J.P. Morgan
May 11, 2026
US Analyst Focus List
Market ReportEquitiesCommunication ServicesConsumer Discretionary
A monthly updated list of J.P. Morgan's top equity research ideas for the U.S. market, segmented by investment strategy.
Key Takeaways
- 1.J.P. Morgan equity analysts refresh their top ideas monthly across growth, income, value, and short investment strategies.
- 2.The Focus List is not a model portfolio and prior editions should not be relied upon as each publication is a complete refresh.
- 3.Mid-month changes occur if price targets are reached, rationale is no longer valid, or for legal/policy-based research restrictions.
Table of Contents
- U.S. Analyst Focus List
- Head of North America Equity Research
- Head of North America Equity Research Product Management
- Last Four Weeks' Additions
- Last Four Weeks' Removals
- Flagship Publications & Research Themes
- Important Disclosures
- History of Investment Recommendations
- Other Disclosures
- Legal Entities Disclosures and Country-/Region-Specific Disclosures
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Authors
Ken GoldmanWilliam Funke
Securities
LLYCVNAGOOGLQTWO
Themes
Generative AIGeopoliticsData Centers
Regions
North AmericaUnited StatesCanada
