US Analyst Focus List Current Snapshot

A monthly updated list of J.P. Morgan's top North American equity picks across value, growth, income, and short strategies.

Key Takeaways

• 1.The J.P. Morgan Analyst Focus List is a monthly refresh of top equity ideas categorized by growth, income, value, and short strategies.
• 2.The Focus List is distinct from fundamental ratings and is not intended to be a model portfolio.
• 3.Recent portfolio changes include the addition of Viasat, Walmart, Insmed, and C.H. Robinson, and the removal of HubSpot, Microsoft, and General Motors.

Table of Contents

• Head of North America Equity Research
• Head of North America Equity Research Product Management
• Last Four Weeks’ Additions
• Last Four Weeks’ Removals
• Flagship Publications & Research Themes
• Important Disclosures
• Other Disclosures

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