Ratings by JPMorgan (Richard Shane)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
5/6/2021 TPG RE Finance Trust TRTX Maintain Neutral
(N/A)
 
 
  Details
5/6/2021 Rocket Cos Inc. RKT Maintain Underweight
(N/A)
 
 
  Details
5/6/2021 TPG Specialty Lending TSLX Maintain Overweight
(N/A)
 
 
  Details
5/5/2021 Two Harbors Investment TWO Maintain Neutral
(N/A)
 
 
  Details
4/27/2021 TPG RE Finance Trust TRTX Maintain Neutral
(N/A)
 
 
  Details
4/27/2021 Starwood Property Trust STWD Maintain Overweight
(N/A)
 
 
  Details
4/27/2021 Ladder Capital LADR Maintain Underweight
(N/A)
 
 
  Details
4/27/2021 KKR Real Estate Financial Trust KREF Maintain Overweight
(N/A)
 
 
  Details
4/27/2021 Granite Point Mortgage Trust GPMT Maintain Neutral
(N/A)
 
 
  Details
4/27/2021 Ares Commercial ACRE Maintain Neutral
(N/A)
 
 
  Details
4/27/2021 Arbor Realty Trust ABR Maintain Overweight
(N/A)
 
 
  Details
4/27/2021 WhiteHorse Finance WHF Downgrade Underweight
(Neutral)
15.88
(14.82)
-6.68% Details
4/26/2021 Blackstone Mortgage Trust BXMT Downgrade Neutral
(Overweight)
32.26
(31.64)
-1.92% Details
2/26/2021 Solar Capital SLRC Downgrade Neutral
(Overweight)
19.21
(19.16)
-0.26% Details
2/23/2021 Home Point Capital Inc HMPT New Coverage Overweight
(N/A)
12.00
(6.20)
-48.33% Details
2/9/2021 Granite Point Mortgage Trust GPMT Maintain Neutral
(N/A)
 
 
  Details
2/9/2021 Ladder Capital LADR Downgrade Underweight
(Neutral)
10.44
(11.66)
11.69% Details
2/9/2021 KKR Real Estate Financial Trust KREF Upgrade Overweight
(Neutral)
17.97
(22.17)
23.37% Details
2/9/2021 Arbor Realty Trust ABR Maintain Overweight
(N/A)
 
 
  Details
1/19/2021 Synchrony Financial SYF Upgrade Overweight
(Neutral)
38.91
(46.14)
18.58% Details
1/19/2021 Santander Consumer USA Holdings Inc. SC Maintain Underweight
(Neutral)
 
 
  Details
1/19/2021 SLM Corp. SLM Maintain Neutral
(N/A)
 
 
  Details
1/19/2021 Rocket Cos Inc. RKT Downgrade Underweight
(Overweight)
20.16
(19.44)
-3.57% Details
1/19/2021 Oportun Financial Corp OPRT Maintain Neutral
(N/A)
 
 
  Details
1/19/2021 OneMain OMF Maintain Overweight
(N/A)
 
 
  Details
1/19/2021 NMI Holdings NMIH Maintain Overweight
(N/A)
 
 
  Details
1/19/2021 Navient Corporation NAVI Downgrade Neutral
(Overweight)
12.11
(18.34)
51.45% Details
1/19/2021 Guild Holdings Co. GHLD Downgrade Neutral
(Overweight)
17.00
(15.65)
-7.94% Details
1/19/2021 Essent Group ESNT Downgrade Neutral
(Overweight)
48.47
(44.66)
-7.86% Details
1/19/2021 Discover Financial DFS Maintain Overweight
(N/A)
 
 
  Details
1/19/2021 Capital One Financial COF Maintain Overweight
(N/A)
 
 
  Details
1/19/2021 American Express AXP Upgrade Overweight
(Underweight)
123.78
(158.17)
27.78% Details
1/19/2021 Ally Financial ALLY Maintain Overweight
(N/A)
 
 
  Details
12/10/2020 Ares Capital ARCC Downgrade Neutral
(Overweight)
17.21
(19.00)
10.4% Details
11/25/2020 Rocket Cos Inc. RKT Maintain Overweight
(N/A)
 
 
  Details
11/6/2020 Two Harbors Investment TWO Maintain Neutral
(N/A)
 
 
  Details
10/20/2020 Synchrony Financial SYF Maintain Neutral
(N/A)
 
 
  Details
10/9/2020 Rocket Cos Inc. RKT Upgrade Overweight
(Neutral)
21.70
(19.44)
-10.41% Details
8/31/2020 Rocket Cos Inc. RKT New Coverage Neutral
(N/A)
27.10
(19.44)
-28.27% Details
8/3/2020 WhiteHorse Finance WHF Maintain Neutral
(N/A)
 
 
  Details
8/3/2020 TPG Specialty Lending TSLX Maintain Overweight
(N/A)
 
 
  Details
8/3/2020 FS KKR Group FSK Downgrade Neutral
(Overweight)
15.89
(21.90)
37.82% Details
8/3/2020 TCG BDC, Inc. CGBD Maintain Overweight
(N/A)
 
 
  Details
8/3/2020 FS KKR Capital Corp. FSKR Maintain Neutral
(N/A)
 
 
  Details
8/3/2020 Ares Capital ARCC Maintain Overweight
(N/A)
 
 
  Details
7/28/2020 KKR Real Estate Financial Trust KREF Maintain Neutral
(N/A)
 
 
  Details
7/28/2020 Apollo Commercial Real Estate Finance ARI Maintain Neutral
(N/A)
 
 
  Details
7/28/2020 Annaly Capital Management NLY Maintain Overweight
(N/A)
 
 
  Details
7/28/2020 American Capital Agency AGNC Maintain Overweight
(N/A)
 
 
  Details
7/15/2020 Synchrony Financial SYF Downgrade Neutral
(Overweight)
22.69
(46.14)
103.35% Details
7/15/2020 Santander Consumer USA Holdings Inc. SC Downgrade Underweight
(Neutral)
18.01
(35.33)
96.17% Details
7/15/2020 SLM Corp. SLM Downgrade Neutral
(Overweight)
6.89
(19.24)
179.25% Details
7/15/2020 Oportun Financial Corp OPRT Maintain Neutral
(N/A)
 
 
  Details
7/15/2020 OneMain OMF Maintain Overweight
(N/A)
 
 
  Details
7/15/2020 NMI Holdings NMIH Upgrade Overweight
(Neutral)
14.15
(22.67)
60.21% Details
7/15/2020 Navient Corporation NAVI Maintain Overweight
(N/A)
 
 
  Details
7/15/2020 Essent Group ESNT Maintain Overweight
(N/A)
 
 
  Details
7/15/2020 Discover Financial DFS Maintain Overweight
(N/A)
 
 
  Details
7/15/2020 Capital One Financial COF Maintain Overweight
(N/A)
 
 
  Details
7/15/2020 American Express AXP Downgrade Underweight
(Neutral)
93.56
(158.17)
69.06% Details
7/15/2020 Ally Financial ALLY Upgrade Overweight
(Neutral)
20.52
(49.51)
141.28% Details
7/13/2020 FS KKR Capital Corp. FSKR New Coverage Neutral
(N/A)
12.25
(21.56)
76% Details
2/18/2020 Essent Group ESNT Maintain Overweight
(N/A)
 
 
  Details
2/12/2020 NMI Holdings NMIH Downgrade Neutral
(Overweight)
35.57
(22.67)
-36.27% Details
2/3/2020 TPG Specialty Lending TSLX Maintain Overweight
(N/A)
 
 
  Details
2/3/2020 TCG BDC, Inc. CGBD Maintain Overweight
(N/A)
 
 
  Details
2/3/2020 FS KKR Group FSK Maintain Overweight
(N/A)
 
 
  Details
2/3/2020 Apollo Investment AINV Maintain Neutral
(N/A)
 
 
  Details
2/3/2020 WhiteHorse Finance WHF Upgrade Neutral
(Underweight)
13.95
(14.82)
6.24% Details
2/3/2020 Solar Capital SLRC Upgrade Overweight
(Neutral)
20.67
(19.16)
-7.31% Details
1/29/2020 Arbor Realty Trust ABR Upgrade Neutral
(Underweight)
14.64
(17.40)
18.85% Details
1/29/2020 Blackstone Mortgage Trust BXMT Upgrade Overweight
(Neutral)
37.74
(31.64)
-16.16% Details
1/17/2020 Synchrony Financial SYF Maintain Overweight
(N/A)
 
 
  Details
1/17/2020 Santander Consumer USA Holdings Inc. SC Maintain Neutral
(N/A)
 
 
  Details
1/17/2020 SLM Corp. SLM Maintain Overweight
(N/A)
 
 
  Details
1/17/2020 Oportun Financial Corp OPRT Downgrade Neutral
(Overweight)
22.95
(21.16)
-7.8% Details
1/17/2020 OneMain OMF Maintain Overweight
(N/A)
 
 
  Details
1/17/2020 Navient Corporation NAVI Maintain Overweight
(N/A)
 
 
  Details
1/17/2020 Essent Group ESNT Upgrade Overweight
(Neutral)
50.64
(44.66)
-11.81% Details
1/17/2020 Discover Financial DFS Maintain Overweight
(N/A)
 
 
  Details
1/17/2020 Capital One Financial COF Maintain Overweight
(N/A)
 
 
  Details
1/17/2020 American Express AXP Maintain Neutral
(N/A)
 
 
  Details
1/17/2020 Ally Financial ALLY Maintain Neutral
(N/A)
 
 
  Details
11/25/2019 NMI Holdings NMIH Maintain Overweight
(N/A)
 
 
  Details
11/22/2019 OneMain OMF Maintain Overweight
(N/A)
 
 
  Details
10/29/2019 TPG Specialty Lending TSLX Maintain Overweight
(N/A)
 
 
  Details
10/29/2019 PennantPark Investment PNNT Downgrade Underweight
(Neutral)
6.18
(6.65)
7.61% Details
10/29/2019 BlackRock Capital Investment Corporation BKCC Maintain Underweight
(N/A)
 
 
  Details
10/29/2019 Apollo Investment AINV Maintain Neutral
(N/A)
 
 
  Details
10/22/2019 Apollo Commercial Real Estate Finance ARI Downgrade Neutral
(Overweight)
19.03
(15.90)
-16.45% Details
10/21/2019 Oportun Financial Corp OPRT New Coverage Overweight
(N/A)
16.10
(21.16)
31.43% Details
10/8/2019 American Express AXP Maintain Neutral
(N/A)
 
 
  Details
10/8/2019 Synchrony Financial SYF Maintain Overweight
(N/A)
 
 
  Details
10/8/2019 Santander Consumer USA Holdings Inc. SC Maintain Neutral
(N/A)
 
 
  Details
10/8/2019 SLM Corp. SLM Maintain Overweight
(N/A)
 
 
  Details
10/8/2019 OneMain OMF Maintain Overweight
(N/A)
 
 
  Details
10/8/2019 Navient Corporation NAVI Maintain Overweight
(N/A)
 
 
  Details
10/8/2019 Discover Financial DFS Maintain Overweight
(N/A)
 
 
  Details
10/8/2019 Capital One Financial COF Maintain Overweight
(N/A)
 
 
  Details
10/8/2019 American Express AXP Maintain Neutral
(N/A)
 
 
  Details
10/8/2019 Ally Financial ALLY Downgrade Neutral
(Overweight)
31.80
(49.51)
55.69% Details
7/16/2019 OneMain OMF Upgrade Overweight
(Neutral)
34.59
(56.70)
63.92% Details
4/25/2019 Navient Corporation NAVI Upgrade Overweight
(Neutral)
12.43
(18.34)
47.55% Details
4/22/2019 Ally Financial ALLY Maintain Overweight
(Overweight)
 
 
  Details
4/16/2019 Santander Consumer USA Holdings Inc. SC Upgrade Neutral
(Underweight)
22.40
(35.33)
57.72% Details
1/25/2019 SLM Corp. SLM Maintain Overweight
(N/A)
 
 
  Details
1/16/2019 WhiteHorse Finance WHF Downgrade Underweight
(Neutral)
13.78
(14.82)
7.55% Details
1/16/2019 PennantPark Investment PNNT Downgrade Neutral
(Overweight)
6.96
(6.65)
-4.45% Details
1/16/2019 KKR Real Estate Financial Trust KREF Upgrade Neutral
(Underweight)
20.02
(22.17)
10.74% Details
1/16/2019 Navient Corporation NAVI Upgrade Neutral
(Underweight)
10.41
(12.43)
19.4% Details
1/16/2019 Annaly Capital Management NLY Upgrade Overweight
(Neutral)
10.04
(9.07)
-9.66% Details
1/16/2019 OneMain OMF Upgrade Neutral
(Underweight)
27.51
(34.59)
25.74% Details
1/16/2019 Granite Point Mortgage Trust GPMT Downgrade Neutral
(Overweight)
19.00
(14.75)
-22.37% Details
1/16/2019 TCG BDC, Inc. CGBD Upgrade Overweight
(Neutral)
14.46
(13.46)
-6.92% Details
1/16/2019 Apollo Commercial Real Estate Finance ARI Upgrade Overweight
(Neutral)
17.42
(15.90)
-8.73% Details
1/16/2019 Santander Consumer USA Holdings Inc. SC Downgrade Underweight
(Neutral)
19.22
(22.40)
16.55% Details
12/20/2018 Ally Financial ALLY Upgrade Overweight
(Neutral)
22.93
(49.51)
115.92% Details
12/20/2018 American Capital Agency AGNC Upgrade Overweight
(Neutral)
17.76
(16.70)
-5.97% Details
12/11/2018 NMI Holdings NMIH New Coverage Overweight
(N/A)
18.28
(35.57)
94.58% Details
10/2/2018 Discover Financial DFS Upgrade Overweight
(Neutral)
76.45
(114.11)
49.26% Details
9/21/2018 Starwood Property Trust STWD New Coverage Overweight
(N/A)
21.78
(25.29)
16.12% Details