13FPulse
JB

JBLU JETBLUE AIRWAYS CORP

2026Q2 · CUSIP 477143101 · Sector: Industrials

Cooling

Net holder growth weakened from last quarter

Funds that own it
376
Institutions that reported holding it to the SEC
Net increase in holders
+6
Last quarter 370 → now 376
How unusual is that
Above average
Stronger buying than 59% of US stocks
What the filings say, in one paragraph

376 funds held JBLU at the end of 2026Q2, up 6 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $9.5B(YoY +4.0%), return on equity is -55.8%. JBLU has had 16 buying rushes in its history, and the price moved +9.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=212 2013Q4: holders=248 2014Q1: holders=294 2014Q2: holders=276 2014Q3: holders=315 2014Q4: holders=360 2015Q1: holders=375 2015Q2: holders=395 2015Q3: holders=414 2015Q4: holders=422 2016Q1: holders=392 2016Q2: holders=375 2016Q3: holders=362 2016Q4: holders=393 2017Q1: holders=385 2017Q2: holders=390 2017Q3: holders=381 2017Q4: holders=375 2018Q1: holders=383 2018Q2: holders=365 2018Q3: holders=362 2018Q4: holders=359 2019Q1: holders=347 2019Q2: holders=354 2019Q3: holders=343 2019Q4: holders=360 2020Q1: holders=350 2020Q2: holders=338 2020Q3: holders=309 2020Q4: holders=344 2021Q1: holders=363 2021Q2: holders=385 2021Q3: holders=377 2021Q4: holders=391 2022Q1: holders=398 2022Q2: holders=372 2022Q3: holders=352 2022Q4: holders=362 2023Q1: holders=336 2023Q2: holders=339 2023Q3: holders=322 2023Q4: holders=334 2024Q1: holders=339 2024Q2: holders=337 2024Q3: holders=346 2024Q4: holders=374 2025Q1: holders=337 2025Q2: holders=331 2025Q3: holders=349 2025Q4: holders=353 2026Q1: holders=370 2026Q2: holders=376 -46 -23 +0 +23 +46 190317444 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20%
2025Q3 Top 20% +45.9% +16.8%
2024Q4 Top 20% -25.2% -23.6%
2021Q2 Top 20% +2.5% +11.4%
2021Q1 Top 20% -26.5% -24.7%
2020Q4 Top 20% +17.6% -13.6%
2019Q2 Top 20% +6.4% +15.8%
2016Q4 Top 20% +5.9% +3.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
160
Change in large funds
+10
Total value they hold
$1.9B
Funds buying for the first time
79
Funds that sold out entirely
73
Price change that quarter
+6.8%
Funds holding puts (bearish)
27
Funds holding calls (bullish)
24

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-2.38
EPS YoY
Revenue (TTM)
$9.5B
Revenue YoY
+4.0%
Net margin
-9.3%
ROE
-55.8%
Debt ratio
90.3%
FCF (TTM)
-$1.1B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 0.18 2022-12-31: EPS 0.07 2023-03-31: EPS -0.58 2023-06-30: EPS 0.41 2023-09-30: EPS -0.46 2023-12-31: EPS -0.30 2024-03-31: EPS -2.11 2024-06-30: EPS 0.07 2024-09-30: EPS -0.17 2024-12-31: EPS -0.09 2025-03-31: EPS -0.59 2025-06-30: EPS -0.21 2025-09-30: EPS -0.39 2025-12-31: EPS -0.47 2026-03-31: EPS -0.86 2026-06-30: EPS -0.66 0B 1.3B 2.7B $B -2.32 -0.93 0.45 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
72 78 84 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-646M261M1.2B 20162017201820192020202120222023202420252026
Latest quarter $-6M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.