Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jetblue Airways Corp (JBLU)

377 + Investors. Track Smart Money conviction in JBLU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — JBLU

Based on 384 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JBLU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
384 hedge funds hold JBLU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

215 buying161 selling
Last quarter: 215 funds bought or added vs 161 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new JBLU position: 51 → 62 → 67 → 81. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 17% new
246 out of 384 hedge funds have held JBLU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

47 → 51 → 62 → 67 → 81 new funds/Q
New funds entering each quarter: 51 → 62 → 67 → 81. A growing number of institutions are discovering JBLU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 415 current holders: 299 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
49 of 384 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JBLU

In 2026 Q1, 215 hedge funds were net buyers of JBLU (81 opened a new position, 134 added to an existing one), while 161 reduced or exited (106 trimmed, 55 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in JBLU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 384.

Hedge Fund Ownership: JBLU

How many hedge funds hold JBLU — quarterly history vs. share price
Quarterly hedge fund ownership of JBLU vs. share price

Market Analysis: JBLU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JBLU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Jetblue Airways Corp (JBLU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JBLU has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
JBLU
+28.5%
XLI
+11.0%

JBLU outperformed XLI by +17.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
JBLU
+24.0%
XLI
+4.8%

Since the filing became public, JBLU outperformed XLI by +19.2% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 0 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: JBLU
377 + Investors

Track Smart Money conviction in JBLU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 377 358 5.31%
13F Shares 345M 344M 0.42%
Total Value $1.51B $1.56B -3.16%
New Positions 77 67 +10
Increased Positions 123 113 +10
Closed Positions 58 61 -3
Reduced Positions 94 113 -19
Total Calls 24 20 20.0%
Total Puts 22 23 -4.35%
PUT/CALL Ratio 0.92 1.15 Neutral

Statistics: JBLU

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Institutional Holders (2026 Q1)

377 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JBLU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JBLU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prentice Capital Management, LP 8.09% 836,961 $3.7M
2 U S Global Investors Inc 2.86% 5,542,536 $24.5M
3 Icahn Carl C 1.74% 33,621,735 $148.6M
4 Longitude (Cayman) Ltd. 1.36% 750,000 $3.3M
5 Longitude (Cayman) Ltd. 1.02% 565,000 $2.5M
6 Cannon Global Investment Management, LLC 1.02% 118,000 $522K
7 Par Capital Management Inc 0.57% 4,457,425 $19.7M
8 Crawford Fund Management, LLC 0.52% 614,000 $2.7M
9 Pinnacle Holdings, LLC 0.39% 269,801 $1.2M
10 BW Gestao de Investimentos Ltda. 0.27% 1,850,000 $8.2M
11 Skaana Management L.P. 0.27% 181,500 $802K
12 VARCOV Co. 0.24% 148,002 $654K
13 Roxbury Financial LLC 0.21% 52,777 $233K
14 Bridgeway Capital Management, LLC 0.20% 2,268,300 $10.0M
15 PDT Partners, LLC 0.18% 705,853 $3.1M
16 Dark Forest Capital Management LP 0.18% 469,622 $2.1M
17 Urban Wealth Management, LLC 0.18% 40,473 $179K
18 Havemeyer Place LP 0.17% 340,842 $1.5M
19 Scientech Research LLC 0.17% 45,625 $202K
20 Carronade Capital Management, LP 0.14% 2,433,500 $10.8M
21 Caitong International Asset Management Co., Ltd 0.14% 167,919 $742K
22 Voleon Capital Management LP 0.14% 1,423,095 $6.3M
23 Wolverine Asset Management LLC 0.12% 2,902,200 $12.8M
24 Jacobs Levy Equity Management, Inc 0.11% 6,164,757 $27.2M
25 Landscape Capital Management, L.L.C. 0.11% 399,652 $1.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Jetblue Airways Corp (JBLU)

What does the Smart Money Trend signal show for JBLU?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JBLU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JBLU?

Slight buying edge — 57% buying: Last quarter: 215 funds bought or added vs 161 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JBLU holders?

Strong quality — 35% AUM from major funds: 49 of 384 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JBLU?

64% of holders stayed for 2+ years: 246 out of 384 hedge funds have held JBLU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Jetblue Airways Corp (JBLU) following the 2026 Q1 hedge fund 13F filings?

As of today, JBLU has moved +24.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +19.2%. Since the quarter end (March 31, 2026), JBLU has gained +28.5% vs +11.0% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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