U.S. Analyst Focus List

This report provides the July 2026 snapshot of J.P. Morgan's U.S. Analyst Focus List, featuring curated top equity ideas across various sectors and investment strategies.

Key Takeaways

• 1.The Analyst Focus List is a monthly collection of top equity ideas across growth, income, value, and short strategies, refreshed entirely each month.
• 2.The list is not a model portfolio and prior ideas should not be relied upon following the monthly refresh.

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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