J P M O R G A N Global Index Research 24 June 2026 GCI EUR Month-End Estimated Composition June 2026 Estimated index compositions are subject to data available as of a particular date, provided as a courtesy for general information purposes only and are subject to potentially significant changes (including inclusions, exclusions or weight changes pursuant to the pre-determined and established index methodology) prior to actual calculation of the index composition. Final compositions will be published on J.P ...

J P M O R G A N Europe Equity Research 24 June 2026 Rheinmetall Germany cancels planned EUR 12bn order for F126 frigates; a major setback for RHM (with one silver lining) Yesterday Germany decided to cancel a planned order with RHM for six F126 frigates with a total value of €12bn. The news was reported in the FT.com in the early hours of this morning and has been confirmed by RHM this morning. In our view, the news is a major setback for RHM, albeit we see one silver lining as explained below. Neutral RHMG ...