This report provides the June 2026 snapshot of J.P. Morgan's U.S. Analyst Focus List, featuring high-conviction equity ideas across growth, value, and income strategies.
Key Takeaways
- 1.The Analyst Focus List is a curated monthly selection of equity ideas aligned with growth, income, value, and short strategies, and is not a model portfolio.
- 2.New ideas may be added mid-month, and stocks may be removed if valuation targets are met or the rationale becomes invalid.
Table of Contents
- Last Four Weeks’ Additions
- Last Four Weeks’ Removals
- Flagship Publications & Research Themes
- Important Disclosures
- History of Investment Recommendations
- Other Disclosures
- Legal Entities Disclosures and Country-/Region-Specific Disclosures
Document Preview
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Ken GoldmanWilliam Funke
Securities
CATLLY
Themes
Generative AIData CentersGeopolitics
Regions
North AmericaUnited States
