JPMorgan Chase has increased its stake in Tesla by 6.6 million shares in Q2, boosting its total holdings to a record 46.01561 million shares, a 16.7% increase. This marks the third consecutive quarter JPMorgan has set a record for its Tesla holdings and makes it the fifth largest institutional shareholder worldwide.
In a significant move, JPMorgan Chase has increased its stake in Tesla by 6.6 million shares during the second quarter of 2025, boosting its total holdings to a record 46.01561 million shares. This represents a 16.7% increase from the previous quarter, making it the third consecutive quarter that JPMorgan has set a record for its Tesla holdings [2].
The increase in JPMorgan's stake in Tesla marks a continued commitment to the electric vehicle (EV) maker. The bank's position now makes it the fifth largest institutional shareholder worldwide, as Tesla's institutional ownership has grown to 1.58 billion shares held by 3,989 institutional investors [2].
The move comes at a time when Tesla is facing significant challenges, including the elimination of EV subsidies and regulatory credit sales, which have been a substantial revenue stream for the company. The passage of the Big Beautiful Bill has ended all EV subsidies and the monetary implications of automakers not being compliant with Corporate Average Fuel Economy (CAFE) requirements [1]. This development will eliminate a revenue stream that has made Tesla nearly $11.8 billion over the last decade.
Despite these challenges, Tesla continues to attract investment from major financial institutions. JPMorgan Chase's latest investment underscores confidence in Tesla's long-term prospects, particularly in the face of regulatory changes and the evolving landscape of the EV market.
References:
[1] https://www.inkl.com/news/tesla-banked-11-billion-by-selling-regulatory-credits-now-the-party-s-over
[2] https://eletric-vehicles.com/tesla/jp-morgan-buys-6-6m-tesla-shares-in-q2-becomes-5th-largest-shareholder/
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