How to play payments stocks after essentially their worst run in 15 years

Core Viewpoint - J.P. Morgan recommends shares of Visa and Toast, highlighting their quality businesses despite struggling for momentum in 2025 [1] Company Analysis - Visa is identified as a strong business with potential for growth, yet it has faced challenges in gaining momentum in the current year [1] - Toast, similarly, is recognized for its quality operations but has also struggled to achieve significant progress in 2025 [1]