JPMorgan was added as a new long idea at Hedgeye.
“We see a balanced, multi-engine model (CCB + CIB + AWM), a fortress balance sheet, and accelerating capital return positioning the stock for meaningful upside,” Hedgeye analyst Josh Steiner wrote in a note on Friday.
Steiner added that he sees “macro tailwinds amplifying these strengths through 1H26, while NII resilience (FY25 guide raised to $95.5B), diversified fee growth, and idiosyncratic catalysts create clear upside.”