JPMorgan is adding some interesting names to its October favorites, including $AXP, $LBRT and $TMO. What caught my attention is the mix of value, energy and healthcare instead of simply chasing the hottest AI names.

$AXP looks like a value play after its recent weakness, while $LBRT could benefit from growing power demand from data centers, and $TMO has some interesting AI and biotech tailwinds. Which of these three would you be most comfortable owning right now?