These are JPMorgan's top stocks for February

Published Tue, Feb 1 20221:14 PM EST

Jesse Pound @/in/jesse-pound @jesserpound

Wall Street is trying to shake off one of its worst Januarys on record, and JPMorgan has some favorite names to lead a comeback. The firm published Tuesday its monthly Analyst Focus List, highlighting the favorite stocks from the bank's analysts for a variety of different strategies. The list is fairly similar month to month, though there are some big new names for February. Below is a selection of companies from this month's list. Two new additions to the list this month are Bank of America and Vertex Pharmaceuticals . Despite a mixed earnings season for U.S. financials, Bank of America is up more than 4% year to date. The stock "is one of our more rate sensitive banks due to its very strong retail franchise and will likely have a moderate core expense increase medium term, relatively better than many peers," the JPMorgan note said. Shares of Vertex, meanwhile, have gained more than 10% in 2022. "Vertex has the most attractive growth profile in our universe with an emerging pipeline that has the potential to diversify the business from cystic fibrosis and tap areas of unmet need," the note said. There are also several consumer-focused stocks on the list, including Disney and McDonald's . Investors looking to bet on McDonald's may be hoping that some bad news is already priced in. The company reported weaker-than-expected fourth-quarter earnings last week , and the stock has dropped 3.8% since its recent high on Jan. 6. Disney, meanwhile, is set to report its latest results on Feb. 9. The growth of streaming services including Disney+ will be a focus for investors after disappointing guidance from Netflix in January . While all of these stocks are on JPMorgan's analyst focus list, they do not all fit the same investment strategy. The firm put Bank of America in a "near term" strategy bucket and identified Spirit AeroSystems and McDonald's as value plays. The rest of the names on the above list are categorized as growth names. —CNBC's Michael Bloom contributed to this report.

The logo for McDonald's on a restaurant in Arlington, Virginia, January 27, 2022.

Joshua Roberts | Reuters

Wall Street is trying to shake off one of its worst Januarys on record, and JPMorgan has some favorite names to lead a comeback.