JP Morgan Chase
AAT

JP Morgan Chase’s American Assets Trust AAT Stock Holding History

JP Morgan Chase’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.5M Sell
1,279,523
-85,876
-6% -$1.61M ﹤0.01% 1949
2025
Q4 		$25.8M Sell
1,365,399
-37,266
-3% -$719K ﹤0.01% 1852
2025
Q3 		$28.5M Buy
1,402,665
+918,635
+190% +$18.5M ﹤0.01% 1811
2025
Q2 		$9.56M Sell
484,030
-246,342
-34% -$4.79M ﹤0.01% 2599
2025
Q1 		$14.7M Buy
730,372
+78,156
+12% +$1.76M ﹤0.01% 2187
2024
Q4 		$17.1M Buy
652,216
+67,687
+12% +$1.85M ﹤0.01% 2187
2024
Q3 		$15.6M Buy
584,529
+72,579
+14% +$1.84M ﹤0.01% 2209
2024
Q2 		$11.5M Sell
511,950
-19,715
-4% -$424K ﹤0.01% 2339
2024
Q1 		$11.6M Buy
531,665
+248,909
+88% +$5.49M ﹤0.01% 2349
2023
Q4 		$6.36M Buy
282,756
+21,896
+8% +$434K ﹤0.01% 2878
2023
Q3 		$5.07M Sell
260,860
-95,939
-27% -$2.02M ﹤0.01% 2842
2023
Q2 		$6.85M Sell
356,799
-37,244
-9% -$698K ﹤0.01% 2622
2023
Q1 		$7.33M Buy
394,043
+74,889
+23% +$1.82M ﹤0.01% 2534
2022
Q4 		$8.46M Sell
319,154
-89,112
-22% -$2.41M ﹤0.01% 2400
2022
Q3 		$10.5M Sell
408,266
-7,174
-2% -$205K ﹤0.01% 2113
2022
Q2 		$12.3M Sell
415,440
-55,537
-12% -$1.86M ﹤0.01% 1982
2022
Q1 		$17.8M Buy
470,977
+17,773
+4% +$651K ﹤0.01% 1866
2021
Q4 		$17M Buy
453,204
+89,877
+25% +$3.38M ﹤0.01% 1953
2021
Q3 		$13.6M Sell
363,327
-198,816
-35% -$7.55M ﹤0.01% 2116
2021
Q2 		$21M Buy
562,143
+57,888
+11% +$2.06M ﹤0.01% 1798
2021
Q1 		$16.4M Sell
504,255
-274,446
-35% -$8.48M ﹤0.01% 1928
2020
Q4 		$22.5M Buy
778,701
+19,994
+3% +$532K ﹤0.01% 1537
2020
Q3 		$18.2M Sell
758,707
-67,561
-8% -$1.75M ﹤0.01% 1555
2020
Q2 		$23M Sell
826,268
-98,291
-11% -$2.69M ﹤0.01% 1283
2020
Q1 		$23.1M Sell
924,559
-49,665
-5% -$2.01M 0.01% 1160
2019
Q4 		$44.7M Sell
974,224
-13,052
-1% -$609K 0.01% 1027
2019
Q3 		$46.1M Buy
987,276
+37,222
+4% +$1.75M 0.01% 990
2019
Q2 		$43.9M Buy
950,054
+70,729
+8% +$3.25M 0.01% 1037
2019
Q1 		$40.3M Sell
879,325
-65,405
-7% -$2.83M 0.01% 1073
2018
Q4 		$37.9M Buy
944,730
+3,908
+0.4% +$152K 0.01% 1036
2018
Q3 		$35.1M Buy
940,822
+76,419
+9% +$2.93M 0.01% 1248
2018
Q2 		$33.1M Buy
864,403
+277,439
+47% +$9.82M 0.01% 1230
2018
Q1 		$19.6M Buy
586,964
+169,252
+41% +$5.74M ﹤0.01% 1524
2017
Q4 		$16M Buy
417,712
+144,089
+53% +$5.67M ﹤0.01% 1750
2017
Q3 		$11M Sell
273,623
-4,206
-2% -$169K ﹤0.01% 1916
2017
Q2 		$10.9M Sell
277,829
-200,411
-42% -$8.22M ﹤0.01% 1899
2017
Q1 		$20M Sell
478,240
-66,525
-12% -$2.85M ﹤0.01% 1470
2016
Q4 		$23.5M Buy
544,765
+137,576
+34% +$5.61M 0.01% 1364
2016
Q3 		$17.7M Sell
407,189
-27,490
-6% -$1.22M ﹤0.01% 1445
2016
Q2 		$18.4M Buy
434,679
+87,550
+25% +$3.52M ﹤0.01% 1450
2016
Q1 		$13.9M Buy
347,129
+32,337
+10% +$1.21M ﹤0.01% 1582
2015
Q4 		$12.1M Sell
314,792
-6,618
-2% -$268K ﹤0.01% 1690
2015
Q3 		$13.1M Buy
321,410
+28,010
+10% +$1.13M ﹤0.01% 1550
2015
Q2 		$11.5M Buy
293,400
+105,093
+56% +$4.26M ﹤0.01% 1826
2015
Q1 		$8.15M Buy
188,307
+84,454
+81% +$3.61M ﹤0.01% 2037
2014
Q4 		$4.13M Buy
103,853
+5,286
+5% +$200K ﹤0.01% 2524
2014
Q3 		$3.25M Sell
98,567
-17,141
-15% -$595K ﹤0.01% 2628
2014
Q2 		$4M Sell
115,708
-6,997
-6% -$238K ﹤0.01% 2192
2014
Q1 		$4.14M Sell
122,705
-8,451
-6% -$276K ﹤0.01% 2197
2013
Q4 		$4.12M Buy
131,156
+45,097
+52% +$1.44M ﹤0.01% 2295
2013
Q3 		$2.63M Buy
86,059
+39,133
+83% +$1.23M ﹤0.01% 2629
2013
Q2 		$1.45M Buy
+46,926
New +$1.55M ﹤0.01% 3026

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase's AAT Position: Q1 2026 in Review

JP Morgan Chase reduced its American Assets Trust (AAT) stake by 6.3% in Q1 2026, selling an estimated $1.61M and leaving 1,279,523 shares worth $23.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

JP Morgan Chase first reported a position in AAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.1M in Q3 2019. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • JP Morgan Chase held 1,279,523 shares of American Assets Trust worth $23.5M as of Q1 2026.
  • JP Morgan Chase sold 85,876 American Assets Trust shares in Q1 2026, an estimated $1.61M.
  • American Assets Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1949 holding.
  • JP Morgan Chase first reported a position in American Assets Trust in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's American Assets Trust position peaked at $46.1M in Q3 2019.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.