Jetblue Airways CORP (JBLU) — 13F Filings Explorer (Q2 2026)

JBLU ranks #1538 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

JBLU is a disclosed holding of Carl Icahn (Icahn Enterprises), one of the tracked superinvestors on AlphaSMO — it makes up 1.4% of that fund's own 13F portfolio.

398 institutions disclose a position in JBLU, but none treat it as a major bet — even U S Global Investors Inc, its most concentrated holder, allocates just 3.3% of its own portfolio to it.

Two Sigma Investments, LP has added to its JBLU position for two straight quarters, increasing it by $69.1M to reach $105.3M today.

Icahn Carl C has trimmed its JBLU position for two straight quarters, cutting it by $34.6M while still holding $118.4M.

JBLU is down 2.8% today, but institutions show net buying of $403.2M this quarter — a divergence between today's price move and the underlying institutional flow.

JBLU reported a net loss of $886.0M over the trailing twelve months.

• Not yet profitable — net loss of $886.0M over the trailing twelve months
• Revenue grew 4.0% year over year
• Net income declined year over year, from -$386.0M to -$886.0M
• Operating cash flow was negative, using $94.0M in cash
• Current ratio of 0.74x — below the conventional 1.5x liquidity buffer
• Liabilities run 7.82x equity — a highly leveraged balance sheet worth noting