Ratings by JPMorgan (Richard Shane)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
5/13/2022 Redwood Trust RWT New Coverage Overweight
(N/A)
9.61
(7.57)
-21.23% Details
4/28/2022 Discover Financial DFS Maintain Overweight
(N/A)
 
 
  Details
4/27/2022 Ares Capital ARCC Upgrade Overweight
(Neutral)
19.80
(17.81)
-10.05% Details
4/26/2022 KKR Real Estate Financial Trust KREF Maintain Overweight
(N/A)
 
 
  Details
4/25/2022 TPG RE Finance Trust TRTX Maintain Neutral
(N/A)
 
 
  Details
4/25/2022 Two Harbors Investment TWO Maintain Neutral
(N/A)
 
 
  Details
4/25/2022 Claros Mortgage Trust Inc CMTG Downgrade Neutral
(Overweight)
19.06
(16.60)
-12.91% Details
4/25/2022 Ares Commercial ACRE Maintain Neutral
(N/A)
 
 
  Details
4/25/2022 Apollo Commercial Real Estate Finance ARI Maintain Neutral
(N/A)
 
 
  Details
4/25/2022 Annaly Capital Management NLY Maintain Overweight
(N/A)
 
 
  Details
4/25/2022 American Capital Agency AGNC Downgrade Neutral
(Overweight)
11.87
(11.04)
-6.99% Details
4/18/2022 Ally Financial ALLY Maintain Neutral
(N/A)
 
 
  Details
4/11/2022 Synchrony Financial SYF Maintain Neutral
(N/A)
 
 
  Details
4/11/2022 SLM Corp. SLM Maintain Neutral
(N/A)
 
 
  Details
4/11/2022 Rocket Cos Inc. RKT Maintain Overweight
(N/A)
 
 
  Details
4/11/2022 Oportun Financial Corp OPRT Maintain Overweight
(N/A)
 
 
  Details
4/11/2022 OneMain OMF Maintain Overweight
(N/A)
 
 
  Details
4/11/2022 NMI Holdings NMIH Maintain Overweight
(N/A)
 
 
  Details
4/11/2022 Navient Corporation NAVI Downgrade Underweight
(Neutral)
16.49
(13.80)
-16.31% Details
4/11/2022 Guild Holdings Co. GHLD Maintain Overweight
(N/A)
 
 
  Details
4/11/2022 Essent Group ESNT Upgrade Overweight
(Neutral)
40.14
(38.53)
-4.01% Details
4/11/2022 Discover Financial DFS Maintain Overweight
(N/A)
 
 
  Details
4/11/2022 Capital One Financial COF Maintain Overweight
(N/A)
 
 
  Details
4/11/2022 American Express AXP Maintain Neutral
(Overweight)
 
 
  Details
4/11/2022 Ally Financial ALLY Maintain Neutral
(N/A)
 
 
  Details
3/11/2022 Guild Holdings Co. GHLD Maintain Overweight
(N/A)
 
 
  Details
3/4/2022 WhiteHorse Finance WHF Maintain Neutral
(N/A)
 
 
  Details
3/3/2022 Solar Capital SLRC Maintain Neutral
(N/A)
 
 
  Details
2/25/2022 Oportun Financial Corp OPRT Maintain Overweight
(N/A)
 
 
  Details
2/25/2022 Rocket Cos Inc. RKT Maintain Overweight
(N/A)
 
 
  Details
2/8/2022 Ares Commercial ACRE Maintain Neutral
(N/A)
 
 
  Details
2/8/2022 Claros Mortgage Trust Inc CMTG Maintain Overweight
(N/A)
 
 
  Details
2/8/2022 Starwood Property Trust STWD Maintain Overweight
(N/A)
 
 
  Details
2/8/2022 Arbor Realty Trust ABR Maintain Overweight
(N/A)
 
 
  Details
2/8/2022 Apollo Commercial Real Estate Finance ARI Maintain Neutral
(N/A)
 
 
  Details
1/27/2022 Navient Corporation NAVI Maintain Neutral
(N/A)
 
 
  Details
1/24/2022 First Horizon National FHN Maintain Overweight
(N/A)
 
 
  Details
1/19/2022 Synchrony Financial SYF Maintain Neutral
(N/A)
 
 
  Details
1/19/2022 OneMain OMF Maintain Overweight
(N/A)
 
 
  Details
1/19/2022 Guild Holdings Co. GHLD Maintain Overweight
(N/A)
 
 
  Details
1/19/2022 Discover Financial DFS Maintain Overweight
(N/A)
 
 
  Details
1/19/2022 Capital One Financial COF Maintain Overweight
(N/A)
 
 
  Details
1/19/2022 SLM Corp. SLM Maintain Neutral
(N/A)
 
 
  Details
1/19/2022 NMI Holdings NMIH Maintain Overweight
(N/A)
 
 
  Details
1/19/2022 Navient Corporation NAVI Maintain Neutral
(N/A)
 
 
  Details
1/19/2022 Essent Group ESNT Maintain Neutral
(N/A)
 
 
  Details
1/19/2022 Oportun Financial Corp OPRT Upgrade Overweight
(Neutral)
19.27
(8.30)
-56.93% Details
1/19/2022 Rocket Cos Inc. RKT Upgrade Overweight
(Neutral)
13.42
(7.17)
-46.57% Details
1/19/2022 Ally Financial ALLY Downgrade Neutral
(Overweight)
52.64
(33.07)
-37.18% Details
1/19/2022 Home Point Capital Inc. HMPT Downgrade Underweight
(Neutral)
4.89
(3.85)
-21.27% Details
12/15/2021 First Horizon National FHN Maintain Overweight
(N/A)
 
 
  Details
11/29/2021 Claros Mortgage Trust Inc CMTG New Coverage Overweight
(N/A)
17.04
(16.60)
-2.58% Details
11/19/2021 PennantPark Investment PNNT Upgrade Neutral
(Underweight)
6.89
(7.85)
13.93% Details
11/11/2021 Guild Holdings Co. GHLD Upgrade Overweight
(Neutral)
13.90
(10.17)
-26.83% Details
11/10/2021 Starwood Property Trust STWD Maintain Overweight
(N/A)
 
 
  Details
11/1/2021 Arbor Realty Trust ABR Maintain Overweight
(N/A)
 
 
  Details
10/27/2021 Capital One Financial COF Maintain Overweight
(N/A)
 
 
  Details
10/27/2021 Ares Capital ARCC Maintain Neutral
(N/A)
 
 
  Details
10/20/2021 Synchrony Financial SYF Maintain Neutral
(Overweight)
 
 
  Details
8/10/2021 WhiteHorse Finance WHF Upgrade Neutral
(Underweight)
15.85
(13.10)
-17.35% Details
8/5/2021 Starwood Property Trust STWD Maintain Overweight
(N/A)
 
 
  Details
8/5/2021 Solar Capital SLRC Maintain Neutral
(N/A)
 
 
  Details
7/26/2021 American Capital Agency AGNC Maintain Overweight
(N/A)
 
 
  Details
7/26/2021 KKR Real Estate Financial Trust KREF Maintain Overweight
(N/A)
 
 
  Details
7/26/2021 Apollo Commercial Real Estate Finance ARI Maintain Neutral
(N/A)
 
 
  Details
7/26/2021 American Express AXP Maintain Overweight
(N/A)
 
 
  Details
7/19/2021 Rocket Cos Inc. RKT Maintain Underweight
(N/A)
 
 
  Details
7/19/2021 Home Point Capital Inc. HMPT Maintain Overweight
(N/A)
 
 
  Details
7/19/2021 First Horizon National FHN Maintain Overweight
(N/A)
 
 
  Details
7/19/2021 Essent Group ESNT Maintain Neutral
(N/A)
 
 
  Details
7/19/2021 Synchrony Financial SYF Maintain Overweight
(N/A)
 
 
  Details
7/19/2021 SLM Corp. SLM Maintain Neutral
(N/A)
 
 
  Details
7/19/2021 Ozon Holdings OZON Maintain Neutral
(N/A)
 
 
  Details
7/19/2021 Oportun Financial Corp OPRT Maintain Neutral
(N/A)
 
 
  Details
7/19/2021 OneMain OMF Maintain Overweight
(N/A)
 
 
  Details
7/19/2021 NMI Holdings NMIH Maintain Overweight
(N/A)
 
 
  Details
7/19/2021 Navient Corporation NAVI Maintain Neutral
(N/A)
 
 
  Details
7/19/2021 Discover Financial DFS Maintain Overweight
(N/A)
 
 
  Details
7/19/2021 Capital One Financial COF Maintain Overweight
(N/A)
 
 
  Details
7/19/2021 American Express AXP Maintain Overweight
(N/A)
 
 
  Details
7/19/2021 Ally Financial ALLY Maintain Overweight
(N/A)
 
 
  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
(13.10)
-17.51% Details
4/26/2021 Blackstone Mortgage Trust BXMT Downgrade Neutral
(Overweight)
32.26
(27.44)
-14.94% Details
2/26/2021 Solar Capital SLRC Downgrade Neutral
(Overweight)
19.21
(14.55)
-24.26% Details
2/23/2021 Home Point Capital Inc HMPT New Coverage Overweight
(N/A)
12.00
(3.85)
-67.92% 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
(10.45)
0.1% Details
2/9/2021 KKR Real Estate Financial Trust KREF Upgrade Overweight
(Neutral)
17.97
(17.29)
-3.78% Details
2/9/2021 Arbor Realty Trust ABR Maintain Overweight
(N/A)
 
 
  Details
1/19/2021 Synchrony Financial SYF Upgrade Overweight
(Neutral)
38.91
(27.45)
-29.45% 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
(7.17)
-64.43% 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
(13.80)
13.96% Details
1/19/2021 Guild Holdings Co. GHLD Downgrade Neutral
(Overweight)
17.00
(10.17)
-40.18% Details
1/19/2021 Essent Group ESNT Downgrade Neutral
(Overweight)
48.47
(38.53)
-20.51% 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
(135.91)
9.8% Details
1/19/2021 Ally Financial ALLY Maintain Overweight
(N/A)
 
 
  Details
12/10/2020 Ares Capital ARCC Downgrade Neutral
(Overweight)
17.21
(19.80)
15.05% 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
(7.17)
-66.96% Details
8/31/2020 Rocket Cos Inc. RKT New Coverage Neutral
(N/A)
27.10
(7.17)
-73.54% 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
(19.14)
20.45% 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
(27.45)
20.98% Details
7/15/2020 Santander Consumer USA Holdings Inc. SC Downgrade Underweight
(Neutral)
18.01
(41.60)
130.98% Details
7/15/2020 SLM Corp. SLM Downgrade Neutral
(Overweight)
6.89
(15.59)
126.27% 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
(16.36)
15.62% 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
(135.91)
45.27% Details
7/15/2020 Ally Financial ALLY Upgrade Overweight
(Neutral)
20.52
(33.07)
61.16% 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
(16.36)
-54.01% 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
(13.10)
-6.09% Details
2/3/2020 Solar Capital SLRC Upgrade Overweight
(Neutral)
20.67
(14.55)
-29.61% Details
1/29/2020 Arbor Realty Trust ABR Upgrade Neutral
(Underweight)
14.64
(13.11)
-10.45% Details
1/29/2020 Blackstone Mortgage Trust BXMT Upgrade Overweight
(Neutral)
37.74
(27.44)
-27.29% 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 Oportun Financial Corp OPRT Downgrade Neutral
(Overweight)
22.95
(8.30)
-63.83% Details
1/17/2020 SLM Corp. SLM Maintain Overweight
(N/A)
 
 
  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
(38.53)
-23.91% 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
(7.85)
27.02% 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
(10.16)
-46.61% Details
10/21/2019 Oportun Financial Corp OPRT New Coverage Overweight
(N/A)
16.10
(8.30)
-48.45% 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
(33.07)
3.99% Details
7/16/2019 OneMain OMF Upgrade Overweight
(Neutral)
34.59
(37.16)
7.43% Details
4/25/2019 Navient Corporation NAVI Upgrade Overweight
(Neutral)
12.43
(13.80)
11.02% 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
(41.60)
85.71% Details
1/25/2019 SLM Corp. SLM Maintain Overweight
(N/A)
 
 
  Details
1/16/2019 WhiteHorse Finance WHF Downgrade Underweight
(Neutral)
13.78
(13.10)
-4.93% Details
1/16/2019 PennantPark Investment PNNT Downgrade Neutral
(Overweight)
6.96
(7.85)
12.79% Details
1/16/2019 KKR Real Estate Financial Trust KREF Upgrade Neutral
(Underweight)
20.02
(17.29)
-13.64% 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
(5.85)
-41.73% 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
(9.43)
-50.37% Details
1/16/2019 TCG BDC, Inc. CGBD Upgrade Overweight
(Neutral)
14.46
(12.52)
-13.42% Details
1/16/2019 Apollo Commercial Real Estate Finance ARI Upgrade Overweight
(Neutral)
17.42
(10.16)
-41.68% 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
(33.07)
44.22% Details
12/20/2018 American Capital Agency AGNC Upgrade Overweight
(Neutral)
17.76
(11.04)
-37.84% 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
(92.68)
21.23% Details
9/21/2018 Starwood Property Trust STWD New Coverage Overweight
(N/A)
21.78
(20.63)
-5.28% Details