J P M O R G A N North America Equity Research 03 August 2026 Analyst Focus List U.S. Equity Thematic Research Each month, we ask our equity analysts to share their top ideas aligned with the following investment strategies: growth, income, value and short ideas. The investment ideas we provide are tailored to these specific strategies and may differ from J.P. Morgan's fundamental ratings. For further details on a company's investment thesis, rationale for the price target, and associated risks, please refer ...