JPMorgan has updated its July list of top stock ideas, notably adding EPR Properties (EPR), a real estate investment trust, for its attractive 6.1% dividend yield. The REIT has seen an 18% stock increase in 2026 and is recognized for its safe and growing dividend. Also featured is tech giant Alphabet (GOOGL), recently added to the Dow Jones, with analysts citing strong upside potential driven by AI investments.
JPMorgan Spotlights Dividend Gem: EPR Properties Joins Top July Stock Picks
As Wall Street celebrates a robust first half of the year, with major indices like the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite posting significant gains, JPMorgan analysts have updated their coveted list of top stock ideas for July. Notably, real estate investment trust (REIT) EPR Properties has been added to the prestigious lineup, primarily due to its attractive and sustainable dividend yield.
Market Performance Snapshot
The first half of the year saw impressive market performance:
- Dow Jones Industrial Average: +8.9% (best first half since 2021)
- S&P 500: +9.6%
- Nasdaq Composite: +12.8%
JPMorgan's July Top Ideas: A Closer Look
Each month, JPMorgan analysts meticulously curate a selection of top picks across various investment strategies, including growth, income, value, and shorts. For July, the firm has introduced EPR Properties while removing Broadstone Net Lease, JFrog, and Palo Alto Networks.
EPR Properties: The Income Star
EPR Properties, a real estate investment trust known for its entertainment and recreation property portfolio, recently bolstered its holdings by acquiring seven regional parks from Six Flags Entertainment. The stock has performed strongly in 2026, climbing 18% year-to-date. Its current dividend yield of approximately 6.1% is a key highlight. JPMorgan analyst Anthony Paolone cited the dividend's safety and growth potential, coupled with anticipated earnings growth at the upper end of the net lease REIT peer group, as reasons for its inclusion. Paolone maintains an 'overweight' rating with a $62 price target, suggesting nearly 5% upside from recent trading levels.
Alphabet: A Tech Giant's Enduring Appeal
Another notable stock on JPMorgan's July roster is Alphabet (GOOGL), the parent company of Google. Its recent inclusion in the Dow Jones Industrial Average, replacing Verizon, underscores its market significance. The tech giant's shares saw a nearly 5% surge on its Dow debut, driven by ongoing investor discussions around its substantial artificial intelligence investments. The company also recently upsized its equity capital raise to $84.75 billion, attracting an $10 billion investment from Berkshire Hathaway, signaling strong confidence in Alphabet's pivotal role in the AI boom and digital infrastructure.
JPMorgan analyst Doug Anmuth rates Alphabet as 'overweight' with a $460 price target, implying an impressive 28% potential upside.
The inclusion of EPR Properties highlights the ongoing search for income-generating assets in a solid market environment, while Alphabet's presence reinforces the dominance of AI-driven growth narratives.
