JP Morgan
Upgrade grade
B
Downgrade grade
A
JPMorgan Chase & Co., founded in 1799 and one of the oldest and largest investment banks in the United States, operates a sprawling equities research division that has made approximately 19,170 analyst ratings calls covering US equities. The firm's research operation is among the most expansive on Wall Street, staffed with hundreds of analysts covering virtually every major sector and market cap range across the economy. JPMorgan is particularly renowned for its deep institutional knowledge and coverage across financials, industrials, technology, healthcare, and consumer sectors, leveraging the firm's unparalleled access to corporate management and market-moving data. What distinguishes JPMorgan's research culture is its integration across the firm's sprawling investment banking, trading, and wealth management divisions, which allows analysts to develop proprietary insights while maintaining some of the highest visibility into corporate strategy and capital allocation decisions in the industry.
Upgrades
2,081
76.93% win rate
· avg +2.97% D1
Downgrades
2,361
78.44% win rate
· avg -4.01% D1
Avg Gap — Upgrades
+2.71%
open vs prev close
Avg Gap — Downgrades
-3.66%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Consumer Cyclical | 80.97% (310) | +3.62% | 79.63% (324) | -4.36% |
| Technology | 79.72% (286) | +3.80% | 82.63% (334) | -4.75% |
| Industrials | 78.20% (266) | +2.53% | 80.47% (297) | -2.94% |
| Financial Services | 75.20% (250) | +2.43% | 70.21% (282) | -2.10% |
| Healthcare | 79.90% (199) | +5.14% | 82.91% (275) | -8.73% |
| Basic Materials | 74.63% (201) | +2.15% | 79.52% (210) | -2.39% |
| Energy | 65.81% (155) | +1.72% | 73.81% (168) | -1.89% |
| Real Estate | 69.92% (133) | +1.09% | 73.03% (152) | -1.58% |
| Consumer Defensive | 83.48% (115) | +1.94% | 80.92% (131) | -5.49% |
| Communication Services | 81.31% (107) | +5.29% | 80.95% (126) | -5.69% |
| Utilities | 65.31% (49) | +0.70% | 70.00% (50) | -1.64% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 69.8% | 63 | 81.6% | 98 |
| 2025 | 79.9% | 194 | 76.1% | 213 |
| 2024 | 75.9% | 191 | 78.8% | 217 |
| 2023 | 77.0% | 174 | 75.8% | 165 |
| 2022 | 76.6% | 154 | 83.1% | 219 |
| 2021 | 75.9% | 187 | 76.8% | 168 |
| 2020 | 74.8% | 206 | 74.6% | 240 |
| 2019 | 85.4% | 151 | 75.6% | 193 |
| 2018 | 74.8% | 143 | 79.3% | 174 |
| 2017 | 82.5% | 126 | 81.8% | 154 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| May 21, 2026 | NVDA | — | — | Reiterates | Overweight | $280 | — | — |
| May 21, 2026 | FLYW | Flywire Corporation | Technology | Upgrade | Underweight → Neutral | $16 | — | — |
| May 21, 2026 | AEE | Ameren Corporation | Utilities | Upgrade | Neutral → Overweight | $126 | — | — |
| May 19, 2026 | XE | X-Energy, Inc. Class A Common Stock | Industrials | Initiates | Overweight | $38 | +2.9% | +4.6% |
| May 18, 2026 | YSWY | Yesway, Inc. | — | Initiates | Neutral | $29 | -2.4% | -2.2% |
| May 18, 2026 | WLK | Westlake Corporation | Basic Materials | Upgrade | Underweight → Neutral | $90 | +1.8% | +3.2% |
| May 18, 2026 | CCK | Crown Holdings, Inc. | Consumer Cyclical | Upgrade | Neutral → Overweight | $107 | +1.5% | +1.1% |
| May 18, 2026 | BALL | Ball Corporation | Consumer Cyclical | Upgrade | Neutral → Overweight | $60 | +1.3% | +1.1% |
| May 15, 2026 | ALLE | Allegion plc | Industrials | Downgrade | Overweight → Neutral | $150 | -1.6% | -4.2% |
| May 15, 2026 | AOS | A. O. Smith Corporation | Industrials | Downgrade | Neutral → Underweight | $60 | -1.7% | -3.4% |
| May 15, 2026 | TKR | The Timken Company | Industrials | Upgrade | Underweight → Neutral | $130 | -0.2% | -1.9% |
| May 14, 2026 | JBS | JBS N.V. | Consumer Defensive | Downgrade | Overweight → Neutral | $18 | -1.4% | -4.8% |
| May 14, 2026 | CMP | Compass Minerals International, Inc. | Basic Materials | Upgrade | Underweight → Neutral | $30 | +4.3% | -0.2% |
| May 14, 2026 | CAKE | The Cheesecake Factory Incorporated | Consumer Cyclical | Upgrade | Underweight → Neutral | $68 | +3.0% | +3.1% |
| May 13, 2026 | HEINY | — | — | Downgrade | Overweight → Neutral | — | -1.1% | -0.6% |
| May 12, 2026 | VSNT | Versant Media Group, Inc. Class A | Industrials | Initiates | Neutral | $43 | -0.8% | -2.3% |
| May 12, 2026 | KLRA | Kailera Therapeutics, Inc. | Healthcare | Initiates | Overweight | $30 | +2.1% | -2.7% |
| May 12, 2026 | ALMR | Alamar Biosciences, Inc. | Healthcare | Initiates | Overweight | $30 | +0.2% | -3.8% |
| May 12, 2026 | AVEX | Aevex Corp. | Industrials | Initiates | Overweight | $33 | +5.6% | +15.3% |
| May 12, 2026 | CE | Celanese Corporation | Basic Materials | Upgrade | Neutral → Overweight | $68 | +2.1% | -0.1% |
| May 12, 2026 | BAK | Braskem S.A. | Basic Materials | Upgrade | Neutral → Overweight | $6 | +8.9% | +26.1% |
| May 11, 2026 | OKLO | Oklo Inc. | Utilities | Initiates | Neutral | $83 | -1.5% | +7.8% |
| May 11, 2026 | WEN | The Wendy's Company | Consumer Cyclical | Downgrade | Neutral → Underweight | $6 | -4.0% | -7.4% |
| May 8, 2026 | MNST | Monster Beverage Corporation | Consumer Defensive | Reiterates | Neutral | $83 | +11.2% | +13.6% |
| May 8, 2026 | CEVA | CEVA, Inc. | Technology | Initiates | Neutral | $30 | +1.5% | +9.6% |