KBW Reaffirms JPMorgan (JPM) Outperform, Citing Earnings Momentum and Scale Advantages

JPMorgan Chase & Co. (NYSE:JPM) is one of the best ESG stocks to buy now according to hedge funds. On September 10, Keefe, Bruyette & Woods (KBW) reaffirmed an Outperform rating on JPMorgan Chase & Co. (NYSE:JPM), keeping its $330 price target unchanged, following the bank’s latest capital markets update.

Analyst Christopher McGratty described the update as constructive, noting stronger-than-expected trends in Investment Banking and Markets revenue.

KBW estimated that the performance could add roughly $0.17 per share to its Q3 2025 forecast and about $0.25 per share to consensus expectations, although variable costs may reduce the net benefit by half. Even so, the update increases the confidence in JPMorgan’s earnings momentum.

McGratty highlighted the bank’s advantages of scale, consistency, and regulatory tailwinds as supportive factors for its positive outlook. Management, meanwhile, reiterated a balanced stance on acquisitions, signaling no pressing need for inorganic growth. Together, these factors underpin KBW’s view that JPMorgan remains well-positioned to deliver solid results.

JPMorgan Chase & Co. (NYSE:JPM) is a financial services firm that provides banking, investment, and asset management services to individuals, businesses, governments, and institutions worldwide.

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Disclosure: None. This article is originally published at Insider Monkey.