JPMorgan updated its July top ideas list, featuring a high‑yield dividend stock. The bank’s selection comes after a strong first half for major indices, with the Dow up 8.9%, the S&P 500 up 9.6%, and the Nasdaq up 12.8%. Analysts regularly publish picks across growth, income, value, and short strategies. This month, the list includes EPR Properties, a real‑estate investment trust that recently completed the acquisition of seven regional parks from Six Flags Entertainment. EPR has risen 18% year‑to‑date and offers a dividend yield near 6.1%, which JPMorgan analyst Anthony Paolone describes as “safe and growing,” with earnings growth expected to outpace peers in the net‑lease REIT sector. Paolone maintains an overweight rating and sets a $62 target, implying roughly 5% upside from the previous close. Also added to the July lineup is Alphabet, which recently entered the Dow Jones Industrial Average, replacing Verizon. The stock rose nearly 5% on its Dow debut, reflecting continued debate over its AI spending. Alphabet recently raised $84.75 billion in equity, including a $10 billion investment from Berkshire Hathaway, underscoring confidence in its AI‑driven infrastructure. JPMorgan analyst Doug Anmuth rates Alphabet overweight with a $460 price target, suggesting about 28% upside. Here are ten stocks that made the July list…
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