ETFIQ take
Eye on the Market, Outlook 2026: Smothering Heights
J.P. Morgan's January 2026 outlook says 42 AI-related firms produced 65%-75% of S&P 500 profits, earnings and capex since late 2022.
J.P. Morgan in the Research Library
2 papers indexed, Nov 2025 to Jan 2026.
2 carry an ETFIQ take.
J.P. Morgan is a bank whose research and outlooks are published openly. The library holds 2 of its public papers, published Nov 2025 to Jan 2026, on themes, outlooks. Description in ETFIQ’s words.
ETFIQ take
Outlook 2026: Promise and Pressure
J.P. Morgan's November 2025 outlook says large US tech companies may spend over $500 billion on capex in 2026, versus $150 billion in 2023.
Where ETFIQ’s figures meet J.P. Morgan’s
2 papers with an ETFIQ takeEye on the Market, Outlook 2026: Smothering HeightsPaper: 42 AI-related firms produced 65%-75% of S&P 500 profits, earnings and capex since November 2022. ETFIQ: +$461.8bn net flow, Jan 2, 2026 to Oct 20, 2026, summed over the 713 of 4,807 ETFs ETFIQ covers with a daily figure, Oct 20, 2026.Outlook 2026: Promise and PressurePaper: large US tech firms' annual capex could exceed $500 billion in 2026, versus $150 billion in 2023. ETFIQ: +$461.8bn net flow, Jan 2, 2026 to Oct 20, 2026, summed over the 713 of 4,807 ETFs ETFIQ covers with a daily figure, Oct 20, 2026.
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About this page
ETFIQ indexes J.P. Morgan’s public research and summarizes it in ETFIQ’s words; the papers stay on jpmorgan.com. No ranking of papers and no judgement words. To add or correct an entry: [email protected].
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ETFIQ, J.P. Morgan in the Research Library, as of Oct 21, 2026. https://etfiq.com/research/library/j-p-morgan/
Summary by ETFIQ. ETFIQ is not affiliated with J.P. Morgan; logos identify the source.