JPMorgan Names Stocks Most Exposed to Agentic AI
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JPMorgan Names Stocks Most Exposed to Agentic AI Moz Farooque ACCA Mon, September 28, 2026 at 4:27 PM EDT 2 min read JPM ALLY This article first appeared on GuruFocus . Agentic AI could threaten a broad group of consumer-facing companies whose businesses depend on people visiting their websites and apps, according to JPMorgan. The bank argues that increasingly capable AI agents could weaken business models built around search friction, consumer inertia, switching costs and control over online traffic. Warning! GuruFocus has detected 7 Warning Signs with ALLY. Is ALLY fairly valued? Test your thesis with our free DCF calculator. If consumers begin asking AI agents to search for products, compare prices, book trips or shop for financial services on their behalf, they may have less reason to visit traditional websites and apps directly. That could mean fewer visits, leads and transactions for companies whose economics depend on owning the customer interface. The five largest positions in the basket are: Ally Financial ( NYSE:ALLY ) carries a 7.1% weight and is down 14% year to date. Rocket Companies ( NYSE:RKT ) represents 7.0% of the basket and has fallen 38% this year. Booking Holdings ( NASDAQ:BKNG ) has a 6.8% weight and is down 27%. Expedia ( NASDAQ:EXPE ) also represents 6.8% and has declined 8%. Airbnb ( NASDAQ:ABNB ) rounds out the top five at 6.8%, although its stock is up 12% year to date. The rest of JPMorgan's agentic-AI vulnerable stock basket can be read here . JPMorgan's concern is less about AI replacing these companies outright and more about AI potentially sitting between them and their customers. That could be especially disruptive for businesses built around discovery, comparison or lead generation because an AI agent may increasingly perform those functions before a consumer ever reaches the platform. For investors, the key question is whether these companies can make themselves indispensable to AI agents rather than simply becoming traffic sources that agents bypass. The metrics to watch will be direct traffic, customer-acquisition costs, conversion rates, lead volumes and whether these companies can integrate their own agentic tools quickly enough to defend the customer relationship.
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