JPMorgan just updated its Focus List, which includes the stocks analysts have chosen to focus on. These include new additions and removals.
As usual, JPMorgan’s research division has also updated its Focus List for the month of September, the list of stocks its analysts are betting on.
The new entries that were added to the Wall Street giant’s top picks are highlighted, in a phase that continues to reward US equities, aided by expectations of an imminent US interest rate cut by the Federal Reserve. The market, as shown by the CME’s FedWatch Tool, is recommending a 25 basis point cut in the fed funds rate, at the upcoming FOMC meeting, with a probability of almost 90%.
It was precisely this speculation that caused the Dow Jones to gain more than 3%, the S&P 500 to gain almost 2%, and the Nasdaq Composite to advance about 1.6%. September, on the other hand, is not usually a favorable month for Wall Street—quite the opposite. History shows this, as reported by Bespoke, which shows that the S&P 500 suffered an average loss of 0.7% over the month. That said, keep an eye on the new stocks that JP Morgan has decided to add to its Focus List.
Stocks JPMorgan has added to its Focus List
The names of the stocks JPMorgan has added to its Focus List are as follows:
- ACV Auctions (the digital platform for wholesale auctions of used vehicles between dealers (B2B)
- Cellebrite (Israeli company developing software and hardware to extract data from a wide range of mobile devices)
- McCormick (company active in the distribution of spices, herbs, and flavorings for large retailers, food manufacturers, and food service)
- PTC Therapeutics (company specializing in the development of therapies for rare diseases, focused on the production of innovative drugs)
- Armstrong World Industries, a leading designer and manufacturer of wall and ceiling systems for the commercial and residential construction sectors.
Focus in particular on PTC Therapeutics stock and Armstrong World Industries
Particular attention should be paid to biopharmaceutical stock PTC Therapeutics, which has gained 16% this year, and for which JPMorgan has set a target price of $68, implying a 38% jump from its closing price last Friday.
Among the new entries, Armstrong World Industries is also under scrutiny, whose shares have already jumped 37% in 2025, but which could rise further, according to JPMorgan, by another 7%, based on the analysts’ target price of $210.
JPMorgan initiated coverage on the stock in June, with an overweight rating.
The four stocks JPMorgan dumped
In the Focus List of JPMorgan, however, no longer lists some stocks, which were removed by analysts at the American giant.
The following stocks have been removed:
- Roivant
- BellRing Brands
- Edgewise Therapeutics
- Carlisle
Original article published on Money.it Italy 2025-09-03 10:23:46. Original title: JPMorgan aggiorna la lista delle sue azioni preferite. Le new entry (e quelle mollate)
