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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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