Analyst Focus List: U.S. Equity Thematic Research

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Analyst Focus List: U.S. Equity Thematic Research

J P M O R G A N North America Equity Research

01 July 2026

Analyst Focus List

U.S. Equity Thematic Research

Head of North America Equity

Research

Ken Goldman AC

(1-212) 622-0359

ken.goldman@jpmorgan.com

Head of North America EquityEach month, we ask our equity analysts to share their top ideas aligned with

Research Product Management

the following investment strategies: growth, income, value and short ideas.

The investment ideas we provide are tailored to these specific strategies and may William Funke

differ from J.P. Morgan’s fundamental ratings. For further details on a company’s (1-212) 622-2597

william.c.funke@jpmorgan.com

investment thesis, rationale for the price target, and associated risks, please refer J.P. Morgan Securities LLC

to the analyst’s most recent published company research note on J.P. Morgan

Markets.

This month’s additions: EPR Properties (EPR).

This month’s removals: Broadstone Net Lease (BNL), JFrog (FROG) and Palo

Alto Networks (PANW).

Please note that the Analyst Focus List is not a model portfolio. This monthly

publication is a complete refresh, replacing previous editions; therefore, prior

ideas should no longer be relied upon.

Mid-Month additions and removals. (1) New ideas can be added mid-month,

with analysts publishing the rationale for all mid-month changes in a research note;

(2) Stocks may be removed mid-month if a valuation target has been largely or

wholly achieved, or if the original rationale is deemed no longer valid; and (3) If

a stock is placed under research restriction, J.P. Morgan may remove it from the

AFL in accordance with applicable law and/or J.P. Morgan policy without further

notice. Click here to view an updated snapshot of the Analyst Focus List or here