JPMorgan Added Three Stocks to Favorite Ideas List
Investors are reassessing portfolio strategies after the market’s mixed performance in September.
Updated on Oct. 5, 2026 in Stock Picks
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JPMorgan has added American Express, Liberty Energy, and Thermo Fisher Scientific to its list of overweight-rated stock ideas. These additions arrive following a September where the Dow Jones Industrial Average dropped 4.3% and the S&P 500 fell 0.5%, while the Nasdaq Composite rose 1.9%.
Why it matters
Analysts identified tight power supplies as a tailwind for Liberty Energy, while Thermo Fisher is expected to benefit from artificial intelligence adoption and biopharma reshoring. These selections reflect specific market themes, such as projected energy deficits expected to persist into 2030.
As of October 2, American Express shares closed at $302.78 and Thermo Fisher Scientific closed at $654.80. These figures follow a volatile September for major indices, including a 4.3% decline for the Dow Jones Industrial Average.
The players
JPMorgan
A major global financial services firm providing investment research and banking products to households.
American Express
A global financial services company providing credit card and payment processing products to consumers.
Liberty Energy
An oilfield services firm focused on energy production and power supply infrastructure.
Thermo Fisher Scientific
A provider of scientific instrumentation and laboratory services used in medical and research fields.
Mayo Clinic
A non-profit academic medical center focused on clinical practice and medical research.
The details
JPMorgan sorts its overweight-rated stocks into growth, income, value, and short strategies to navigate shifting market conditions. For instance, Liberty Energy is leveraging a demand for power, highlighted by its agreement to supply 1 gigawatt to Vantage Data Centers earlier this year. Meanwhile, Thermo Fisher continues to expand its reach, having launched a disease detection venture with the Mayo Clinic in September.
Timeline
January: Liberty Energy agreed to supply 1 gigawatt of power to Vantage Data Centers.
September: The Dow Jones Industrial Average lost 4.3% while the Nasdaq Composite gained 1.9%.
September: Mayo Clinic and Thermo Fisher launched a disease detection venture.
October 2: American Express and Thermo Fisher closed at their latest noted prices.
2030: A power deficit is expected to persist until this time.
Money Landscape
This move highlights a pivot toward companies positioned to benefit from the ongoing industrial power demand surge. It contrasts with the broader market volatility seen in September, as analysts shift focus toward firms linked to long-term infrastructure and technology trends.
Investors should review their portfolio exposure to sectors like energy and specialized technology as market conditions evolve. Speak with a qualified financial professional to determine if these or similar sector-specific adjustments align with your long-term financial goals.
The takeaway
While analyst lists can highlight shifting trends, they should be viewed as one part of a larger, diversified financial plan. Before making any changes, review your current asset allocation and discuss your risk tolerance with a qualified professional.
Further reading
For a broader look at how experts evaluate current market opportunities, visit Stock Picks.
Source note: This article includes information reported by BeInCrypto.
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