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JPMorgan spotlighted a fresh set of stocks, reflecting its analysts' top picks as May begins, including Caterpillar , Bank of America and TJX Companies . The firm's focus list includes its top equity ideas targeted around growth, income, value and short strategies. Nicholas Rosato, head of JPMorgan's North American Equity Research, said all the stocks on the list have an overweight rating. Here are some of the top picks: United Airlines shares are up about 25% in 2024, fueled largely by a strong second-quarter earnings forecast . No longer included in this month's focus list are CMS Energy and Prologis , both of which are still rated overweight by JPMorgan.
Persons: Nicholas Rosato, Morgan Stanley, Ravi Shanker, Jay Sole, Rosato Organizations: JPMorgan, Caterpillar, Bank of America, TJX Companies, North American Equity Research, United Airlines, Boeing, Investors, UBS, CMS Energy, Prologis, CMS Locations: Thursday's, Maxx
Here are JPMorgan’s top stock picks heading into December
  + stars: | 2023-12-01 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
JPMorgan Chase added a key information security stock to its list of favorite stock picks for December and parted with three names, including HP , from November . The firm added CyberArk to its Analyst Focus List, as well as biopharmaceutical firm Cytokinetics . The JPMorgan list covers its best stock ideas that fit into three categories: growth, value and short investment ideas. Here are some of the other top picks on the JPMorgan list. CYBR YTD mountain CyberArk stock.
Persons: JPMorgan Chase, Nicholas Rosato Jr, Rosato, — CNBC's Michael Bloom Organizations: JPMorgan, HP, Palo Alto Networks, North
These are JPMorgan's top stock picks for December
  + stars: | 2022-12-05 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
JPMorgan has unveiled its top picks for December, as traders try to wrap up a tumultuous year on a strong note. JPMorgan's price target of $26 per share implies an upside of 12.9% from Friday's close. "The stock offers good value in the already discounted strip center sector, and we see its self-funded redevelopment program as driving NAV/FFO growth over time," said Nicholas Rosato, JPMorgan's head of North America equity research. "We like GWRE for its scale, focus on large Tier carriers, visible cloud market share gains and high liquidity of shares," Rosato said. Dollar Tree , TransUnion and Mirati Therapeutics remained among JPMorgan's top picks, along with Amazon, Public Storage, S & P Global and Allstate.
While the S&P 500 is down nearly 20% year-to-date, its energy sector is up about 60% so far in 2022. JPMorgan recommends these 8 Russell 2000-listed energy stocks amid a harsh macro backdrop. Amid the central bank's monetary tightening to combat near 40-year high inflation, stocks continue their downtrend. Energy stocks, in particular, could be a nice buying opportunity as the US economy appears to be heading toward a recession. With a mix of both growth and value stocks, JPMorgan recommends these 10 Russell 2000-listed stocks amid harsh macro conditions.
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