Ratings by JPMorgan (Anne Samuel)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 12/9/2025 | Phreesia Inc. | PHR | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/4/2025 | HealthEquity, Inc | HQY | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/17/2025 | Evolent Health | EVH | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/11/2025 | Progyny | PGNY | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/26/2025 | Progyny | PGNY | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Waystar Holding | WAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/25/2025 | Phreesia Inc. | PHR | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/5/2025 | Phreesia Inc. | PHR | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/5/2025 | HealthEquity, Inc | HQY | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/28/2025 | Phreesia Inc. | PHR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2025 | Omnicell | OMCL | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/12/2025 | Evolent Health | EVH | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | HealthEquity, Inc | HQY | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/20/2025 | Omnicell | OMCL | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2025 | Health Catalyst Inc. | HCAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/10/2025 | Evolent Health | EVH | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/28/2025 | Evolent Health | EVH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2025 | Progyny | PGNY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2024 | Progyny | PGNY | Downgrade | Neutral (Overweight) |
15.48 (18.31) |
18.28% | Details | |
| 11/25/2024 | Evolent Health | EVH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | Omnicell | OMCL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/2/2024 | Evolent Health | EVH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2024 | HealthEquity, Inc | HQY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2024 | Progyny | PGNY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2024 | Consensus Cloud Solution Inc. | CCSI | Downgrade | Underweight (Neutral) |
22.70 (30.55) |
34.58% | Details | |
| 9/4/2024 | Health Catalyst Inc. | HCAT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2024 | Omnicell | OMCL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/19/2024 | Progyny | PGNY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2024 | Waystar Holding | WAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2024 | Evolent Health | EVH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2024 | Waystar Holding | WAY | New Coverage | Overweight (N/A) |
21.50 (25.71) |
19.58% | Details | |
| 6/5/2024 | Phreesia Inc. | PHR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2024 | HealthEquity, Inc | HQY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/2/2024 | HealthEquity, Inc | HQY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2024 | Evolent Health | EVH | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2023 | R1 RCM Inc | RCM | Downgrade | Neutral (Overweight) |
10.20 (14.31) |
40.29% | Details | |
| 12/13/2023 | Health Catalyst Inc. | HCAT | Upgrade | Overweight (Neutral) |
7.29 (1.95) |
-73.25% | Details | |
| 12/1/2023 | HealthEquity, Inc | HQY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2023 | Omnicell | OMCL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2023 | Progyny | PGNY | Maintain | Overweight (N/A) |
|
Details | ||
| 6/20/2023 | HealthEquity, Inc | HQY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2023 | Progyny | PGNY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2023 | Consensus Cloud Solution Inc. | CCSI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | Omnicell | OMCL | Maintain | Neutral (N/A) |
|
Details | ||
| 3/14/2023 | R1 RCM Inc | RCM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2023 | Progyny | PGNY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2023 | Health Catalyst Inc. | HCAT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2023 | Consensus Cloud Solution Inc. | CCSI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2023 | Evolent Health | EVH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2022 | Consensus Cloud Solution Inc. | CCSI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2022 | R1 RCM Inc | RCM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Progyny | PGNY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Allscripts | MDRX | Maintain | Underweight (N/A) |
|
Details | ||
| 11/14/2022 | Health Catalyst Inc. | HCAT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2022 | Evolent Health | EVH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | Signify Health Inc | SGFY | Downgrade | Neutral (Overweight) |
28.39 (30.49) |
7.4% | Details | |
| 8/5/2022 | Health Catalyst Inc. | HCAT | Downgrade | Neutral (Overweight) |
17.90 (1.95) |
-89.11% | Details | |
| 8/1/2022 | R1 RCM Inc | RCM | New Coverage | Overweight (N/A) |
25.00 (14.31) |
-42.76% | Details | |
| 5/20/2022 | Signify Health Inc | SGFY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2022 | HealthEquity, Inc | HQY | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2021 | Phreesia Inc. | PHR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2021 | Evolent Health | EVH | Upgrade | Overweight (Neutral) |
27.88 (3.17) |
-88.63% | Details | |
| 10/14/2021 | R1 RCM Inc | RCM | New Coverage | Overweight (N/A) |
23.03 (25.00) |
8.55% | Details | |
| 8/5/2021 | Evolent Health | EVH | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2021 | Convey Holding | CNVY | New Coverage | Neutral (N/A) |
9.42 (10.51) |
11.57% | Details | |
| 7/12/2021 | Signify Health Inc | SGFY | New Coverage | Overweight (N/A) |
30.48 (30.49) |
0.03% | Details | |
| 6/15/2021 | NextGen Healthcare Inc | NXGN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/29/2021 | NextGen Healthcare Inc | NXGN | New Coverage | Underweight (N/A) |
18.53 (23.94) |
29.2% | Details | |
| 4/29/2021 | Allscripts | MDRX | New Coverage | Underweight (N/A) |
15.83 (4.26) |
-73.09% | Details | |
| 4/29/2021 | Premier, Inc. | PINC | New Coverage | Neutral (N/A) |
34.99 (28.26) |
-19.23% | Details | |
| 4/29/2021 | Cerner | CERN | New Coverage | Neutral (N/A) |
74.97 (94.92) |
26.61% | Details | |
| 4/29/2021 | Evolent Health | EVH | New Coverage | Neutral (N/A) |
21.68 (3.17) |
-85.38% | Details | |
| 4/29/2021 | HealthEquity, Inc | HQY | New Coverage | Overweight (N/A) |
76.48 (78.36) |
2.46% | Details | |
| 4/29/2021 | Health Catalyst Inc. | HCAT | New Coverage | Overweight (N/A) |
56.60 (1.95) |
-96.55% | Details | |
| 4/29/2021 | Progyny | PGNY | New Coverage | Overweight (N/A) |
58.60 (15.48) |
-73.58% | Details | |
| 4/29/2021 | Phreesia Inc. | PHR | New Coverage | Overweight (N/A) |
53.14 (12.05) |
-77.32% | Details | |
| 4/29/2021 | Change Healthcare Inc. | CHNG | New Coverage | Neutral (N/A) |
23.18 (27.49) |
18.59% | Details | |
| 10/23/2020 | Allscripts | MDRX | Downgrade | Underweight (Neutral) |
11.23 (4.26) |
-62.07% | Details | |
| 10/14/2020 | Livongo Health Inc. | LVGO | Downgrade | Neutral (Overweight) |
139.94 (139.77) |
-0.12% | Details | |
| 11/19/2019 | Progyny | PGNY | New Coverage | Overweight (N/A) |
23.76 (18.31) |
-22.94% | Details | |
| 8/19/2019 | Health Catalyst Inc. | HCAT | New Coverage | Overweight (N/A) |
41.51 (1.95) |
-95.3% | Details | |
| 8/19/2019 | Livongo Health Inc. | LVGO | New Coverage | Overweight (N/A) |
34.03 (139.77) |
310.73% | Details | |
| 8/13/2019 | Phreesia Inc. | PHR | New Coverage | Overweight (N/A) |
28.21 (12.05) |
-57.28% | Details | |
| 11/2/2018 | Allscripts | MDRX | Downgrade | Neutral (Overweight) |
11.91 (4.26) |
-64.23% | Details |

