JBLUNasdaqAir Transportation, ScheduledFiscal year ends December 31
JETBLUE AIRWAYS CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 28, 2026
$2.91−0.02 (-0.68%)
Close on Oct 19, 2026
- Market cap
- $1.09B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.4%
330M of 377M shares
Institutional holders
381
76 new, 62 sold out
Net institutional buying
30M
In Q2 2026
Insider trades, 12 months
1 buys · 12 sales
Net sold $705.47K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 42,892,176 | 11.80% | 13G (passive) amendment | Sep 30, 2025 |
| Galkin Angelica | 37,200,000 | 10.00% | 13G (passive) | May 3, 2026 |
| Carl C. Icahn | 24,990,000 | 6.72% | 13D (active) amendment | May 12, 2026 |
| Iph Gp LLC | 20,658,179 | 5.55% | 13D (active) amendment | Jun 9, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of JBLU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 49,463,264 | 13.11% | $283.42M | +5,907,845 | 0.00% |
| Icahn Carl C | 20,658,179 | 5.48% | $118.37M | −12,963,556 | 1.43% |
| Vanguard Portfolio Management LLC | 18,283,287 | 4.85% | $104.76M | +1,267,186 | 0.00% |
| Two Sigma Investments, LP | 17,366,605 | 4.60% | $99.51M | +5,523,503 | 0.07% |
| Vanguard Capital Management LLC | 13,874,516 | 3.68% | $79.50M | +960,762 | 0.00% |
| State Street Corp | 13,809,116 | 3.66% | $79.13M | +1,132,024 | 0.00% |
| Dimensional Fund Advisors LP | 13,176,202 | 3.49% | $75.50M | +46,333 | 0.01% |
| Ameriprise Financial Inc | 12,484,821 | 3.31% | $71.54M | +11,430,370 | 0.01% |
| Geode Capital Management, LLC | 8,534,198 | 2.26% | $48.91M | +937,291 | 0.00% |
| FMR LLC | 7,205,861 | 1.91% | $41.29M | +2,810,834 | 0.00% |
| Goldman Sachs Group Inc | 6,851,312 | 1.82% | $39.26M | +3,355,932 | 0.00% |
| Renaissance Technologies LLC | 6,474,281 | 1.72% | $37.10M | +4,228,081 | 0.05% |
| D. E. Shaw & Co., Inc. | 6,377,373 | 1.69% | $36.54M | +3,114,530 | 0.02% |
| U S Global Investors Inc | 5,996,231 | 1.59% | $34.36M | +453,695 | 3.30% |
| UBS Group AG | 5,697,823 | 1.51% | $32.65M | +2,523,836 | 0.00% |
| Bnp Paribas Arbitrage, Snc | 5,630,497 | 1.49% | $32.26M | +2,344,003 | 0.01% |
| Charles Schwab Investment Management Inc | 5,583,054 | 1.48% | $31.99M | −187,065 | 0.00% |
| Morgan Stanley | 5,296,746 | 1.40% | $30.35M | +34,915 | 0.00% |
| Holocene Advisors, LP | 5,287,118 | 1.40% | $30.30M | +3,706,677 | 0.07% |
| Aqr Capital Management LLC | 5,094,005 | 1.35% | $27.69M | +3,466,656 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 381 | 330M | 87.4% | 76 / 140 | 92 / 62 | 82M | 52M |
| Q1 2026 | 373 | 300M | 79.6% | 77 / 120 | 96 / 51 | 83M | 58M |
| Q4 2025 | 353 | 308M | 81.6% | 65 / 106 | 113 / 56 | 60M | 36M |
| Q3 2025 | 352 | 287M | 76.0% | 64 / 94 | 114 / 40 | 38M | 27M |
| Q2 2025 | 332 | 277M | 73.5% | 48 / 112 | 109 / 54 | 37M | 67M |
| Q1 2025 | 341 | 308M | 81.6% | 44 / 97 | 128 / 68 | 52M | 53M |
| Q4 2024 | 371 | 310M | 82.2% | 74 / 105 | 118 / 46 | 60M | 35M |
| Q3 2024 | 347 | 286M | 75.9% | 52 / 96 | 129 / 38 | 85M | 20M |
| Q2 2024 | 335 | 276M | 73.1% | 48 / 107 | 107 / 46 | 18M | 34M |
| Q1 2024 | 339 | 292M | 77.5% | 66 / 93 | 115 / 58 | 72M | 36M |
| Q4 2023 | 335 | 257M | 68.2% | 67 / 118 | 101 / 51 | 43M | 25M |
| Q3 2023 | 322 | 239M | 63.4% | 55 / 114 | 101 / 67 | 51M | 62M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of JBLU | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 17,850,869 | 4.73% | $102.29M | 0.09% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 10,083,949 | 2.67% | $57.78M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 8,901,744 | 2.36% | $51.01M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 7,256,396 | 1.92% | $41.58M | 0.02% | Jun 30, 2026 |
| U.S. Global Jets ETF | 5,996,231 | 1.59% | $34.36M | 3.58% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 4,593,894 | 1.22% | $26.32M | 0.04% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 4,463,344 | 1.18% | $26.91M | 0.14% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 3,724,371 | 0.99% | $22.46M | 0.07% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 3,426,318 | 0.91% | $19.63M | 0.02% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 3,223,742 | 0.85% | $18.47M | 0.13% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 2,723,100 | 0.72% | $15.60M | 0.09% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 2,562,473 | 0.68% | $14.68M | 0.18% | Jun 30, 2026 |
| Fidelity Growth Company Fund | 2,476,500 | 0.66% | $13.55M | 0.01% | May 31, 2026 |
| Invesco S&P SmallCap 600 Revenue ETF | 2,286,705 | 0.61% | $12.51M | 0.67% | May 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 2,090,444 | 0.55% | $11.43M | 0.13% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joanna Geraghty | CEO, Director | 700,328 | 0.19% | Jun 1, 2026 |
| Carol Ann Clements | Chief Digital & Tech Officer | 181,896 | 0.05% | Sep 2, 2026 |
| Ursula L. Hurley | Chief Financial Officer | 211,099 | 0.06% | Aug 3, 2026 |
| Warren Christie | Chief Operating Officer | 234,833 | 0.06% | May 5, 2026 |
| Dawn Southerton | Principal Accounting Officer | 0 | – | May 5, 2026 |
| George Martin J. St | President | 122,931 | 0.03% | May 5, 2026 |
| Eileen P. McCarthy | General Counsel Corp Sec | 36,103 | 0.01% | May 5, 2026 |
| Vivek Sharma | Director | 62,479 | 0.02% | Jun 1, 2026 |
| Thomas Winkelmann | Director | 0 | – | May 5, 2026 |
| Nik Mittal | Director | 138,537 | 0.04% | Mar 12, 2026 |
| Jesse Lynn | Director | 22,094 | 0.01% | Mar 12, 2026 |
| Ellen Jewett | Director | 80,858 | 0.02% | Mar 12, 2026 |
| Robert F. Leduc | Director | 36,124 | 0.01% | Mar 12, 2026 |
| Peter Boneparth | Director | 132,492 | 0.04% | Mar 12, 2026 |
| Monte E. Ford | Director | 67,479 | 0.02% | Mar 12, 2026 |
| Teri P. McClure | Director | 42,713 | 0.01% | Mar 12, 2026 |
| Sean E. Menke | Director | 22,094 | 0.01% | Mar 12, 2026 |
| O'Hagan Sarah Robb | Director | 47,360 | 0.01% | Mar 12, 2026 |
| Steven D. Miller | Director | 22,094 | 0.01% | Mar 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Carol Ann Clements Chief Digital & Tech Officer | Aug 31, 2026 | Sale(10b5-1 plan) | −2,000 | $4.71 | $9.42K | 181,896 |
| Carol Ann Clements Chief Digital & Tech Officer | Jul 30, 2026 | Sale(10b5-1 plan) | −2,000 | $5.75 | $11.50K | 183,896 |
| Ursula L. Hurley Chief Financial Officer | Jul 30, 2026 | Sale(10b5-1 plan) | −74,276 | $5.75 | $427.09K | 211,099 |
| Ursula L. Hurley Chief Financial Officer | Jul 30, 2026 | Sale(10b5-1 plan) | −2,977 | $6.00 | $17.86K | 285,375 |
| Joanna Geraghty CEO, Director | May 29, 2026 | Tax withholding | −135,873 | $5.38 | $731.00K | 700,328 |
| Joanna Geraghty CEO, Director | May 29, 2026 | Option exercise | +245,700 | – | – | 836,201 |
| Vivek Sharma Director | May 28, 2026 | Sale | −5,000 | $5.40 | $27.00K | 62,479 |
| Vivek Sharma Director | May 28, 2026 | Sale | −585 | $5.42 | $3.17K | 35,479 |
| Vivek Sharma Director | May 28, 2026 | Sale | −26,415 | $5.41 | $142.91K | 36,064 |
| Dawn Southerton Principal Accounting Officer | May 4, 2026 | Sale | −18,193 | $5.00 | $90.97K | 0 |
| Thomas Winkelmann Director | May 1, 2026 | Sale | −13,379 | $4.71 | $63.02K | 0 |
| Thomas Winkelmann Director | May 1, 2026 | Sale | −22,094 | $4.70 | $103.84K | 13,379 |
| Warren Christie Chief Operating Officer | May 1, 2026 | Sale(10b5-1 plan) | −2,680 | $4.65 | $12.46K | 234,833 |
| George Martin J. St President | Apr 30, 2026 | Award | +2,074 | $4.11 | $8.52K | 122,931 |
| Eileen P. McCarthy General Counsel Corp Sec | Apr 30, 2026 | Award | +411 | $4.11 | $1.69K | 36,103 |
| Ursula L. Hurley Chief Financial Officer | Apr 30, 2026 | Award | +2,546 | $4.11 | $10.46K | 288,352 |
| Warren Christie Chief Operating Officer | Apr 30, 2026 | Award | +2,680 | $4.11 | $11.01K | 237,513 |
| George Martin J. St President | Apr 22, 2026 | Option exercise | +46,882 | – | – | 144,791 |
| George Martin J. St President | Apr 22, 2026 | Tax withholding | −23,934 | $5.46 | $130.68K | 120,857 |
| Joanna Geraghty CEO, Director | Apr 10, 2026 | Tax withholding | −34,221 | $4.93 | $168.71K | 590,501 |
| Joanna Geraghty CEO, Director | Apr 10, 2026 | Option exercise | +61,881 | – | – | 624,722 |
| Joanna Geraghty CEO, Director | Apr 10, 2026 | Tax withholding | −39,110 | $4.93 | $192.81K | 562,841 |
| Joanna Geraghty CEO, Director | Apr 10, 2026 | Option exercise | +70,722 | – | – | 601,951 |
| Ursula L. Hurley Chief Financial Officer | Apr 10, 2026 | Tax withholding | −24,009 | $4.93 | $118.36K | 285,806 |
| Ursula L. Hurley Chief Financial Officer | Apr 10, 2026 | Option exercise | +47,030 | – | – | 309,815 |
| Ursula L. Hurley Chief Financial Officer | Apr 10, 2026 | Tax withholding | −31,290 | $4.93 | $154.26K | 262,785 |
| Ursula L. Hurley Chief Financial Officer | Apr 10, 2026 | Option exercise | +61,292 | – | – | 294,075 |
| Warren Christie Chief Operating Officer | Apr 10, 2026 | Tax withholding | −6,366 | $4.93 | $31.38K | 234,833 |
| Warren Christie Chief Operating Officer | Apr 10, 2026 | Option exercise | +18,291 | – | – | 233,758 |
| Warren Christie Chief Operating Officer | Apr 10, 2026 | Tax withholding | −7,410 | $4.93 | $36.53K | 226,348 |
| Warren Christie Chief Operating Officer | Apr 10, 2026 | Option exercise | +14,851 | – | – | 241,199 |
| Carol Ann Clements Chief Digital & Tech Officer | Apr 10, 2026 | Option exercise | +24,752 | – | – | 199,584 |
| Carol Ann Clements Chief Digital & Tech Officer | Apr 10, 2026 | Tax withholding | −13,688 | $4.93 | $67.48K | 185,896 |
| Carol Ann Clements Chief Digital & Tech Officer | Apr 10, 2026 | Option exercise | +35,361 | – | – | 194,387 |
| Carol Ann Clements Chief Digital & Tech Officer | Apr 10, 2026 | Tax withholding | −19,555 | $4.93 | $96.41K | 174,832 |
| Dawn Southerton Principal Accounting Officer | Mar 10, 2026 | Tax withholding | −3,688 | $4.52 | $16.67K | 18,193 |
| Dawn Southerton Principal Accounting Officer | Mar 10, 2026 | Option exercise | +10,229 | – | – | 21,881 |
| Joanna Geraghty CEO, Director | Mar 10, 2026 | Tax withholding | −49,025 | $4.52 | $221.59K | 531,229 |
| Joanna Geraghty CEO, Director | Mar 10, 2026 | Option exercise | +88,652 | – | – | 580,254 |
| Jesse Lynn Director | Mar 10, 2026 | Option exercise | +22,094 | – | – | 22,094 |
| Carol Ann Clements Chief Digital & Tech Officer | Mar 10, 2026 | Tax withholding | −14,841 | $4.52 | $67.08K | 159,026 |
| Carol Ann Clements Chief Digital & Tech Officer | Mar 10, 2026 | Option exercise | +36,824 | – | – | 173,867 |
| Teri P. McClure Director | Mar 10, 2026 | Option exercise | +22,094 | – | – | 42,713 |
| Sean E. Menke Director | Mar 10, 2026 | Option exercise | +22,094 | – | – | 22,094 |
| Warren Christie Chief Operating Officer | Mar 10, 2026 | Option exercise | +47,267 | – | – | 227,525 |
| Warren Christie Chief Operating Officer | Mar 10, 2026 | Tax withholding | −12,058 | $4.52 | $54.50K | 215,467 |
| Steven D. Miller Director | Mar 10, 2026 | Option exercise | +22,094 | – | – | 22,094 |
| Robert F. Leduc Director | Mar 10, 2026 | Option exercise | +22,094 | – | – | 36,124 |
| Nik Mittal Director | Mar 10, 2026 | Option exercise | +22,094 | – | – | 138,537 |
| Eileen P. McCarthy General Counsel Corp Sec | Mar 10, 2026 | Option exercise | +27,277 | – | – | 46,685 |
| Eileen P. McCarthy General Counsel Corp Sec | Mar 10, 2026 | Tax withholding | −10,993 | $4.52 | $49.69K | 35,692 |
| Monte E. Ford Director | Mar 10, 2026 | Option exercise | +22,094 | – | – | 67,479 |
| Ellen Jewett Director | Mar 10, 2026 | Option exercise | +22,094 | – | – | 80,858 |
| Thomas Winkelmann Director | Mar 10, 2026 | Option exercise | +22,094 | – | – | 35,473 |
| Vivek Sharma Director | Mar 10, 2026 | Option exercise | +22,094 | – | – | 67,479 |
| Ursula L. Hurley Chief Financial Officer | Mar 10, 2026 | Option exercise | +62,738 | – | – | 264,811 |
| Ursula L. Hurley Chief Financial Officer | Mar 10, 2026 | Tax withholding | −32,028 | $4.52 | $144.77K | 232,783 |
| O'Hagan Sarah Robb Director | Mar 10, 2026 | Option exercise | +22,094 | – | – | 47,360 |
| George Martin J. St President | Mar 10, 2026 | Option exercise | +62,738 | – | – | 129,937 |
| George Martin J. St President | Mar 10, 2026 | Tax withholding | −32,028 | $4.52 | $144.77K | 97,909 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Carol Ann Clements Officer | Sep 30, 2026 | 2,000 | $8.58K | Sep 30, 2026 | Restricted Stock Vesting |
| Carol Ann Clements Officer | Aug 31, 2026 | 2,000 | $9.42K | Aug 31, 2026 | Restricted Stock Vesting |
| Carol Ann Clements Officer | Jul 30, 2026 | 2,000 | $11.50K | Jul 30, 2026 | Restricted Stock Vesting |
| Ursula L. Hurley Officer | Jul 30, 2026 | 77,253 | $444.95K | Jul 30, 2026 | Restricted Stock Vesting |
| Vivek Sharma Director | May 28, 2026 | 32,000 | $173.07K | May 28, 2026 | Restricted Stock Vesting |
| Dawn Southerton Officer | May 4, 2026 | 18,193 | $90.97K | May 4, 2026 | Restricted Stock Vesting |
| Warren Christie Officer | May 1, 2026 | 2,680 | $12.46K | May 1, 2026 | ESPP Purchase |
| Thomas Winkelmann Director | May 1, 2026 | 35,473 | $166.97K | May 1, 2026 | Restricted Stock Vesting |
| Warren Christie Officer | Nov 12, 2025 | 505 | $2.24K | Nov 11, 2025 | ESPP Purchase |
| Ursula L. Hurley Officer | Feb 18, 2025 | 15,000 | $112.50K | Feb 18, 2025 | Restricted Stock Vesting |
| Gerald Alfred Spencer Officer | Aug 18, 2023 | 11,879 | $75.32K | Aug 18, 2023 | Restricted Stock Vesting |