JPMORGAN CHASE & CO BOAT β€” SONICSHARES GLOBAL SHIPPING

Ownership history in JPMORGAN CHASE & CO  Β·  7 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported SONICSHARES GLOBAL SHIPPING (BOAT) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. The latest visible filing shows BOAT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BOAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in SONICSHARES GLOBAL SHIPPING, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BOAT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BOAT stock page JPMORGAN CHASE & CO fund profile JPMORGAN CHASE & CO full holdings
How JPMORGAN CHASE & CO held BOAT β€” position size vs. price
% of Fund (quarterly)    BOAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 5,705 -71 -1.2% 0.00% $180K 2026-02-14 (Est.) $37.41
2025 Q3 ADDED β€” β€” β€” 5,776 +4,345 +303.6% 0.00% $179K 2025-11-07 $31.03
2025 Q2 ADDED β€” β€” β€” 1,431 +755 +111.7% 0.00% $41K 2025-08-12 $29.60
2025 Q1 ADDED β€” β€” β€” 676 +565 +509.0% 0.00% $18K 2025-05-12 $25.91
2024 Q4 UNCHANGED β€” β€” β€” 111 β€” 0% 0.00% $3K 2025-02-12 $25.81
2024 Q3 UNCHANGED β€” β€” β€” 111 β€” 0% 0.00% $4K 2024-11-08 $27.00
2024 Q2 INITIATED β€” β€” β€” 111 β€” β€” 0.00% $4K 2024-08-12 $26.94

🏒 Other funds also holding BOAT

As of 2026 Q1 β€” sorted by position size

Harbor Asset Planning, Inc. 0.18% Farther Finance Advisors, LLC 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About JPMORGAN CHASE & CO and BOAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning BOAT?

JPMORGAN CHASE & CO reported BOAT across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported BOAT position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for BOAT was 0.00% in 2025 Q4.

What is the latest reported BOAT position on this page?

The most recent filing on this page is 2025 Q4, when JPMORGAN CHASE & CO reported 5,705 shares, equal to 0.00% of portfolio, with an estimated market value of $180K.

What does the chart on this BOAT ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly BOAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JPMORGAN CHASE & CO time their BOAT position?

Based on 13F filing dates vs. subsequent BOAT price moves, JPMORGAN CHASE & CO correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on BOAT relative to SPY over the holding period was +5.4%.

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