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Ratings by JPMorgan (Kenneth B. Worthington)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
7/5/2022 Brookfield Asset Management BAM Maintain Overweight
(N/A)
 
 
  Details
6/14/2022 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
5/11/2022 TPG Inc. TPG Maintain Overweight
(N/A)
 
 
  Details
2/10/2022 CME Group CME Maintain Neutral
(N/A)
 
 
  Details
2/8/2022 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
2/7/2022 TPG Inc. TPG New Coverage Overweight
(N/A)
33.08
(31.35)
-5.23% Details
1/25/2022 Federated Hermes Inc. FHI Maintain Underweight
(N/A)
 
 
  Details
1/21/2022 StepStone Group STEP Maintain Neutral
(N/A)
 
 
  Details
1/21/2022 Moelis MC Maintain Neutral
(N/A)
 
 
  Details
1/19/2022 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
1/18/2022 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
1/14/2022 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
1/14/2022 CBOE Holdings CBOE Maintain Underweight
(N/A)
 
 
  Details
12/10/2021 Federated Hermes Inc. FHI Maintain Underweight
(N/A)
 
 
  Details
11/15/2021 P10 Inc PX New Coverage Overweight
(N/A)
12.65
(13.27)
4.9% Details
11/4/2021 Virtu Financial VIRT Maintain Overweight
(N/A)
 
 
  Details
11/2/2021 Franklin Resources BEN Maintain Neutral
(N/A)
 
 
  Details
10/29/2021 IntercontinentalExchange ICE Maintain Overweight
(N/A)
 
 
  Details
10/28/2021 Moelis MC Maintain Neutral
(N/A)
 
 
  Details
10/27/2021 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
9/29/2021 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
8/23/2021 Robinhood Markets HOOD New Coverage Underweight
(N/A)
44.69
(9.21)
-79.39% Details
8/5/2021 Virtu Financial VIRT Maintain Overweight
(N/A)
 
 
  Details
8/2/2021 CBOE Holdings CBOE Maintain Underweight
(N/A)
 
 
  Details
7/28/2021 CME Group CME Maintain Neutral
(N/A)
 
 
  Details
7/22/2021 Moelis MC Maintain Neutral
(N/A)
 
 
  Details
7/15/2021 Franklin Resources BEN Maintain Neutral
(N/A)
 
 
  Details
7/15/2021 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
7/15/2021 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
7/2/2021 Charles Schwab Corp. SCHW Maintain Neutral
(N/A)
 
 
  Details
7/2/2021 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
7/2/2021 Moelis MC Maintain Neutral
(N/A)
 
 
  Details
6/18/2021 Brookfield Asset Management BAM Maintain Overweight
(N/A)
 
 
  Details
4/19/2021 Federated Hermes Inc. FHI Downgrade Underweight
(Neutral)
31.71
(35.18)
10.94% Details
4/7/2021 CBOE Holdings CBOE Maintain Underweight
(N/A)
 
 
  Details
3/9/2021 Apollo Global Management APO Downgrade Neutral
(Overweight)
49.56
(57.91)
16.85% Details
2/8/2021 IntercontinentalExchange ICE Maintain Overweight
(N/A)
 
 
  Details
2/3/2021 Virtu Financial VIRT Maintain Overweight
(N/A)
 
 
  Details
1/26/2021 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
1/15/2021 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
1/15/2021 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
1/7/2021 CBOE Holdings CBOE Downgrade Underweight
(Neutral)
104.20
(123.89)
18.9% Details
1/7/2021 CME Group CME Upgrade Neutral
(Underweight)
193.38
(202.85)
4.9% Details
11/23/2020 Eaton Vance EV Downgrade Neutral
(Overweight)
65.66
(73.07)
11.29% Details
10/20/2020 Brookfield Asset Management BAM Maintain Overweight
(N/A)
 
 
  Details
10/20/2020 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
10/16/2020 Federated Hermes Inc. FHI Downgrade Neutral
(Overweight)
26.10
(35.18)
34.79% Details
10/13/2020 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
10/9/2020 CME Group CME Maintain Underweight
(N/A)
 
 
  Details
9/29/2020 LPL Investment LPLA Maintain Neutral
(N/A)
 
 
  Details
9/29/2020 Franklin Resources BEN New Coverage Neutral
(N/A)
20.20
(27.62)
36.73% Details
8/27/2020 Eaton Vance EV Upgrade Overweight
(Neutral)
39.25
(65.66)
67.29% Details
8/21/2020 Eaton Vance EV Maintain Neutral
(N/A)
 
 
  Details
8/10/2020 IntercontinentalExchange ICE Maintain Overweight
(N/A)
 
 
  Details
8/5/2020 AssetMark Financial Holdings Inc. AMK Downgrade Neutral
(Overweight)
27.91
(21.60)
-22.61% Details
7/31/2020 LPL Investment LPLA Maintain Neutral
(N/A)
 
 
  Details
7/15/2020 Nasdaq OMX Group Inc. NDAQ Maintain Neutral
(N/A)
 
 
  Details
7/14/2020 IntercontinentalExchange ICE Maintain Overweight
(N/A)
 
 
  Details
7/13/2020 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
7/9/2020 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
6/22/2020 Nasdaq OMX Group Inc. NDAQ Maintain Neutral
(N/A)
 
 
  Details
6/19/2020 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
6/2/2020 CBOE Holdings CBOE Downgrade Neutral
(Overweight)
104.20
(123.89)
18.9% Details
5/6/2020 Federated Hermes Inc. FHI Upgrade Overweight
(Neutral)
22.71
(35.18)
54.91% Details
5/4/2020 CBOE Holdings CBOE Maintain Overweight
(N/A)
 
 
  Details
4/27/2020 AssetMark Financial Holdings Inc. AMK Maintain Overweight
(N/A)
 
 
  Details
4/20/2020 Nasdaq OMX Group Inc. NDAQ Maintain Neutral
(N/A)
 
 
  Details
4/7/2020 Tradeweb Markets TW Maintain Neutral
(N/A)
 
 
  Details
4/7/2020 CBOE Holdings CBOE Maintain Overweight
(N/A)
 
 
  Details
4/7/2020 IntercontinentalExchange ICE Maintain Overweight
(N/A)
 
 
  Details
4/7/2020 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
4/6/2020 Federated Hermes Inc. FHI Maintain Neutral
(N/A)
 
 
  Details
3/30/2020 LPL Investment LPLA Maintain Neutral
(N/A)
 
 
  Details
3/24/2020 Virtu Financial VIRT Maintain Overweight
(N/A)
 
 
  Details
3/16/2020 T. Rowe Price TROW Maintain Underweight
(N/A)
 
 
  Details
3/11/2020 LPL Investment LPLA Maintain Neutral
(N/A)
 
 
  Details
1/10/2020 Virtu Financial VIRT Maintain Overweight
(N/A)
 
 
  Details
1/10/2020 Franklin Resources BEN Maintain Neutral
(N/A)
 
 
  Details
1/9/2020 CME Group CME Maintain Underweight
(N/A)
 
 
  Details