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J.P. Morgan

July 7, 2026

U.S. Analyst Focus List

Monthly UpdateEquitiesCommunication ServicesEnergy

The U.S. Analyst Focus List is a monthly publication from J.P. Morgan providing curated investment ideas categorized by strategy, including growth, income, and value. It serves as a snapshot of current high-conviction research themes and tactical changes in the North American market.

Key Takeaways

  • 1.The Analyst Focus List is a monthly compilation of top ideas across growth, income, value, and short strategies, as identified by equity analysts.
  • 2.This publication is not a model portfolio and represents a complete monthly refresh, rendering prior ideas obsolete.

Table of Contents

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

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