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J.P. Morgan

July 8, 2026

U.S. Analyst Focus List

Monthly UpdateEquitiesCommunication ServicesConsumer Discretionary

This report provides a monthly snapshot of J.P. Morgan's top U.S. equity research ideas, categorized by growth, income, value, and short strategies.

Key Takeaways

  • 1.The Analyst Focus List is a monthly publication of top ideas aligned with growth, income, value, and short investment strategies, serving as a snapshot rather than a model portfolio.
  • 2.New ideas and removals can occur mid-month based on valuation targets, validity of investment rationale, or research restrictions.

Table of Contents

  • U.S. Analyst Focus List
  • Last Four Weeks' Additions
  • Last Four Weeks' Removals
  • Flagship Publications & Research Themes
  • Analyst Certification
  • Important Disclosures

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