Ratings by JPMorgan (Richard Shane)
| Date | Company | Symbol | 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 |
