Global Index Mail

Research evidence excerpt

J P M O R G A N

Global Markets Strategy

07 August 2026

Global Index Mail

Aug 07, 2026

Index Events Effective (COB 10 Aug 2026)

Global Quantitative and Derivatives

Strategy

Europe - FTSE DM Small Cap : S Inc, BBOX LN (Tritax Big Box Reit Plc),

6.06 Mln shares to buy, 1.02 days to trade

Min Moon AC

Europe - FTSE All Share : S Inc, BBOX LN (Tritax Big Box Reit Plc), 7.70 Mln

shares to buy, 0.47 days to trade

(1-212 ) 272-8456

J.P. Morgan Securities LLC

Pankaj Gupta, CFA

Europe - FTSE 100 : S Inc, BBOX LN (Tritax Big Box Reit Plc), 5.77 Mln

shares to buy, 0.35 days to trade

(44-20) 7134-5483

J.P. Morgan Securities plc

Europe - FTSE EPRA Nareit : S Inc, BBOX LN (Tritax Big Box Reit Plc), 9.62

Mln shares to buy, 0.59 days to trade

Vivek G Shah

North America - S&P TSX Compposite / 60 : S Inc, CLS CN (Celestica), 0.82

Mln shares to buy, 1.23 days to trade

North America - FTSE DM : S Inc, CLS CN (Celestica), 0.34 Mln shares to buy,

0.51 days to trade

North America - MSCI DM : S Inc F Dec, CLS CN (Celestica), 0.34 Mln shares

to buy, 0.57 days to trade

North America - S&P 600 : S Inc, BNL US (Broadstone Net), 1.32 Mln shares

to buy, 0.77 days to trade

Index Events Effective (COB 11 Aug 2026)

Europe - FTSE DM Small Cap : Delete, KCO GR (Kloeckner Co Se), -1.20 Mln

shares to sell, -5.61 days to trade

North America - MSCI DM Small Cap : S Inc F Inc, GNL US (Global Net

Lease), 0.28 Mln shares to buy, 0.12 days to trade

North America - S&P 600 : S Inc, GNL US (Global Net Lease), 2.03 Mln shares

to buy, 0.88 days to trade

North America - Russell 2000 : Delete, MDV US (Modiv Industrial),

North America - Russell 2000 : S Inc, GNL US (Global Net Lease),

North America - Russell 1000 : S Inc, PRMB US (Primo Brands Cor), 0.60 Mln

shares to buy, 0.17 days to trade

What’s New

EMEA

FTSE United Kingdom Small Cap / FTSE 100 / FTSE All Share / FTSE

EPRA - Following the receipt of updated shares in issue information for Tritax

Big Box REIT (UK, constituent) as a result of a primary placing, Tritax Big Box

REIT (UK, BG49KP9) will remain in the index with an increased shares in

issue total and an unchanged investability weighting.

…