1 UNCHANGED 4 — 0% 0.00% $17 2025-05-13 $4.27
2024 Q4 REDUCED 4 -1,009 -99.6% 0.00% $19 2025-02-10 $2.55
2024 Q3 ADDED 1,013 +600 +145.3% 0.00% $110 2024-11-13 $8.12
2024 Q2 UNCHANGED 413 — 0% 0.00% $140 2024-08-12 $58.28
2024 Q1 UNCHANGED 413 — 0% 0.00% $285 2024-05-14 $153.23
2023 Q4 INITIATED 413 — — 0.00% $595 2024-02-12 $180.68

🏢 Other funds also holding JTAI

As of 2025 Q4 — sorted by position size

FLOW TRADERS U.S. LLC 3Y 7Y 0.0% MMCAP International Inc. SPC 3Y 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% GEODE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% Carolina Wealth Advisors, LLC 3Y 0.0% VANGUARD GROUP INC 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0%

FAQ About Clearstead Advisors, LLC and JTAI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clearstead Advisors, LLC reported owning JTAI?

Clearstead Advisors, LLC reported JTAI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JTAI position in Clearstead Advisors, LLC's portfolio?

The largest reported portfolio weight for JTAI was 0.00% in 2023 Q4.

What is the latest reported JTAI position on this page?

The most recent filing on this page is 2025 Q4, when Clearstead Advisors, LLC reported 4 shares, equal to 0.00% of portfolio, with an estimated market value of $3.

What does the chart on this JTAI ownership page compare?

The chart compares Clearstead Advisors, LLC's quarterly JTAI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Clearstead Advisors, LLC Holdings