$MS

According to SoSoValue data, US spot Bitcoin ETFs saw $131.1 million in net outflows on Aug. 13 as most products recorded redemptions. Bitcoin fell below $63,000, reversing part of a prior inflow rebound. Morgan Stanley’s Bitcoin Trust added $7.1 million and Grayscale’s Mini Trust $38.9 million, offsetting larger outflows such as ARK 21Shares’ $58.8 million and Fidelity’s FBTC $55.1 million.

According to JPMorgan Chase & Co. and Morgan Stanley Form 13F filings for holdings as of June 30, both increased stakes in crypto ETFs in Q2. JPMorgan raised IBIT shares to about 10.4M (about $356M) and ETHA to about 1.17M, plus first XRP-related positions. Morgan Stanley also added IBIT and expanded ETH exposure.

According to SEC filings, Morgan Stanley and JPMorgan increased their holdings of crypto ETFs in Q2. JPMorgan raised its iShares Bitcoin Trust (IBIT) stake to about 10.4M shares from 8.3M and expanded its BlackRock Ethereum ETF position to about 1.17M shares. Morgan Stanley also added to IBIT and more than tripled its Ethereum ETF shares, while both added Solana exposure; JPMorgan added XRP products.

SEC filings show Morgan Stanley and JPMorgan increased holdings in crypto ETFs in Q2. Morgan Stanley boosted BlackRock’s IBIT by 23% to about 16.5M shares and ETHA by about 202% to 4.6M shares, adding Solana and other crypto products. JPMorgan raised IBIT to ~10.4M shares and ETHA to ~1.17M, plus Solana and XRP exposure. Morgan Stanley’s IBIT value fell to ~$549M from ~$667M.

Morgan Stanley (MS) and JPMorgan (JPM) increased Q2 holdings of crypto ETF products, adding exposure to Bitcoin and Ethereum despite price declines. Morgan Stanley raised IBIT shares 23% to 16.5M (value about $549M) and iShares Ethereum Trust by ~202% to 4.6M. JPMorgan lifted IBIT to ~10.4M shares and Ether ETF to ~1.17M.

Morgan Stanley reported in its Q2 13F that its BlackRock iShares Bitcoin Trust ETF (IBIT) holdings rose 23% to about 16.5 million shares from 13.4 million. It also increased its Morgan Stanley Bitcoin Trust (MSBT) and added to several Bitcoin and Ether ETF positions. Some crypto-linked holdings, including Coinbase, declined.

Morgan Stanley said the negative reaction to Germany’s draft gas network regulation, which weighed on E.ON, Elia and RWE, looks overstated. It cited a draft post-tax cost of equity of 4.9% (5.76% pre-tax) and said gas regulated asset bases are not growing like electricity. The firm recommended buying the stocks on weakness and expects limited read-across to electricity networks.

Strategy bought 34,164 BTC for $2.54B, its largest 2026 purchase, at an average $74,395 per coin. Total holdings rose to 815,061 BTC, surpassing BlackRock’s iShares Bitcoin Trust (IBIT) with about 803,000 BTC. Morgan Stanley’s MSBT drew about $103M in two weeks. MSTR stock was down over 2% premarket.

Bank of America said it will deploy $250 billion over 18 months via its Critical Infrastructure Finance Initiative, starting this year and ending July 4, 2027, focusing on digital, energy and power, and core infrastructure. JPMorgan and Morgan Stanley have similar $1.5 trillion initiatives. Goldman Sachs estimates $581 billion in US AI-related investment this year.

Reuters reports that US banks and asset managers are increasing scrutiny of data center financing as local political and community opposition grows. Bank of America, JPMorgan and Morgan Stanley cite permitting, approvals and community support as part of credit risk. Data Center Watch estimates 75 projects worth about $130 billion faced opposition in Q1 2026. Examples include financing tied to BlackRock/Meta, CyrusOne, and Related Digital/Oracle.