Ratings by JPMorgan (Seth Seifman)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
10/15/2021 Allegheny Technologies ATI Upgrade Overweight
(Neutral)
16.82
(17.19)
2.2% Details
6/15/2021 Allegheny Technologies ATI New Coverage Neutral
(N/A)
23.54
(17.19)
-26.98% Details
12/15/2020 Textron TXT Maintain Neutral
(N/A)
 
 
  Details
12/15/2020 Northrop Grumman NOC Maintain Overweight
(N/A)
 
 
  Details
12/15/2020 Lockheed Martin LMT Maintain Neutral
(N/A)
 
 
  Details
12/15/2020 General Dynamics Corp. GD Maintain Overweight
(N/A)
 
 
  Details
12/15/2020 Boeing BA Maintain Neutral
(N/A)
 
 
  Details
11/10/2020 Boeing BA Maintain Neutral
(N/A)
 
 
  Details
9/22/2020 Leidos Holdings LDOS Upgrade Overweight
(Neutral)
90.06
(100.29)
11.36% Details
9/22/2020 Kratos Defense & Security KTOS Downgrade Neutral
(Overweight)
20.98
(22.48)
7.15% Details
9/22/2020 CACI International CACI Upgrade Overweight
(Neutral)
218.15
(281.90)
29.22% Details
8/12/2020 Triumph Group TGI Downgrade Underweight
(Neutral)
8.02
(20.19)
151.75% Details
5/27/2020 TransDigm TDG Upgrade Neutral
(Underweight)
403.06
(639.47)
58.65% Details
5/1/2020 Textron TXT Downgrade Neutral
(Overweight)
26.36
(73.95)
180.54% Details
4/15/2020 Raytheon RTN Downgrade Neutral
(Overweight)
116.96
(116.96)
0% Details
3/26/2020 Boeing BA Maintain Neutral
(N/A)
 
 
  Details
3/12/2020 Boeing BA Downgrade Neutral
(Overweight)
231.01
(217.04)
-6.05% Details
2/27/2020 Leidos Holdings LDOS Maintain Neutral
(N/A)
 
 
  Details
2/6/2020 General Dynamics Corp. GD Upgrade Overweight
(Neutral)
179.53
(208.06)
15.89% Details
12/18/2019 Textron TXT Maintain Overweight
(N/A)
 
 
  Details
12/18/2019 Spirit AeroSystems SPR Maintain Neutral
(N/A)
 
 
  Details
10/25/2019 Raytheon RTN Maintain Overweight
(N/A)
 
 
  Details
10/7/2019 Arconic ARNC Upgrade Overweight
(Neutral)
24.25
(31.73)
30.85% Details
9/24/2019 Science Applications SAIC New Coverage Overweight
(N/A)
84.36
(90.16)
6.88% Details
9/24/2019 Leidos Holdings LDOS New Coverage Neutral
(N/A)
86.33
(100.29)
16.17% Details
9/24/2019 CACI International CACI New Coverage Neutral
(N/A)
227.80
(281.90)
23.75% Details
9/24/2019 Booz Allen Hamilton BAH New Coverage Neutral
(N/A)
70.18
(80.97)
15.37% Details
9/16/2019 Raytheon RTN Upgrade Overweight
(Neutral)
197.45
(116.96)
-40.76% Details
5/24/2019 Kratos Defense & Security KTOS Upgrade Overweight
(Neutral)
20.43
(22.48)
10.03% Details
4/25/2019 Boeing BA Maintain Overweight
(N/A)
 
 
  Details
4/25/2019 General Dynamics Corp. GD Upgrade Neutral
(Underweight)
182.37
(208.06)
14.09% Details
1/14/2019 Arconic ARNC Downgrade Neutral
(Overweight)
19.61
(24.25)
23.66% Details
1/7/2019 Huntington Ingalls HII New Coverage Neutral
(N/A)
188.84
(210.52)
11.48% Details
12/14/2018 Triumph Group TGI Maintain Neutral
(N/A)
 
 
  Details
12/14/2018 Textron TXT Maintain Overweight
(N/A)
 
 
  Details
12/14/2018 Spirit AeroSystems SPR Maintain Neutral
(N/A)
 
 
  Details
12/14/2018 Raytheon RTN Maintain Neutral
(N/A)
 
 
  Details
12/14/2018 Northrop Grumman NOC Maintain Overweight
(N/A)
 
 
  Details
12/14/2018 Lockheed Martin LMT Maintain Neutral
(N/A)
 
 
  Details
12/14/2018 L-3 Communications LLL Maintain Neutral
(N/A)
 
 
  Details
12/14/2018 Harris Corp. HRS Maintain Overweight
(N/A)
 
 
  Details
12/14/2018 General Dynamics Corp. GD Maintain Underweight
(N/A)
 
 
  Details
12/14/2018 Kaman Corporation KAMN Downgrade Underweight
(Neutral)
57.10
(38.06)
-33.35% Details
11/2/2018 L-3 Communications LLL Downgrade Neutral
(Overweight)
189.47
(3.27)
-98.27% Details