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Ratings by JPMorgan (Reginald Smith)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
2/14/2024 Upstart Holdings Inc UPST Maintain Underweight
(N/A)
 
 
  Details
2/9/2024 Affirm Holdings Inc. AFRM Maintain Neutral
(N/A)
 
 
  Details
1/26/2024 Bread Financial Holdings BFH Maintain Neutral
(N/A)
 
 
  Details
12/18/2023 CompoSecure Inc. CMPO Maintain Overweight
(N/A)
 
 
  Details
12/18/2023 Lending Club LC Maintain Overweight
(N/A)
 
 
  Details
12/18/2023 Affirm Holdings Inc. AFRM Maintain Neutral
(N/A)
 
 
  Details
12/18/2023 CompoSecure Inc. CMPO Downgrade Neutral
(Overweight)
5.00
(4.65)
-7% Details
12/18/2023 Bread Financial Holdings BFH Downgrade Neutral
(Overweight)
34.00
(36.64)
7.76% Details
12/8/2023 Iris Energy Ltd. IREN Maintain Overweight
(N/A)
 
 
  Details
12/8/2023 Marathon Digital Holdings MARA Maintain Underweight
(N/A)
 
 
  Details
12/8/2023 CleanSpark Inc. CLSK Downgrade Neutral
(Overweight)
9.24
(16.93)
83.23% Details
12/8/2023 Riot Platforms RIOT Upgrade Neutral
(Underweight)
14.88
(15.67)
5.31% Details
12/1/2023 Riot Platforms RIOT Maintain Underweight
(N/A)
 
 
  Details
12/1/2023 Marathon Digital Holdings MARA Maintain Underweight
(N/A)
 
 
  Details
12/1/2023 Iris Energy Ltd. IREN Maintain Overweight
(N/A)
 
 
  Details
12/1/2023 CleanSpark Inc. CLSK Maintain Overweight
(N/A)
 
 
  Details
11/10/2023 CompoSecure Inc. CMPO Maintain Overweight
(N/A)
 
 
  Details
11/8/2023 Upstart Holdings Inc UPST Maintain Underweight
(N/A)
 
 
  Details
10/11/2023 CleanSpark Inc. CLSK New Coverage Overweight
(N/A)
3.70
(16.93)
357.57% Details
10/11/2023 Marathon Digital Holdings MARA New Coverage Underweight
(N/A)
8.36
(24.73)
195.81% Details
10/11/2023 Cipher Mining CIFR New Coverage Neutral
(N/A)
2.55
(3.39)
32.94% Details
10/11/2023 Riot Platforms RIOT New Coverage Underweight
(N/A)
10.17
(15.67)
54.08% Details
8/22/2023 Upstart Holdings Inc UPST Maintain Underweight
(N/A)
 
 
  Details
8/22/2023 SoFi Technologies SOFI Maintain Neutral
(N/A)
 
 
  Details
8/22/2023 Lending Club LC Maintain Overweight
(N/A)
 
 
  Details
8/22/2023 CompoSecure Inc. CMPO Maintain Overweight
(N/A)
 
 
  Details
8/22/2023 Affirm Holdings Inc. AFRM Maintain Neutral
(N/A)
 
 
  Details
4/27/2023 Lending Club LC Maintain Overweight
(N/A)
 
 
  Details
4/11/2023 Upstart Holdings Inc UPST New Coverage Underweight
(N/A)
16.98
(24.69)
45.41% Details
4/11/2023 Lending Club LC New Coverage Overweight
(N/A)
6.75
(8.03)
18.96% Details
2/9/2023 Affirm Holdings Inc. AFRM Maintain Neutral
(N/A)
 
 
  Details
1/17/2023 SoFi Technologies SOFI New Coverage Neutral
(N/A)
5.44
(8.25)
51.65% Details
12/15/2022 Affirm Holdings Inc. AFRM Maintain Neutral
(N/A)
 
 
  Details
11/9/2022 Affirm Holdings Inc. AFRM Maintain Neutral
(N/A)
 
 
  Details
10/11/2022 CompoSecure Inc. CMPO New Coverage Overweight
(N/A)
5.26
(4.65)
-11.6% Details
9/28/2022 IRIS International IRIS New Coverage Neutral
(N/A)
19.49
(19.49)
0% Details
5/11/2022 Affirm Holdings Inc. AFRM New Coverage Neutral
(N/A)
20.59
(38.06)
84.85% Details
8/14/2018 Alliance Data Systems ADS Upgrade Overweight
(Neutral)
227.59
(56.80)
-75.04% Details