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American Assets Investment Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Assets Investment Management, LLC on JPM, newest first. How the timeline and the estimate are built.

American Assets Investment Management, LLC held 259,400 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,400 shares
    Change vs previous 13F -2,000,000 shares

    3.61% of the 13F portfolio, value $59,641,799.

    13F-HR 0001389256-26-000008 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,259,400 shares
    Change vs previous 13F 0 shares

    3.78% of the 13F portfolio, value $55,753,947.

    13F-HR 0001389256-26-000005 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,259,400 shares
    Change vs previous 13F +2,081,800 shares

    4.2% of the 13F portfolio, value $60,788,224.

    13F-HR 0001389256-26-000003 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 177,600 shares
    Change vs previous 13F 0 shares

    4.11% of the 13F portfolio, value $56,020,368.

    13F-HR 0001389256-25-000019 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 177,600 shares
    Change vs previous 13F 0 shares

    4.14% of the 13F portfolio, value $51,488,016.

    13F-HR 0001389256-25-000012 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 177,600 shares
    Change vs previous 13F 0 shares

    3.81% of the 13F portfolio, value $43,565,280.

    13F-HR/A 0001389256-25-000009 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 177,600 shares
    Change vs previous 13F 0 shares

    3.47% of the 13F portfolio, value $42,572,496.

    13F-HR 0001581794-25-000005 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 177,600 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $37,448,736.

    13F-HR 0001389256-24-000023 filed by American Assets Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).