J.P. Morgan
May 20, 2026
U.S. Analyst Focus List
Market ReportEquitiesIndustrialsConsumer Discretionary
A curated list of J.P. Morgan's top North American equity research ideas across Growth, Value, and Income strategies as of May 20, 2026.
Key Takeaways
- 1.The Analyst Focus List (AFL) is a monthly refresh of J.P. Morgan's top equity ideas across growth, income, value, and short investment strategies.
- 2.The AFL is intended to be used as a source of investment ideas rather than a model portfolio; prior editions should not be relied upon after a refresh.
- 3.Stock performance is tracked both on an absolute basis and relative to the S&P 500, with ratings reflecting potential outperformance over the duration of a price target.
Table of Contents
- U.S. Analyst Focus List
- Last Four Weeks' Additions
- Last Four Weeks' Removals
- Flagship Publications & Research Themes
- Important Disclosures
- Other Disclosures
- Legal Entities Disclosures and Country-/Region-Specific Disclosures
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Authors
Ken GoldmanWilliam Funke
Securities
LLYMSFTCHRWGM
Themes
Generative AIData CentersUS Policy & Politics
Regions
North AmericaUnited StatesCanada
