Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jetblue Airways Corp (JBLU)

375 + 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
↑ +8
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — JBLU

Based on 394 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
394 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 — +17% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

233 buying177 selling
Last quarter: 233 funds bought or added vs 177 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.
➡️

Steady new buyers — ~77 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 63 → 68 → 82 → 77. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 15% medium ■ 22% new
248 out of 394 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.
💰

Value +53% but shares only +14% — price-driven

Value
+52%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +53%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

52 → 63 → 68 → 82 → 77 new funds/Q
New funds entering each quarter: 63 → 68 → 82 → 77. A growing number of institutions are discovering JBLU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 20% newcomers

■ 71% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 431 holders: 305 (71%) are 2+ year veterans, 41 entered 1–2 years ago, and 85 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
51 of 377 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in JBLU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 233 hedge funds were net buyers of JBLU (77 opened a new position, 156 added to an existing one), while 177 reduced or exited (108 trimmed, 69 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 62% of total institutional value in JBLU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 394.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 3 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: JBLU
375 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 375 386 -2.85%
13F Shares 393M 345M 13.84%
Total Value $2.21B $1.51B 45.85%
New Positions 77 82 -5
Increased Positions 149 124 +25
Closed Positions 71 55 +16
Reduced Positions 93 95 -2
Total Calls 25 24 4.17%
Total Puts 28 22 27.27%
PUT/CALL Ratio 1.12 0.92 Neutral

Statistics: JBLU

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Institutional Holders (2026 Q2)

375 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prentice Capital Management, LP 13.32% 1,228,767 $7.0M
2 Owlhouse Capital LP 5.39% 613,348 $3.5M
3 U S Global Investors Inc 3.30% 5,996,231 $34.4M
4 Icahn Carl C 1.43% 20,658,179 $118.4M
5 Longitude (Cayman) Ltd. 1.35% 740,000 $4.2M
6 PharVision Advisers, LLC 1.09% 10,047 $58K
7 Cannon Global Investment Management, LLC 1.05% 64,500 $370K
8 Longitude (Cayman) Ltd. 0.97% 530,000 $3.0M
9 Counterpoint Mutual Funds LLC 0.68% 1,202,384 $6.9M
10 Par Capital Management Inc 0.57% 4,000,000 $22.9M
11 Pinnacle Holdings, LLC 0.48% 270,638 $1.6M
12 Saba Capital Management, L.P. 0.46% 3,113,800 $17.8M
13 Occudo Quantitative Strategies LP 0.45% 1,473,991 $8.4M
14 Shaolin Capital Management LLC 0.41% 1,500,000 $8.6M
15 Crawford Fund Management, LLC 0.32% 361,000 $2.1M
16 Aquatic Capital Management LLC 0.28% 1,441,980 $8.3M
17 Roxbury Financial LLC 0.23% 50,415 $289K
18 Dark Forest Capital Management LP 0.23% 613,765 $3.5M
19 Jump Financial, LLC 0.22% 3,461,848 $16.7M
20 PDT Partners, LLC 0.21% 705,853 $4.0M
21 Whitebox Advisors LLC 0.21% 2,750,000 $15.8M
22 Bayforest Capital Ltd 0.19% 35,147 $201K
23 Wolverine Asset Management LLC 0.18% 3,599,100 $20.6M
24 Urban Wealth Management, LLC 0.18% 35,601 $204K
25 LMR Partners LLP 0.17% 8,097,100 $46.4M
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 — 4 quarters in a row: For 4 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: 233 funds bought or added vs 177 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?

Elite ownership — 62% AUM from top-100 funds: 51 of 377 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in JBLU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JBLU?

63% of holders stayed for 2+ years: 248 out of 394 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.

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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