JPMorgan has updated its list of top ideas from its analysts for July, adding stocks that pay attractive dividends. Wall Street ended the first half and second quarter on a strong note Tuesday. In the first half of this year, the Dow Jones Industrial Average rose 8.9%, marking its best first-half performance since 2021. The S&P 500 Index rose 9.6% over the same period, but the Nasdaq Composite Index rose 12.8%, outpacing it. Each month, JPMorgan analysts compile their top picks across a variety of investment strategies, including growth, earnings, value, and short. This month, the bank added EPR Properties to its list and removed Broadstone Net Lease, JFrog and Palo Alto Networks from its list. Below are 10 stocks that made the list in July. JPMorgan added real estate investment trust EPR Properties to its list this month. Earlier this year, the company completed the acquisition of seven regional parks from Six Flags Entertainment. EPR remained strong through 2026, increasing by 18% over this period. The company’s current dividend yield is about 6.1%, which JPMorgan analyst Anthony Paolon highlighted as a reason for EPR’s inclusion on the company’s list this month. “We believe its high dividend yield of over 6% is safe and growing, and its earnings growth is likely to be near the top of the net lease REIT peer group.” Paolone rates the stock Overweight, and his $62 price target suggests an upside of almost 5% from Thursday’s closing price. Another stock on JPMorgan’s July list is megacap Alphabet, which just joined the Dow Jones Industrial Average replacing Verizon. On Monday, Google’s parent company soared nearly 5% in its Dow Jones Industrial Average debut as investors continued to debate the tech giant’s big investments in artificial intelligence. In early June, the company increased its equity capital raising from $80 billion to $84.75 billion, including a $10 billion investment in a private placement from Berkshire Hathaway. The acquisition also underscores Berkshire Hathaway’s belief that Alphabet is at the center of the AI boom and digital infrastructure. JPMorgan analyst Doug Anmas rates Alphabet with an overweight rating and a price target of $460, suggesting an upside of about 28% from Thursday’s closing price.
