U.S. Analyst Focus List

A monthly snapshot of J.P. Morgan's top-conviction North American equity ideas across Growth, Value, and Income investment strategies.

Key Takeaways

• 1.The Analyst Focus List is a monthly collection of top investment ideas categorized by strategy: growth, income, value, and short ideas.
• 2.The list is a complete refresh every month and should not be viewed as a model portfolio; prior editions should no longer be relied upon.
• 3.Mid-month changes are possible, where stocks may be added for new rationale or removed if valuation targets are met.

Table of Contents

• U.S. Analyst Focus List
• Last Four Weeks' Additions
• Last Four Weeks' Removals
• Flagship Publications & Research Themes
• Important Disclosures

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