Ratings by JPMorgan (Kenneth Worthington)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/17/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2024 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/11/2024 | Hamilton Lane Inc. | HLNE | Downgrade | Neutral (Overweight) |
116.52 (110.32) |
-5.32% | Details | |
| 3/15/2024 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2024 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2024 | Coinbase Global Inc. | COIN | Upgrade | Neutral (Underweight) |
140.39 (219.88) |
56.62% | Details | |
| 2/12/2024 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2024 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2024 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2024 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | Coinbase Global Inc. | COIN | Downgrade | Underweight (Neutral) |
124.75 (219.88) |
76.26% | Details | |
| 1/18/2024 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2023 | Fiserv | FI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2023 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2023 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2023 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 8/11/2023 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2023 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 8/2/2023 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2023 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2023 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2023 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2023 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2023 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/24/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2023 | Hamilton Lane Inc. | HLNE | Upgrade | Overweight (Neutral) |
64.76 (110.32) |
70.35% | Details | |
| 3/10/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2023 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 3/2/2023 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2023 | GCM Grosvenor Inc. | GCMG | Downgrade | Neutral (Overweight) |
8.95 (9.26) |
3.46% | Details | |
| 2/14/2023 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2023 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2023 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 1/5/2023 | Forge Global Holdings Inc | FRGE | New Coverage | Neutral (N/A) |
1.72 (1.83) |
6.4% | Details | |
| 11/10/2022 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2022 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 11/7/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2022 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2022 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2022 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 7/7/2022 | Blue Owl Capital | OWL | New Coverage | Neutral (N/A) |
10.23 (18.38) |
79.67% | Details | |
| 6/16/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/14/2022 | Coinbase Global Inc. | COIN | Downgrade | Neutral (Overweight) |
52.01 (219.88) |
322.76% | Details | |
| 5/2/2022 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/19/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2022 | Coinbase Global Inc. | COIN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2022 | Coinbase Global Inc. | COIN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2021 | Bridge Investment Group | BRDG | New Coverage | Overweight (N/A) |
15.68 (6.56) |
-58.16% | Details | |
| 8/9/2021 | Coinbase Global Inc. | COIN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2021 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 6/15/2021 | GCM Grosvenor Inc. | GCMG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2021 | Coinbase Global Inc. | COIN | New Coverage | Overweight (N/A) |
224.35 (219.88) |
-1.99% | Details | |
| 4/23/2021 | GCM Grosvenor Inc. | GCMG | Upgrade | Overweight (Underweight) |
11.71 (8.95) |
-23.57% | Details | |
| 3/4/2021 | Charles Schwab Corp. | SCHW | New Coverage | Overweight (N/A) |
64.96 (72.93) |
12.27% | Details | |
| 1/7/2021 | Moelis | MC | Upgrade | Neutral (Underweight) |
46.24 (51.44) |
11.25% | Details | |
| 7/10/2020 | Houlihan Lokey | HLI | Downgrade | Neutral (Overweight) |
55.33 (123.48) |
123.17% | Details | |
| 7/7/2020 | Moelis | MC | Downgrade | Underweight (Neutral) |
30.73 (51.44) |
67.39% | Details | |
| 3/23/2020 | Moelis | MC | Downgrade | Neutral (Overweight) |
25.16 (51.44) |
104.45% | Details | |
| 2/28/2020 | Gain Capital Holdings | GCAP | Downgrade | Neutral (Overweight) |
3.53 (6.04) |
71.1% | Details | |
| 1/10/2020 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2019 | Frank's International | FI | Downgrade | Neutral (Overweight) |
5.38 (147.55) |
2642.57% | Details | |
| 12/13/2019 | AssetMark Financial Holdings Inc. | AMK | Upgrade | Overweight (Neutral) |
26.88 (34.80) |
29.46% | Details | |
| 12/13/2019 | Victory Capital Holdings, Inc. | VCTR | Downgrade | Neutral (Overweight) |
21.50 (44.63) |
107.58% | Details | |
| 12/13/2019 | Eaton Vance | EV | Upgrade | Neutral (Underweight) |
46.67 (23.41) |
-49.84% | Details | |
| 9/12/2019 | Victory Capital Holdings, Inc. | VCTR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2019 | Invesco | IVZ | Downgrade | Neutral (Overweight) |
17.04 (15.33) |
-10.04% | Details | |
| 9/12/2019 | Franklin Resources | BEN | Upgrade | Neutral (Underweight) |
28.45 (24.94) |
-12.34% | Details | |
| 9/3/2019 | Virtu Financial | VIRT | New Coverage | Overweight (N/A) |
18.80 (20.51) |
9.1% | Details | |
| 8/15/2019 | Gain Capital Holdings | GCAP | Upgrade | Overweight (Neutral) |
4.32 (6.04) |
39.81% | Details | |
| 6/21/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2019 | Federated Investors | FII | Upgrade | Overweight (Neutral) |
31.93 (36.23) |
13.47% | Details | |
| 4/29/2019 | Tradeweb Markets | TW | New Coverage | Overweight (N/A) |
39.80 (100.91) |
153.54% | Details | |
| 2/25/2019 | CBOE Holdings | CBOE | Upgrade | Overweight (Neutral) |
104.20 (177.71) |
70.55% | Details | |
| 11/28/2018 | Eaton Vance | EV | Downgrade | Underweight (Neutral) |
41.79 (23.41) |
-43.98% | Details | |
| 11/1/2018 | Hamilton Lane Inc. | HLNE | Downgrade | Neutral (Overweight) |
37.40 (110.32) |
194.97% | Details | |
| 9/17/2018 | Federated Investors | FII | Upgrade | Neutral (Underweight) |
8.45 (31.93) |
277.87% | Details | |
| 9/6/2018 | Franklin Resources | BEN | Downgrade | Underweight (Neutral) |
31.26 (28.45) |
-8.99% | Details | |
| 8/31/2018 | Gain Capital Holdings | GCAP | New Coverage | Neutral (N/A) |
7.16 (4.32) |
-39.66% | Details |
