4,900 is still our year-end target for the S&P, say JPMorgan's Lakos

Dubravko Lakos, global head of equity macro research at JPMorgan, joins the 'Halftime Report' to give his outlook on the markets. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Steve Weiss, Liz Young, Joe Terranova and Jon Najarian.