JPMorgan updated its list of top ideas from its own analysts for the month of July, adding a stock that pays an attractive dividend. Wall Street wrapped up a solid first half and second quarter on Tuesday. In the first half of the year, the Dow Jones Industrial Average gained 8.9%, posting its best first-half performance since 2021. The S & P 500 climbed 9.6% over the period, while the Nasdaq Composite outperformed with a 12.8% surge. Each month, analysts at JPMorgan gather their top picks across different investment strategies: growth, income, value and shorts. This month, the bank added EPR Properties to the list and removed Broadstone Net Lease , JFrog and Palo Alto Networks from the list. Here are 10 of the stocks that made the grade in July: JPMorgan added EPR Properties, a real estate investment trust, to its list this month. Earlier this year, the company completed its acquisition of seven regional parks from Six Flags Entertainment . EPR is having a solid 2026 thus far, up 18% in that period. The company pays a current dividend yield of about 6.1%, which JPMorgan analyst Anthony Paolone highlighted as a reason why EPR made the firm’s list this month. “High dividend yield > 6% that we see as safe and growing, with earnings growth that is also likely to be toward the top of the net lease REIT peer group,” he wrote. Paolone rates the stock as overweight, and his target price of $62 implies almost 5% upside from Thursday’s close. Another stock on JPMorgan’s July list is Alphabet , a mega-cap that just joined the Dow Jones Industrial Average , replacing Verizon . On Monday, the Google parent popped almost 5% on its Dow debut as investors continued to debate the tech giant’s heavy artificial intelligence spending . In early June, the company priced and upsized its equity capital raise to $84.75 billion from $80 billion, which includes a $10 billion investment from Berkshire Hathaway in a private placement. The purchase also highlighted Berkshire Hathaway’s conviction in Alphabet’s position at the center of the AI boom and digital infrastructure. JPMorgan analyst Doug Anmuth has an overweight rating on Alphabet and a $460 price target, implying about 28% upside from Thursday’s close.
