JPMorgan added as a new long idea at Hedgeye

[JP Morgan Chase and Co]
subman/iStock Unreleased via Getty Images

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."

MORE ON JPMORGAN CHASE

* JPMorgan: Life's Good At The Top [https://seekingalpha.com/article/4812340-jpmorgan-lifes-good-at-the-top]
* JPMorgan: Set To Win Big From Goldman's Apple Card Divestiture [https://seekingalpha.com/article/4810269-jpmorgan-set-to-win-big-from-goldmans-apple-card-divestiture]
* JPMorgan Chase's Newest 6% Bond Appears Better Than CDs Or Treasuries [https://seekingalpha.com/article/4805244-jpmorgan-chases-newest-6-percent-bond-appears-better-than-cds-and-treasuries]
* JPMorgan Chase to roll out retail banking in Germany next year - report [https://seekingalpha.com/news/4492309-jpmorgan-chase-to-roll-out-retail-banking-in-germany-in-q2-2026---report]
* Stripe files objection to JPMorgan's fees for data access [https://seekingalpha.com/news/4491450-stripe-files-objection-to-jpmorgans-fees-for-data-access]