J.P. Morgan
June 2, 2026
US Analyst Focus List
Monthly UpdateEquitiesCommunication ServicesConsumer Discretionary
A monthly snapshot of J.P. Morgan's top U.S. equity ideas organized by Growth, Value, Income, and Short strategies.
Key Takeaways
- 1.The Analyst Focus List (AFL) is a monthly refresh of top equity ideas categorized by investment strategies: growth, income, value, and short.
- 2.The AFL is not a model portfolio and previous editions should not be relied upon once a refresh is published.
- 3.Investment ideas in the AFL are tailored to specific strategies and may differ from J.P. Morgan's fundamental company ratings.
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
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Authors
Ken GoldmanWilliam Funke
Securities
LLYGOOGLVSATHUBSKLAC
Themes
Generative AIGlobal ElectionsUS Policy & PoliticsData Centers
Regions
North AmericaUnited StatesCanada
