Ratings by JPMorgan (Michael Cho)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/7/2026 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/29/2026 | Invesco | IVZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/23/2026 | Stifel Financial | SF | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/23/2026 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/16/2026 | BlackRock | BLK | Upgrade | Overweight (Neutral) |
1025.44 (1122.29) |
9.44% | Details | |
| 7/13/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/10/2026 | Stifel Financial | SF | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/10/2026 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/10/2026 | T. Rowe Price | TROW | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/10/2026 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/10/2026 | Invesco | IVZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/10/2026 | Franklin Resources | BEN | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/10/2026 | Federated Hermes Inc. | FHI | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/10/2026 | BlackRock | BLK | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/1/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2026 | Stifel Financial | SF | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/23/2026 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | Stifel Financial | SF | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2026 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/12/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/8/2026 | Stifel Financial | SF | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/23/2025 | Stifel Financial | SF | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Stifel Financial | SF | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/14/2025 | Forge Global Holdings Inc | FRGE | New Coverage | Neutral (Underweight) |
15.57 (45.00) |
189.02% | Details | |
| 4/11/2025 | Stifel Financial | SF | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/29/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2024 | Stifel Financial | SF | New Coverage | Neutral (N/A) |
113.88 (81.49) |
-28.44% | Details | |
| 7/25/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | Raymond James | RJF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2024 | Raymond James | RJF | Upgrade | Overweight (Neutral) |
112.46 (178.29) |
58.54% | Details | |
| 10/26/2023 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2023 | Raymond James | RJF | New Coverage | Neutral (N/A) |
107.67 (178.29) |
65.59% | Details | |
| 4/20/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2022 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Overweight (N/A) |
59.72 (96.88) |
62.22% | Details | |
| 9/25/2018 | Donnelley Financial Solutions | DFIN | Downgrade | Underweight (Neutral) |
20.60 (50.92) |
147.18% | Details |
