JPMorgan added biotechnology firm Scholar Rock and construction supplies company Carlisle Companies to its list of top stock picks heading into July. The Wall Street investment bank updates its analyst focus list every month, encompassing JPMorgan’s top stock ideas for growth, income, value and short investment strategies. JPMorgan also trimmed Vera Therapeutics and Alarm.com from the previous month’s version of the list. JPMorgan’s updated list comes as U.S. stocks finished the first half of 2025 at record highs. The S & P 500 advanced nearly 11% in the second-quarter, a turnaround from its April lows, which saw the broad market index flirt with a bear market. Here are some of the stocks on JPMorgan’s focus list: Shares of Scholar Rock have pulled back by 18% in 2025, but are up 19% in the past month. Last month, the company reported favorable results from a its Phase 2 trial of weight loss drug apitegromab when used in combination with Eli Lilly’s Mounjaro and Zepbound. JPMorgan’s $46 per share price target implies about 29% upside from Tuesday’s close of $35.55. SRRK YTD mountain Scholar Rock stock in 2025. Building materials maker Carlisle was also added to the JPMorgan monthly lost of recommendations. Shares have gained about 7% so far in 2025. Scottsdale, Arizona-based Carlisle recently completed the purchase of warehousing and packaging company Bonded Logistic. JPMorgan’s $500 per share price target implies about 26% upside from Tuesday’s close of $395.69. CSL YTD mountain Carlisle stock in 2025.
