J.P. Morgan
June 3, 2026
US Analyst Focus List Current Snapshot
Market ReportEquitiesIndustrialsConsumer Discretionary
The J.P. Morgan U.S. Analyst Focus List for June 2026 highlights top North American equity picks categorized by growth, value, income, and short strategies.
Key Takeaways
- 1.The U.S. Analyst Focus List is a monthly selection of top equity ideas across Growth, Income, Value, and Short strategies.
- 2.The list is not a model portfolio; it is a full refresh where prior months' ideas should no longer be relied upon unless specifically retained.
- 3.The list includes 51% Overweight ratings globally for J.P. Morgan coverage, but 83% of IB clients are within that category.
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
- Analyst Certification
- Important Disclosures
- Explanation of Equity Research Ratings, Designations and Analyst(s) Coverage Universe
- History of Investment Recommendations
- Other Disclosures
- Legal Entities Disclosures and Country-/Region-Specific Disclosures
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Authors
Ken GoldmanWilliam Funke
Securities
LLYVSATWMTMSFT
Themes
Generative AIData CentersUS Policy & Politics
Regions
North AmericaUnited StatesCanada
