U.S. Analyst Focus List

The U.S. Analyst Focus List is a monthly publication from J.P. Morgan North America Equity Research that highlights top stock ideas across diverse investment strategies. It serves as a tactical reference rather than a static model portfolio.

Key Takeaways

• 1.The Analyst Focus List is a curated monthly selection of top equity ideas across growth, income, value, and short strategies, rather than a model portfolio.
• 2.The list is subject to mid-month adjustments where ideas are added or removed based on valuation targets, validity of rationale, or research restrictions.

Table of Contents

• Last Four Weeks' Additions
• Last Four Weeks' Removals
• Flagship Publications & Research Themes
• Analyst Certification
• Important Disclosures

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