U.S. Analyst Focus List

Latest edition · July 15, 2026

JPM U.S. Analyst Focus List Current Snapshot (15-JUL-26)

This report presents the July 2026 U.S. Analyst Focus List, featuring top stock picks identified by J.P. Morgan equity analysts across multiple investment strategies.

The U.S. Analyst Focus List is a monthly compilation of high-conviction investment ideas selected by J.P. Morgan's research team. Covering sectors including Industrials, Consumer, Energy, Financials, Healthcare, Materials, Media & Telecom, and Technology, the list highlights specific stocks deemed attractive based on growth, value, or income strategies. The document provides a snapshot of current additions, removals, and key performance data relative to the S&P 500, serving as a tactical resource rather than a model portfolio.

Key takeaways from the latest edition

• 1.The Analyst Focus List is a monthly curated list of top investment ideas across growth, income, value, and short strategies.
• 2.The list is not a model portfolio and represents a complete refresh each month, replacing prior ideas.

What this series covers

• Last Four Weeks' Additions
• Last Four Weeks' Removals
• Flagship Publications & Research Themes
• Analyst Certification
• Important Disclosures

Edition archive

• JPM U.S. Analyst Focus List Current Snapshot (15-JUL-26)

  July 15, 2026

• JPM U.S. Analyst Focus List Current Snapshot (14-JUL-26)

  July 14, 2026

• JPM U.S. Analyst Focus List Current Snapshot (09-JUL-26)

  July 9, 2026

• JPM U.S. Analyst Focus List Current Snapshot (08-JUL-26)

  July 8, 2026

• JPM U.S. Analyst Focus List Current Snapshot (07-JUL-26)

  July 7, 2026

• JPM U.S. Analyst Focus List Current Snapshot (30-JUN-26)

  June 30, 2026