Performa Ltd (US), LLC JBLU — JETBLUE AIRWAYS CORP

Ownership history in Performa Ltd (US), LLC  ·  16 quarters on record

AI Ownership Summary

Performa Ltd (US), LLC reported JETBLUE AIRWAYS CORP (JBLU) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows JBLU 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JBLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Performa Ltd (US), LLC's position in JETBLUE AIRWAYS CORP, 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
2026 Q1

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

High-water mark
Peak Conviction
0.01% in 2024 Q1

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 2026 Q1

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.

JBLU stock page Performa Ltd (US), LLC fund profile Performa Ltd (US), LLC full holdings
How Performa Ltd (US), LLC held JBLU — position size vs. price
% of Fund (quarterly)    JBLU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 100 -100 -50.0% 0.00% $442 2026-05-06 $5.04
2025 Q3 REDUCED 71.4% -7.9% ✅ 200 -500 -71.4% 0.00% $984 2025-11-04 $4.08
2025 Q2 ADDED — — — 700 +100 +16.7% 0.00% $3K 2025-08-11 $4.27
2025 Q1 ADDED — — — 600 +80 +15.4% 0.00% $3K 2025-05-09 $4.88
2024 Q3 REDUCED 87.2% +22.1% ❌ 520 -3,530 -87.2% 0.00% $3K 2024-11-14 $7.11
2024 Q2 REDUCED 8.0% +7.7% ❌ 4,050 -350 -8.0% 0.01% $25K 2024-08-12 $4.80
2024 Q1 REDUCED 22.8% -21.8% ✅ 4,400 -1,300 -22.8% 0.01% $33K 2024-05-10 $5.77
2023 Q4 UNCHANGED — — — 5,700 — 0% 0.01% $32K 2024-02-06 $5.99
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JBLU

As of 2026 Q1 — sorted by position size

U S GLOBAL INVESTORS INC 3Y 7Y 2.86% Longitude (Cayman) Ltd. 3Y 1.36% Longitude (Cayman) Ltd. 3Y 1.02% Cannon Global Investment Management, LLC 3Y 1.02% Pinnacle Holdings, LLC 3Y 7Y 0.39% BW Gestao de Investimentos Ltda. 3Y 7Y 0.27% Skaana Management L.P. 3Y 0.27% Roxbury Financial LLC 0.21% Urban Wealth Management, LLC 0.18% Caitong International Asset Management Co., Ltd 0.14%

FAQ About Performa Ltd (US), LLC and JBLU

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

How long has Performa Ltd (US), LLC reported owning JBLU?

Performa Ltd (US), LLC reported JBLU across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JBLU position in Performa Ltd (US), LLC's portfolio?

The largest reported portfolio weight for JBLU was 0.01% in 2024 Q1.

What is the latest reported JBLU position on this page?

The most recent filing on this page is 2026 Q1, when Performa Ltd (US), LLC reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $442.

What does the chart on this JBLU ownership page compare?

The chart compares Performa Ltd (US), LLC's quarterly JBLU 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.

How well did Performa Ltd (US), LLC time their JBLU position?

Based on 13F filing dates vs. subsequent JBLU price moves, Performa Ltd (US), LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on JBLU relative to SPY over the holding period was -25.5%.

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