JP Morgan Chase
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JP Morgan Chase’s SonicShares Global Shipping ETF BOAT Stock Holding History

JP Morgan Chase’s Portfolio BOAT Stock Details BOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$154K Sell
4,026
-908
-18% -$37.4K ﹤0.01% 5761
2026
Q1 		$195K Sell
4,934
-771
-14% -$29K ﹤0.01% 5483
2025
Q4 		$180K Sell
5,705
-71
-1% -$2.25K ﹤0.01% 5594
2025
Q3 		$179K Buy
5,776
+4,345
+304% +$136K ﹤0.01% 5574
2025
Q2 		$40.7K Buy
1,431
+755
+112% +$20.9K ﹤0.01% 5991
2025
Q1 		$17.8K Buy
676
+565
+509% +$15.6K ﹤0.01% 6182
2024
Q4 		$3.1K Hold
111
– – ﹤0.01% 6578
2024
Q3 		$3.94K Hold
111
– – ﹤0.01% 6529
2024
Q2 		$4.06K Buy
+111
New +$3.83K ﹤0.01% 6420

Other funds holding BOAT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
WI
Westbourne Investments Alexandria, Virginia $245M AUM 55.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase's BOAT Position: Q2 2026 in Review

JP Morgan Chase reduced its SonicShares Global Shipping ETF (BOAT) stake by 18% in Q2 2026, selling an estimated $37.4K and leaving 4,026 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #5761.

JP Morgan Chase first reported a position in BOAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $195K in Q1 2026. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

  • JP Morgan Chase held 4,026 shares of SonicShares Global Shipping ETF worth $154K as of Q2 2026.
  • JP Morgan Chase sold 908 SonicShares Global Shipping ETF shares in Q2 2026, an estimated $37.4K.
  • SonicShares Global Shipping ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5761 holding.
  • JP Morgan Chase first reported a position in SonicShares Global Shipping ETF in Q2 2024 and has held it in 9 quarters since.
  • JP Morgan Chase's SonicShares Global Shipping ETF position peaked at $195K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.