These are JPMorgan’s top stock picks for May

A contractor working for cleans a delivery truck in Richmond, California, on Tuesday, Oct. 13, 2020.
David Paul Morris | Bloomberg | Getty Images

Researchers at JPMorgan swapped out one tech giant for another in the Wall Street bank's updated focus list.

The firm publishes a focus list every month of the top ideas in its coverage universe.

The names on the list all have overweight ratings from JPMorgan analysts and can be classified as near-term, growth or value plays.