Here are JPMorgan’s favorite stocks as September gets underway
JPMorgan updated its list of top ideas from its own analysts for the month of September. Renewed tensions in the Middle East contributed to choppy trading in August, but Wall Street posted a month of broad gains. The Dow Industrials gained more than 1% for its fifth consecutive monthly advance. The Nasdaq Composite and S & P 500 recorded their first monthly gains since May, rising 3.9% and 2.6%, respectively. The S & P 500 and Dow reached all-time highs earlier in August. Each month, analysts at JPMorgan gather their top picks across different investment strategies: growth, income, value and shorts. The investment ideas are tailored to these specific strategies and could differ from the investment bank’s fundamental ratings. This month, the bank added Gaming and Leisure Properties and removed EPR Properties . Here are 10 of the stocks JPMorgan is recommending in September. Take-Two Interactive was added to JPMorgan’s growth list in August. The video game publisher owns Rockstar Games, the developer behind the blockbuster Grand Theft Auto franchise , as well as 2K and Zynga. JPMorgan’s analyst, Bryan Smilek has a price target of $310 on the stock, implying roughly 43% upside from Tuesday’s close. Rockstar opened pre-orders for the game in June and released an extended look on Netflix, its official YouTube channel and the Grand Theft Auto VI site in late August. Take-Two reiterated its fiscal 2027 net bookings forecast of $8 billion to $8.2 billion, reflecting expectations surrounding the Nov. 19 launch of Grand Theft Auto VI. According to market intelligence firm Sensor Tower , the game has already generated about 4.9 million preorders as of Aug. 31. Shares are down 15% in 2026. Gaming and Leisure Properties is the newest addition to JPMorgan’s list. The Pennsylvania-based real estate investment trust owns casino properties and leases them to gaming operators. Under its triple-net lease arrangements, tenants cover expenses such as maintenance, insurance, taxes and utilities. JPMorgan added Gaming and Leisure Properties to its income strategy, saying that the stock’s dividend yield in the mid-7% range is “relatively safe.” The bank’s analyst Anthony Paolone rates the stock overweight and expects the company’s earnings growth to outpace that of its direct peers. Paolone has a price target of $51, implying a 22% upside from Tuesday’s close. Gaming and Leisure Property’s second quarter revenue increased 9% from a year earlier to nearly $431 million, according to its latest results . Its board recently declared a third-quarter dividend of 82 cents per share, up from 78 cents a year earlier. Shares are off more than 6% in 2026, and the stock has a current dividend yield of about 7.5%. Other names on JPMorgan’s September list include Walmart , Amazon and Eli Lilly & Company .
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