JPMorgan Chase Q2 2026 13F: largest position changes小摩 (JPMorgan Chase) 2026年Q2 13F:重点持仓变化
📊 13F持仓|小摩 (JPMorgan Chase)
截至2026年6月30日|美股多头市值 $1.7T
重点增持
• 加仓 +15%|谷歌 (GOOG)|期末 $48.4B
• 加仓 +30%|谷歌 (GOOGL)|期末 $32.5B
• 加仓 +64%|美光科技 (MU)|期末 $29.6B
重点减持
• 减仓 -21%|沃尔玛 (WMT)|期末 $15.1B
• 减仓 -25%|埃克森美孚 (XOM)|期末 $14.7B
• 减仓 -15%|麦当劳 (MCD)|期末 $11.6B
注:13F为季度末持仓快照,披露存在滞后。
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📊 13F holdings | JPMorgan Chase
as of 2026-06-30 | reported long value $1.7T
Largest additions
• Shares +15% | Alphabet Inc. (GOOG) | quarter-end $48.4B
• Shares +30% | Google (GOOGL) | quarter-end $32.5B
• Shares +64% | Micron Technology, Inc. (MU) | quarter-end $29.6B
Largest reductions
• Shares -21% | Walmart Inc. (WMT) | quarter-end $15.1B
• Shares -25% | Exxon Mobil Corporation (XOM) | quarter-end $14.7B
• Shares -15% | McDonald's Corporation (MCD) | quarter-end $11.6B
Note: 13F is a delayed quarter-end holdings snapshot.
📊 13F持仓|小摩 (JPMorgan Chase)
截至2026年6月30日|美股多头市值 $1.7T
重点增持
• 加仓 +15%|谷歌 (GOOG)|期末 $48.4B
• 加仓 +30%|谷歌 (GOOGL)|期末 $32.5B
• 加仓 +64%|美光科技 (MU)|期末 $29.6B
重点减持
• 减仓 -21%|沃尔玛 (WMT)|期末 $15.1B
• 减仓 -25%|埃克森美孚 (XOM)|期末 $14.7B
• 减仓 -15%|麦当劳 (MCD)|期末 $11.6B
注:13F为季度末持仓快照,披露存在滞后。
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📊 13F holdings | JPMorgan Chase
as of 2026-06-30 | reported long value $1.7T
Largest additions
• Shares +15% | Alphabet Inc. (GOOG) | quarter-end $48.4B
• Shares +30% | Google (GOOGL) | quarter-end $32.5B
• Shares +64% | Micron Technology, Inc. (MU) | quarter-end $29.6B
Largest reductions
• Shares -21% | Walmart Inc. (WMT) | quarter-end $15.1B
• Shares -25% | Exxon Mobil Corporation (XOM) | quarter-end $14.7B
• Shares -15% | McDonald's Corporation (MCD) | quarter-end $11.6B
Note: 13F is a delayed quarter-end holdings snapshot.
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考,不构成投资建议。