J.P. Morgan
May 15, 2026
US Analyst Focus List Current Snapshot
Market ReportEquitiesIndustrialsConsumer Discretionary
The J.P. Morgan U.S. Analyst Focus List (AFL) is a monthly compendium of top stock ideas across Growth, Value, and Income strategies. The report highlights new additions like C.H. Robinson and Q2 Holdings while tracking the performance of existing high-conviction ideas.
Key Takeaways
- 1.J.P. Morgan's equity analysts provide monthly 'top ideas' categorized into growth, income, value, and short investment strategies.
- 2.The Analyst Focus List (AFL) is not a model portfolio and is refreshed monthly; prior editions should no longer be relied upon.
- 3.Mid-month additions and removals occur based on price target achievement, rationale validity, or research restrictions.
Table of Contents
- U.S. Analyst Focus List
- Last Four Weeks' Additions
- Last Four Weeks' Removals
- Flagship Publications & Research Themes
- Important Disclosures
- History of Investment Recommendations
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Authors
Ken GoldmanWilliam Funke
Securities
CHRWLLYGOOGLBAGM
Themes
Generative AIData CentersMonetary Policy
Regions
North AmericaUnited StatesCanada
