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J.P. Morgan

June 30, 2026

U.S. Analyst Focus List

Market ReportEquitiesCommunication ServicesConsumer Discretionary

This report provides the June 2026 snapshot of J.P. Morgan's U.S. Analyst Focus List, featuring curated equity recommendations across various sectors and investment styles.

Key Takeaways

  • 1.The Analyst Focus List is a monthly publication of top investment ideas from J.P. Morgan analysts across Growth, Income, Value, and Short strategies.
  • 2.The report is not a model portfolio and is subject to monthly refreshes; prior ideas should not be relied upon.

Table of Contents

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

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Authors

Ken GoldmanWilliam Funke

Securities

AGCOGOOGLLILY

Themes

Generative AIGeopoliticsMonetary Policy

Regions

North AmericaUnited States