JPMorgan Chase (JPM) Rose on Renewed Investor Optimism

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The stock market experienced another period of volatility in the second quarter. As of April 8, the S&P 500 Index had declined more than 11% for the quarter but rebounded swiftly as tariff worries diminished, closing with a gain of 10.9% and reaching new all-time highs. The quarter was led by growth as the Russell 1000 Growth Index outperformed the Russell 1000 Value Index. Momentum and earnings growth were the two most positive factors during the quarter. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-quarter 2025 investor letter, Carillon Eagle Growth & Income Fund highlighted stocks such as JPMorgan Chase & Co. (NYSE:JPM). Founded in 1799, JPMorgan Chase & Co. (NYSE:JPM) is a global financial services company. The one-month return of JPMorgan Chase & Co. (NYSE:JPM) was -0.12%, and its shares gained 35.24% of their value over the last 52 weeks. On August 27, 2025, JPMorgan Chase & Co. (NYSE:JPM) stock closed at $299.28 per share, with a market capitalization of $822.945 billion.

Carillon Eagle Growth & Income Fund stated the following regarding JPMorgan Chase & Co. (NYSE:JPM) in its second quarter 2025 investor letter:

“JPMorgan Chase & Co. (NYSE:JPM) contributed to performance as a result of renewed investor optimism about deregulation and a rebound in capital markets activity. Moreover, all large cap banks easily passed the U.S. Federal Reserve’s Comprehensive Capital Analysis and Review (CCAR) stress test and are now in a better position to deliver substantial share repurchases and dividend increases.”

JPMorgan Chase & Co. (JPM): It's The Best Of The Bunch Right Now, Says Jim Cramer

JPMorgan Chase & Co. (NYSE:JPM) is in 22nd on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 124 hedge fund portfolios held JPMorgan Chase & Co. (NYSE:JPM) at the end of the second quarter, which was 129 in the previous quarter. While we acknowledge the risk and potential of JPMorgan Chase & Co. (NYSE:JPM) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than JPMorgan Chase & Co. (NYSE:JPM) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered JPMorgan Chase & Co. (NYSE:JPM) and shared the list of top stocks to buy and hold forever. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.