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.