JPM analyst scorecard · JPMorgan Chase
43 rating changes on JPM in the last 12 months. 59% of bullish calls were right at 30 days. Street grade C on 28 scored calls. Consensus target $376, 7% above the last close.
Graded through 2026-09-14 · last close $350.56 (2026-09-14). Rebuilt every morning.
Holds on JPM, read: 0 cut to or raised to Hold (graded as the change) · 3 Holds whose target leaned 10%+ one way (graded that way) · 15 true Holds, not graded.
Firm by firm
| Firm | Calls | Scored | Right | Accuracy | Grade | Avg 30d | Avg 90d | Latest | Date | Target |
|---|---|---|---|---|---|---|---|---|---|---|
| Evercore ISI Group | 5 | 5 | 3 | 60.0% | B | +2.8% | +9.2% | Outperform | 2026-07-17 | $368 |
| Wells Fargo | 6 | 6 | 3 | 50.0% | C | -0.2% | +0.3% | Overweight | 2026-08-14 | $390 |
| Truist Securities | 8 | 1 | 1 | — | — | -0.6% | +2.0% | Hold | 2026-07-15 | $352 |
| UBS | 3 | 3 | 3 | — | — | +2.6% | +8.6% | Buy | 2026-08-03 | $400 |
| Bank of America | 2 | 2 | 2 | — | — | +5.1% | — | Buy | 2026-07-16 | $420 |
| RBC Capital | 1 | 1 | 1 | — | — | +4.6% | — | Outperform | 2026-07-15 | $370 |
| Keefe, Bruyette & Woods | 2 | 2 | 1 | — | — | +1.9% | -8.9% | Outperform | 2026-07-15 | $384 |
| Piper Sandler | 2 | 2 | 1 | — | — | +2.7% | +11.8% | Overweight | 2026-04-14 | $345 |
| Barclays | 3 | 3 | 1 | — | — | -0.4% | -4.9% | Overweight | 2026-07-15 | $420 |
| Morgan Stanley | 3 | 1 | 0 | — | — | +0.2% | +2.1% | Equal-Weight | 2026-06-29 | $362 |
| Citigroup | 2 | 0 | 0 | — | — | +0.7% | +4.0% | Neutral | 2026-07-20 | $360 |
| Jefferies | 2 | 0 | 0 | — | — | +2.1% | +13.2% | Hold | 2026-04-15 | $320 |
| Freedom Broker | 2 | 0 | 0 | — | — | -0.4% | +2.8% | Hold | 2026-01-22 | $320 |
| Baird | 1 | 1 | 0 | — | — | +4.6% | — | Neutral | 2026-07-15 | $305 |
| CICC | 1 | 1 | 0 | — | — | -1.7% | +1.1% | Outperform | 2026-01-14 | $355 |
Dimmed rows have fewer than 4 scored calls on JPM — too few to grade.
Every call, last 12 months
| Date | Firm | Change | Action | Graded as | Price at call | Run before | +30d | +60d | +90d | Target · 90d check | Hit |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-14 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $362.84 | +4.6% | -3.4% | — | — | $390 | ✗ |
| 2026-08-03 | UBS | Buy → Buy | maintained | Bullish | $352.64 | +5.4% | +1.0% | — | — | $400 | ✓ |
| 2026-07-20 | Citigroup | Neutral → Neutral | maintained | True hold · target +6% | $338.87 | +4.2% | +5.4% | — | — | $360 | not graded |
| 2026-07-17 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $341.10 | +2.3% | +5.8% | — | — | $368 | ✓ |
| 2026-07-16 | Bank of America | Buy → Buy | maintained | Bullish | $343.15 | +3.6% | +5.2% | +2.2% | — | $420 | ✓ |
| 2026-07-15 | Baird | Neutral → Neutral | maintained | Leans bearish · Neutral, target -12% | $346.91 | +8.6% | +4.6% | +1.1% | — | $305 | ✗ |
| 2026-07-15 | RBC Capital | Outperform → Outperform | maintained | Bullish | $346.91 | +8.6% | +4.6% | +1.1% | — | $370 | ✓ |
| 2026-07-15 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $346.91 | +8.6% | +4.6% | +1.1% | — | $375 | ✓ |
| 2026-07-15 | Truist Securities | Hold → Hold | maintained | True hold · target +1% | $346.91 | +8.6% | +4.6% | +1.1% | — | $352 | not graded |
| 2026-07-15 | Barclays | Overweight → Overweight | maintained | Bullish | $346.91 | +8.6% | +4.6% | +1.1% | — | $420 | ✓ |
| 2026-07-15 | Keefe, Bruyette & Woods | Outperform → Outperform | maintained | Bullish | $346.91 | +8.6% | +4.6% | +1.1% | — | $384 | ✓ |
| 2026-07-07 | Bank of America | Buy → Buy | maintained | Bullish | $339.22 | +8.6% | +5.0% | +4.2% | — | $408 | ✓ |
| 2026-07-07 | UBS | Buy → Buy | maintained | Bullish | $339.22 | +8.6% | +5.0% | +4.2% | — | $384 | ✓ |
| 2026-07-06 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $337.72 | +8.1% | +6.4% | +6.2% | — | $360 | ✓ |
| 2026-07-06 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $337.72 | +8.1% | +6.4% | +6.2% | — | $360 | ✓ |
| 2026-06-29 | Morgan Stanley | Equal-Weight → Equal-Weight | maintained | True hold · target +9% | $329.39 | +10.1% | +4.7% | +8.6% | — | $362 | not graded |
| 2026-06-26 | Truist Securities | Hold → Hold | maintained | True hold · target +4% | $329.05 | +9.9% | +8.2% | +8.4% | — | $344 | not graded |
| 2026-04-17 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $310.29 | +7.8% | -3.1% | +6.7% | +10.6% | $340 hit | ✗ |
| 2026-04-15 | Jefferies | Hold → Hold | maintained | True hold · target +4% | $305.93 | +6.9% | -2.6% | +4.4% | +12.1% | $320 hit | not graded |
| 2026-04-15 | Truist Securities | Hold → Hold | maintained | True hold · target +8% | $305.93 | +6.9% | -2.6% | +4.4% | +12.1% | $332 hit | not graded |
| 2026-04-14 | Piper Sandler | Overweight → Overweight | maintained | Bullish | $311.12 | +9.8% | -3.6% | +2.7% | +7.5% | $345 hit | ✗ |
| 2026-04-06 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $295.45 | +2.1% | +6.6% | +5.7% | +14.3% | $320 hit | ✓ |
| 2026-03-30 | Piper Sandler | Overweight → Overweight | reiterated | Bullish | $283.77 | -5.5% | +9.0% | +5.5% | +16.1% | $325 hit | ✓ |
| 2026-03-26 | Truist Securities | Hold → Hold | maintained | Leans bullish · Hold, target +10% | $291.66 | -1.9% | +6.8% | +5.2% | +14.3% | $323 hit | ✓ |
| 2026-03-26 | Jefferies | Hold | initiated | True hold · target +6% | $291.66 | -1.9% | +6.8% | +5.2% | +14.3% | $310 hit | not graded |
| 2026-02-25 | Truist Securities | Hold → Hold | maintained | True hold · target +8% | $303.30 | +0.8% | -6.8% | +2.8% | +1.1% | $330 missed | not graded |
| 2026-02-17 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $307.13 | -1.7% | -6.2% | +3.2% | -2.1% | $350 missed | ✗ |
| 2026-01-22 | Freedom Broker | Hold → Hold | maintained | True hold · target +5% | $303.63 | -6.8% | -2.0% | -4.5% | +3.1% | $320 hit | not graded |
| 2026-01-14 | CICC | Outperform | initiated | Bullish | $307.87 | -3.8% | -1.7% | -7.0% | +1.1% | $355 missed | ✗ |
| 2026-01-06 | Truist Securities | Hold → Hold | maintained | True hold · target -1% | $334.61 | +6.2% | -7.3% | -13.4% | -11.7% | $331 missed | not graded |
| 2026-01-05 | Barclays | Overweight → Overweight | maintained | Bullish | $334.04 | +6.0% | -5.0% | -13.3% | -11.6% | $391 missed | ✗ |
| 2025-12-18 | Truist Securities | Hold → Hold | maintained | True hold · target +5% | $313.00 | +4.5% | -3.3% | -1.9% | -8.1% | $330 missed | not graded |
| 2025-12-17 | Keefe, Bruyette & Woods | Outperform → Outperform | maintained | Bullish | $314.98 | +4.9% | -0.8% | -2.5% | -8.9% | $363 missed | ✗ |
| 2025-11-03 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $309.35 | -0.2% | +0.9% | +5.2% | -0.4% | $350 missed | ✓ |
| 2025-10-23 | Freedom Broker | Hold → Hold | maintained | True hold · target +5% | $294.54 | -5.8% | +1.2% | +9.7% | +2.5% | $310 hit | not graded |
| 2025-10-15 | Barclays | Overweight → Overweight | maintained | Bullish | $305.69 | -1.0% | -0.7% | +4.7% | +1.7% | $342 missed | ✗ |
| 2025-10-15 | Morgan Stanley | Equal-Weight → Equal-Weight | maintained | Leans bullish · Equal-Weight, target +10% | $305.69 | -1.0% | -0.7% | +4.7% | +1.7% | $338 missed | ✗ |
| 2025-10-07 | UBS | Buy → Buy | maintained | Bullish | $307.69 | — | +1.9% | +2.4% | +8.6% | $350 hit | ✓ |
| 2025-09-30 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $315.43 | — | -1.9% | -2.1% | +2.6% | $330 hit | ✗ |
| 2025-09-29 | Morgan Stanley | Equal-Weight → Equal-Weight | maintained | True hold · target +6% | $315.69 | — | -3.2% | -0.8% | +2.5% | $336 hit | not graded |
| 2025-09-24 | Truist Securities | Hold → Hold | maintained | True hold · target +1% | $313.42 | — | -4.1% | -4.9% | +4.0% | $319 hit | not graded |
| 2025-09-24 | Citigroup | Neutral → Neutral | maintained | True hold · target +3% | $313.42 | — | -4.1% | -4.9% | +4.0% | $325 hit | not graded |
| 2025-09-16 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $309.19 | — | -3.4% | -2.9% | +3.5% | $345 missed | ✗ |
Also in Big Banks
Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.
How the grading works
Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.
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