American Assets Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $55.8M | Hold |
2,259,400
| – | – | 3.78% | 5 |
|
|
2025
Q4 | $60.8M | Buy |
2,259,400
+2,081,800
| +1,172% | +$645M | 4.2% | 3 |
|
|
2025
Q3 | $56M | Hold |
177,600
| – | – | 4.11% | 4 |
|
|
2025
Q2 | $51.5M | Hold |
177,600
| – | – | 4.14% | 3 |
|
|
2025
Q1 | $43.6M | Hold |
177,600
| – | – | 3.81% | 4 |
|
|
2024
Q4 | $42.6M | Hold |
177,600
| – | – | 3.47% | 5 |
|
|
2024
Q3 | $37.4M | Hold |
177,600
| – | – | 3.28% | 6 |
|
|
2024
Q2 | $35.9M | Hold |
177,600
| – | – | 3.36% | 5 |
|
|
2024
Q1 | $35.6M | Hold |
177,600
| – | – | 3.38% | 4 |
|
|
2023
Q4 | $30.2M | Hold |
177,600
| – | – | 3.12% | 5 |
|
|
2023
Q3 | $25.8M | Hold |
177,600
| – | – | 2.87% | 6 |
|
|
2023
Q2 | $25.8M | Hold |
177,600
| – | – | 2.87% | 6 |
|
|
2023
Q1 | $23.1M | Hold |
177,600
| – | – | 2.67% | 6 |
|
|
2022
Q4 | $23.8M | Hold |
177,600
| – | – | 2.76% | 6 |
|
|
2022
Q3 | $18.6M | Hold |
177,600
| – | – | 2.42% | 8 |
|
|
2022
Q2 | $20M | Hold |
177,600
| – | – | 2.5% | 8 |
|
|
2022
Q1 | $24.2M | Hold |
177,600
| – | – | 2.56% | 8 |
|
|
2021
Q4 | $28.1M | Hold |
177,600
| – | – | 3.03% | 5 |
|
|
2021
Q3 | $29.1M | Hold |
177,600
| – | – | 3.6% | 4 |
|
|
2021
Q2 | $27.6M | Hold |
177,600
| – | – | 3.61% | 4 |
|
|
2021
Q1 | $27M | Hold |
177,600
| – | – | 3.73% | 3 |
|
|
2020
Q4 | $22.6M | Hold |
177,600
| – | – | 3.67% | 4 |
|
|
2020
Q3 | $17.1M | Buy |
177,600
+15,000
| +9% | +$1.47M | 3.52% | 5 |
|
|
2020
Q2 | $15.3M | Hold |
162,600
| – | – | 3.46% | 5 |
|
|
2020
Q1 | $14.6M | Hold |
162,600
| – | – | 3.13% | 4 |
|
|
2019
Q4 | $22.7M | Hold |
162,600
| – | – | 3.4% | 3 |
|
|
2019
Q3 | $19.1M | Hold |
162,600
| – | – | 3.07% | 3 |
|
|
2019
Q2 | $18.2M | Hold |
162,600
| – | – | 2.9% | 3 |
|
|
2019
Q1 | $16.4M | Buy |
162,600
+3,000
| +2% | +$309K | 2.66% | 3 |
|
|
2018
Q4 | $15.6M | Hold |
159,600
| – | – | 2.81% | 3 |
|
|
2018
Q3 | $18.3M | Hold |
159,600
| – | – | 3.01% | 3 |
|
|
2018
Q2 | $16.7M | Hold |
159,600
| – | – | 2.93% | 3 |
|
|
2018
Q1 | $17.6M | Sell |
159,600
-245
| -0.2% | -$27.7K | 3.33% | 3 |
|
|
2017
Q4 | $17.1M | Sell |
159,845
-9,270
| -5% | -$939K | 3.28% | 3 |
|
|
2017
Q3 | $16.2M | Hold |
169,115
| – | – | 3.23% | 3 |
|
|
2017
Q2 | $15.5M | Sell |
169,115
-10,270
| -6% | -$886K | 3.2% | 3 |
|
|
2017
Q1 | $15.8M | Hold |
179,385
| – | – | 3.21% | 4 |
|
|
2016
Q4 | $15.5M | Sell |
179,385
-13,655
| -7% | -$1.04M | 3.27% | 4 |
|
|
2016
Q3 | $12.9M | Hold |
193,040
| – | – | 2.95% | 4 |
|
|
2016
Q2 | $12M | Buy |
193,040
+10,030
| +5% | +$626K | 2.92% | 5 |
|
|
2016
Q1 | $10.8M | Buy |
183,010
+20,000
| +12% | +$1.17M | 2.94% | 4 |
|
|
2015
Q4 | $10.8M | Buy |
163,010
+4,470
| +3% | +$291K | 2.98% | 4 |
|
|
2015
Q3 | $9.67M | Buy |
158,540
+3,030
| +2% | +$198K | 2.92% | 4 |
|
|
2015
Q2 | $10.5M | Hold |
155,510
| – | – | 3.15% | 3 |
|
|
2015
Q1 | $9.42M | Hold |
155,510
| – | – | 3.01% | 3 |
|
|
2014
Q4 | $9.73M | Hold |
155,510
| – | – | 3.06% | 4 |
|
|
2014
Q3 | $9.37M | Hold |
155,510
| – | – | 3.32% | 4 |
|
|
2014
Q2 | $8.96M | Buy |
155,510
+10,000
| +7% | +$562K | 2.52% | 4 |
|
|
2014
Q1 | $8.83M | Buy |
145,510
+490
| +0.3% | +$28.3K | 2.77% | 3 |
|
|
2013
Q4 | $8.48M | Hold |
145,020
| – | – | 3.18% | 4 |
|
|
2013
Q3 | $7.5M | Buy |
145,020
+1,700
| +1% | +$91.2K | 2.64% | 4 |
|
|
2013
Q2 | $7.57M | Buy |
+143,320
| New | +$7.29M | 2.79% | 3 |
|
Other funds holding JPM
VCM
VPM
American Assets Investment Management's JPM Position: Q1 2026 in Review
American Assets Investment Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,259,400 shares worth $55.8M. The position accounts for 3.78% of the portfolio, ranked #5.
American Assets Investment Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $60.8M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- American Assets Investment Management held 2,259,400 shares of JPMorgan Chase worth $55.8M as of Q1 2026.
- American Assets Investment Management left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 3.78% of American Assets Investment Management's portfolio in Q1 2026, its #5 holding.
- American Assets Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- American Assets Investment Management's JPMorgan Chase position peaked at $60.8M in Q4 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on American Assets Investment Management's 13F filing for Q1 2026, filed 11 May 2026.