Market Volatility: Recent weeks have seen significant market fluctuations, driven by mixed signals regarding Federal Reserve rate cuts and concerns over an AI bubble, leading to elevated levels of the CBOE Volatility Index (VIX).
Earnings Performance: Despite a strong earnings season where a majority of S&P 500 companies exceeded expectations, persistent selling pressure has frustrated investors, highlighting the need for strategic investment decisions.
Investment Analysis Framework: Investors are encouraged to ask critical questions regarding company fundamentals, macroeconomic factors, historical valuations, and technical indicators to guide their buying or selling decisions.
Position Management and Catalysts: Consideration of current position sizes and potential upcoming catalysts is essential for making informed trading decisions, as these factors can significantly influence investment outcomes.
Wall Street analysts forecast JPM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JPM is 341.38 USD with a low forecast of 260.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
Wall Street analysts forecast JPM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JPM is 341.38 USD with a low forecast of 260.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Buy
7 Hold
1 Sell
Moderate Buy
Current: 303.630
Low
260.00
Averages
341.38
High
400.00
Current: 303.630
Low
260.00
Averages
341.38
High
400.00
HSBC
Saul Martinez
Hold
maintain
$237 -> $245
2026-01-07
Reason
HSBC
Saul Martinez
Price Target
$237 -> $245
AI Analysis
2026-01-07
maintain
Hold
Reason
HSBC analyst Saul Martinez raised the firm's price target on JPMorgan to $245 from $237 and keeps a Hold rating on the shares. Bank stocks have pulled back, offering selective opportunities to add exposure, says the analyst, who raised the firm's 2025-26 adjusted EPS estimates among the group by about 1%-7% to incorporate higher net interest income, investment banking fees, and share repurchase estimates.
TD Cowen
Buy
maintain
$375 -> $400
2026-01-07
Reason
TD Cowen
Price Target
$375 -> $400
2026-01-07
maintain
Buy
Reason
TD Cowen raised the firm's price target on JPMorgan to $400 from $375 and keeps a Buy rating on the shares. The firm adjusted bank targets as part of a Q4 earnings preview. TD expects "solid" Q4 reports for the banks with continued balance sheet growth, repricing tailwinds, and a "likely more dovish" Federal Reserve chair in 2026. These "durable tailwinds" should lift bank stocks in 2026, the analyst tells investors in a research note.
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Wolfe Research
Outperform -> Peer Perform
downgrade
2026-01-07
Reason
Wolfe Research
Price Target
2026-01-07
downgrade
Outperform -> Peer Perform
Reason
Wolfe Research downgraded JPMorgan to Peer Perform from Outperform.
Truist
John McDonald
Hold
maintain
$330 -> $331
2026-01-06
Reason
Truist
John McDonald
Price Target
$330 -> $331
2026-01-06
maintain
Hold
Reason
Truist analyst John McDonald raised the firm's price target on JPMorgan to $331 from $330 and keeps a Hold rating on the shares. Core themes for the U.S. large-cap banks feel similar to last year's, including ROTCE expansion levers, net interest margin healing, capital return, positive operating leverage capacity, and whether GSIBs can continue to outperform regionals, the analyst tells investors in a research note. Each of the stocks in the firm's large-cap banks universe has an attractive mix of EPS growth and ROTCE expansion drivers, which set up a solid outlook for 2026, Truist says.
About JPM
JPMorgan Chase & Co. is a financial holding company. The Company is engaged in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. The Company operates through three segments: Consumer & Community Banking (CCB), Commercial & Investment Bank (CIB), and Asset & Wealth Management (AWM). Its CCB segment offers products and services to consumers and small businesses through bank branches, ATMs, digital and telephone banking. Its CIB segment consists of banking and payments and markets and securities services, and offers a suite of investment banking, lending, payments, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients. AWM segment offers investment and wealth management solutions. It offers multi-asset investment management solutions, retirement products and services, brokerage, custody, estate planning, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
