This report presents the June 2026 U.S. Analyst Focus List, detailing top equity picks across various sectors and strategies as curated by J.P. Morgan research analysts.
Key Takeaways
- 1.The Analyst Focus List is a monthly selection of top equity ideas across growth, income, value, and short strategies, representing analyst convictions rather than a model portfolio.
- 2.The list is subject to mid-month adjustments including additions or removals based on valuation targets being met, changes in rationale, or research restrictions.
Table of Contents
- Last Four Weeks’ Additions
- Last Four Weeks’ Removals
- Flagship Publications & Research Themes
- Analyst Certification
- Important Disclosures
- Explanation of Equity Research Ratings, Designations and Analyst(s) Coverage Universe
- History of Investment Recommendations
- Analysts' Compensation
- Other Disclosures
- Legal Entities Disclosures and Country-/Region-Specific Disclosures
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Authors
Ken GoldmanWilliam Funke
Securities
GOOGLLLY
Themes
Generative AIMonetary Policy
Regions
North AmericaUnited States
