JPMorgan Excludes Crypto Stocks From 2026 Stock Recommendations

JPMorgan has unveiled its 2026 list of recommended U.S. stocks, notably excluding crypto-related companies such as Coinbase and MicroStrategy, with Google as the only AI giant included.

This exclusion highlights the bank’s cautious stance on crypto and selective AI investment, potentially influencing investor sentiment and market strategies moving forward.

JPMorgan Excludes Crypto Stocks From 2026 Stock Recommendations

“One significant shift observed in the stock market outlook is the prioritization of traditional equities over emerging digital assets, reflecting an evolving investment landscape characterized by a cautious approach in favor of stability,” according to Harlan Sur, Technology Analyst, JPMorgan.

Community reactions have varied, with some speculating on the absence of major AI firms like NVIDIA, while industry leaders remain largely silent. No official comments have been made by key figures such as CEO Jamie Dimon regarding the decision.
Community reactions have varied, with some speculating on the absence of major AI firms like NVIDIA, while industry leaders remain largely silent. No official comments have been made by key figures such as CEO Jamie Dimon regarding the decision.

Crypto Stocks Excluded; Traditional Equities Highlighted

Did you know? JPMorgan’s decision to exclude AI giants like NVIDIA and only include Google in its recommendations may indicate a significant shift in tech investment dynamics by 2026.

According to CoinMarketCap, Bitcoin (BTC) now holds a market cap of $1.74 trillion with a 24-hour trading volume reaching $35.46 billion. However, a decrease in value of 1.74% was observed in the last 24 hours. Its price now stands at $87,343.25, reflecting recent market volatility.

Insights from the Coincu research team highlight potential shifts towards traditional equities, as crypto remains outside JPMorgan’s focus. The firm’s continued preference for data-centric companies like Google emphasizes possible longer-term industry trends.