# J.P. Morgan ETF Research, Summarized

> 2 public research papers from J.P. Morgan, Nov 2025 to Jan 2026, each summarized by ETFIQ, 2 with ETFIQ’s own figures beside it, as of Oct 21, 2026.

Data as of Oct 21, 2026. Rebuilt every trading night.

Index as of Oct 21, 2026.

## 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.

jpmorgan.com ↗

### Papers

J.P. Morgan · Bank · Jan 3, 2026 · 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.

Outlooks Themes Read the paper ↗

J.P. Morgan · Bank · Nov 17, 2025 · 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.

Outlooks Themes Read the paper ↗

### Where ETFIQ’s figures meet J.P. Morgan’s

- Eye on the Market, Outlook 2026: Smothering Heights : Paper: 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 Pressure : Paper: 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.

### Other banks in the library

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, J.P. Morgan in the Research Library, as of Oct 21, 2026. https://etfiq.com/research/library/j-p-morgan/
Licence: https://etfiq.com/license/ Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/research/library/j-p-morgan/