US Analyst Focus List

J.P. Morgan's May 2026 U.S. Analyst Focus List provides a snapshot of top equity recommendations across growth, value, and income strategies.

Key Takeaways

• 1.The U.S. Analyst Focus List is a monthly refresh of top equity ideas categorized by growth, income, value, and short strategies.
• 2.Investment ideas in this list are tailored to specific strategies and may deviate from J.P. Morgan's standard fundamental ratings.
• 3.The report tracks both absolute performance and performance relative to the S&P 500 for all recommended stocks.

Table of Contents

• 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
• Explanation of Equity Research Ratings, Designations and Analyst(s) Coverage Universe
• History of Investment Recommendations
• Other Disclosures
• Legal Entities Disclosures and Country-/Region-Specific Disclosures

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