J.P. Morgan logo
J.P. Morgan

June 1, 2026

Analyst Focus List U.S. Equity Thematic Research

Monthly UpdateEquitiesIndustrialsConsumer Discretionary

J.P. Morgan's June 2026 Analyst Focus List highlights top U.S. equity ideas across growth, value, and income strategies, featuring the addition of Viasat (VSAT).

Key Takeaways

  • 1.Viasat (VSAT) was added to the Analyst Focus List as a 'Value' strategy idea this month.
  • 2.The Analyst Focus List provides tailored investment ideas aligned with Growth, Income, Value, and Short strategies.
  • 3.The publication is a complete monthly refresh; prior editions and ideas should no longer be relied upon.

Table of Contents

  • Analyst Focus List
  • Rationale for Focus List Adds
  • Growth
  • Income
  • Value
  • Flagship Publications & Research Themes
  • Important Disclosures
  • Other Disclosures
  • Legal Entities Disclosures and Country-/Region-Specific Disclosures

Document Preview

Page 1 of 5
Page 1 of Analyst Focus List U.S. Equity Thematic Research
Subscribe for full access

Access the Full Report

Get unlimited access to institutional research reports with a 14-day free trial.

Authors

Ken GoldmanWilliam Funke

Securities

VSATLLYAMZNCAT

Themes

U.S. Equity Thematic BasketsGenerative AI & Data CentersMonetary Policy & Macro Strategy

Regions

North AmericaUnited States