US Analyst Focus List Snapshot

A curated snapshot of J.P. Morgan's North American equity analyst 'top ideas' for May 2026, categorized by Growth, Value, and Income strategies.

Key Takeaways

• 1.The Analyst Focus List (AFL) is a monthly refresh of top equity ideas across growth, income, value, and short investment strategies.
• 2.The AFL is not a model portfolio; it is a compilation of individual stock ideas that may differ from fundamental ratings.
• 3.Investment ideas can be added or removed mid-month based on valuation targets, rationale changes, 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
• Other Disclosures
• Legal Entities Disclosures and Country-/Region-Specific Disclosures

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