Ratings by JPMorgan (Kenneth Worthington)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. 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
(236.58)
5.45% Details
4/23/2021 GCM Grosvenor Inc. GCMG Upgrade Overweight
(Underweight)
11.71
(9.96)
-14.94% Details
3/4/2021 Charles Schwab Corp. SCHW New Coverage Overweight
(N/A)
64.96
(67.95)
4.6% Details
1/7/2021 Moelis MC Upgrade Neutral
(Underweight)
46.24
(59.25)
28.14% Details
7/10/2020 Houlihan Lokey HLI Downgrade Neutral
(Overweight)
55.33
(89.10)
61.03% Details
7/7/2020 Moelis MC Downgrade Underweight
(Neutral)
30.73
(59.25)
92.81% Details
3/23/2020 Moelis MC Downgrade Neutral
(Overweight)
25.16
(59.25)
135.49% 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
(2.75)
-48.88% Details
12/13/2019 AssetMark Financial Holdings Inc. AMK Upgrade Overweight
(Neutral)
26.88
(26.10)
-2.9% Details
12/13/2019 Victory Capital Holdings, Inc. VCTR Downgrade Neutral
(Overweight)
21.50
(30.49)
41.81% Details
12/13/2019 Eaton Vance EV Upgrade Neutral
(Underweight)
46.67
(73.07)
56.57% Details
9/12/2019 Victory Capital Holdings, Inc. VCTR Maintain Overweight
(N/A)
 
 
  Details
9/12/2019 Invesco IVZ Downgrade Neutral
(Overweight)
17.04
(24.38)
43.08% Details
9/12/2019 Franklin Resources BEN Upgrade Neutral
(Underweight)
28.45
(29.55)
3.87% Details
9/3/2019 Virtu Financial VIRT New Coverage Overweight
(N/A)
18.80
(25.74)
36.91% 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
(86.73)
117.91% Details
2/25/2019 CBOE Holdings CBOE Upgrade Overweight
(Neutral)
104.20
(104.20)
0% Details
11/28/2018 Eaton Vance EV Downgrade Underweight
(Neutral)
41.79
(73.07)
74.85% Details
11/1/2018 Hamilton Lane Inc. HLNE Downgrade Neutral
(Overweight)
37.40
(93.00)
148.66% 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