JPMorgan's top stock picks for the second half

Traders work on the floor of the New York Stock Exchange.
Lucas Jackson | Reuters

In a note to clients Wednesday, JPMorgan equity research issued a list of stocks the firm believes could provide excess returns in the second half of the year.

Each month, the investment bank asks its equity analysts for one to three of their top picks that fit a variety of strategies such as near term, growth and value, among others.

Here are some of their top picks.