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.
This month, the bank added EPR Properties to the list and removed Broadstone Net Lease, JFrog, and Palo Alto Networks. EPR Properties, a real estate investment trust, 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. 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.
