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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