Geopolitics Alpha

JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com

Published . Updated .

JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com Investing.com Canada

Directly affected

  • JPM Jpmorgan Chase

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
JPM———————
LMT———————
RTX———————
NOC———————
GD+0.12%-1.46%—+1.14%+0.35%+0.99%+1.70%
AAPL-1.00%+0.03%—+1.36%+1.44%+1.94%+1.62%
NKE———————
ITA+0.06%-1.47%—-0.28%-1.26%-1.17%+0.09%
BA+1.20%-1.13%—-0.50%-2.05%-3.08%-0.90%
LHX———————
HII+0.73%-1.48%—-0.20%-2.61%-0.05%+1.02%

JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com Investing.com Canada

Source: Investing.com

Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)

Since the first closing price after “JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com,” IShares U.S. Aerospace & Defense ETF (ITA) is +1.74%. The S&P 500 fund (SPY) is -1.47% over the same days, a +3.21% difference versus the market. industrial stocks (XLI) is -1.14%, a +2.89% difference versus that group of stocks.

CompanyWhenMoveStatus
AAPLthat day+1.36%final price
AAPLthe next day+1.44%final price
AAPLtwo days later+1.94%final price
AAPLthree days later+1.62%final price
AAPLthree days earlier+0.03%final price
AAPLfive days earlier-1.00%final price
BAthat day-0.50%final price
BAthe next day-2.05%final price
BAtwo days later-3.08%final price
BAthree days later-0.90%final price
BAthree days earlier-1.13%final price
BAfive days earlier+1.20%final price
GDthat day+1.14%final price
GDthe next day+0.35%final price
GDtwo days later+0.99%final price
GDthree days later+1.70%final price
GDthree days earlier-1.46%final price
GDfive days earlier+0.12%final price
HIIthat day-0.20%final price
HIIthe next day-2.61%final price
HIItwo days later-0.05%final price
HIIthree days later+1.02%final price
HIIthree days earlier-1.48%final price
HIIfive days earlier+0.73%final price
IShares U.S. Aerospace & Defense ETF (ITA)that day-0.28%final price
IShares U.S. Aerospace & Defense ETF (ITA)the next day-1.26%final price
IShares U.S. Aerospace & Defense ETF (ITA)two days later-1.17%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days later+0.09%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-1.47%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+0.06%final price
ITA
SPY
XLI

IShares U.S. Aerospace & Defense ETF (ITA) on one side of this defense story

Companies tied to this story

  • ITA IShares U.S. Aerospace & Defense ETF

    In “JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • XAR Spdr Series Trust

    In “JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • BAMG Brookstone Growth Stock Etf

    In “JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com,” Brookstone Growth Stock Etf (BAMG) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAMV Brookstone Value Stock Etf

    In “JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com,” Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BBLB Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf

    Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com.” Reason on file: GA selected BBLB as a RELATED security because its canonical security name directly matches this event's themes: jpmorgan. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DRIV Global X Autonomous & Electric Vehicles Etf

    Global X Autonomous & Electric Vehicles Etf (DRIV) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com.” Reason on file: GA selected DRIV as a RELATED security because its canonical security name directly matches this event's themes: electric. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • HELO JPMorgan Hedged Equity Laddered Overly ETF

    In “JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com,” JPMorgan Hedged Equity Laddered Overly ETF (HELO) is linked, with no stored direction, medium confidence. Reason on file: GA selected HELO as a RELATED security because its canonical security name directly matches this event's themes: jpmorgan. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GLD Spdr Gold Trust

    Spdr Gold Trust (GLD) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com.” Reason on file: Material security escalation can affect safe-haven and macro-risk proxies; this is a monitoring relationship, not a directional prediction

How defense news reaches IShares U.S. Aerospace & Defense ETF (ITA)

On 12 Oct 2026, “JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to Defense.

What ties IShares U.S. Aerospace & Defense ETF (ITA) to the headline is this: Material security escalation can alter defense demand expectations and risk premia

Also listed, Spdr Series Trust (XAR): Material security escalation can alter defense demand expectations and risk premia

Dates and price levels for IShares U.S. Aerospace & Defense ETF (ITA)

BAMG traded between 43.54 and 45.76 across 11 sessions. The latest close on file is 45.02. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. XAR traded between 216.28 and 245.40 across 20 sessions. The latest close on file is 223.20.

What the saved facts support for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“JPMorgan upgrades Manila Electric stock rating on tariff award By Investing.com” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.