Ratings by JPMorgan (Reginald Smith)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/12/2026 | Shopify | SHOP | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/11/2026 | Upstart Holdings Inc | UPST | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/6/2026 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/3/2026 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | SoFi Technologies | SOFI | Upgrade | Overweight (Neutral) |
22.81 (18.90) |
-17.14% | Details | |
| 12/4/2025 | Kaspi | KSPI | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/4/2025 | SoFi Technologies | SOFI | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/4/2025 | Lending Club | LC | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/4/2025 | CompoSecure Inc. | CMPO | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/4/2025 | Bread Financial Holdings | BFH | Downgrade | Underweight (Neutral) |
69.38 (72.21) |
4.08% | Details | |
| 11/24/2025 | Riot Platforms | RIOT | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/24/2025 | MARA Holdings Inc | MARA | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/24/2025 | IREN Ltd. | IREN | Maintain | Underweight (Underweight) |
|
Details | ||
| 11/24/2025 | Cipher Mining | CIFR | Upgrade | Overweight (Neutral) |
14.56 (13.62) |
-6.46% | Details | |
| 11/24/2025 | CleanSpark Inc. | CLSK | Upgrade | Overweight (Neutral) |
9.78 (9.21) |
-5.83% | Details | |
| 11/14/2025 | Riskified Ltd. | RSKD | Upgrade | Neutral (Underweight) |
5.08 (4.48) |
-11.81% | Details | |
| 11/12/2025 | CompoSecure Inc. | CMPO | Upgrade | Neutral (Underweight) |
20.26 (20.26) |
0% | Details | |
| 11/5/2025 | Upstart Holdings Inc | UPST | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/5/2025 | Shopify | SHOP | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | SoFi Technologies | SOFI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/24/2025 | SoFi Technologies | SOFI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/24/2025 | Bread Financial Holdings | BFH | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/23/2025 | Lending Club | LC | Upgrade | Overweight (Neutral) |
16.72 (14.67) |
-12.26% | Details | |
| 9/26/2025 | Riot Platforms | RIOT | Upgrade | Overweight (Neutral) |
17.99 (14.17) |
-21.23% | Details | |
| 9/26/2025 | MARA Holdings Inc | MARA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2025 | IREN Ltd. | IREN | Downgrade | Underweight (Neutral) |
47.14 (36.70) |
-22.15% | Details | |
| 9/26/2025 | CleanSpark Inc. | CLSK | Downgrade | Neutral (Overweight) |
14.45 (9.21) |
-36.26% | Details | |
| 9/26/2025 | Cipher Mining | CIFR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/29/2025 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/20/2025 | Riskified Ltd. | RSKD | Downgrade | Underweight (Neutral) |
4.43 (5.08) |
14.67% | Details | |
| 8/20/2025 | Upstart Holdings Inc | UPST | Upgrade | Overweight (Neutral) |
65.30 (27.78) |
-57.46% | Details | |
| 8/20/2025 | SoFi Technologies | SOFI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2025 | Kaspi | KSPI | Downgrade | Neutral (Overweight) |
93.67 (74.20) |
-20.79% | Details | |
| 8/20/2025 | CompoSecure Inc. | CMPO | Downgrade | Underweight (Neutral) |
18.74 (20.26) |
8.11% | Details | |
| 8/19/2025 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/8/2025 | CompoSecure Inc. | CMPO | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/7/2025 | Shopify | SHOP | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/1/2025 | Kaspi | KSPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/28/2025 | CleanSpark Inc. | CLSK | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/28/2025 | Riot Platforms | RIOT | Downgrade | Neutral (Overweight) |
14.69 (14.17) |
-3.54% | Details | |
| 7/28/2025 | MARA Holdings Inc | MARA | Upgrade | Overweight (Neutral) |
17.26 (8.01) |
-53.59% | Details | |
| 7/28/2025 | IREN Ltd. | IREN | Downgrade | Neutral (Overweight) |
18.14 (36.70) |
102.32% | Details | |
| 7/25/2025 | Bread Financial Holdings | BFH | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/10/2025 | SoFi Technologies | SOFI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/13/2025 | Riot Platforms | RIOT | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/13/2025 | MARA Holdings Inc | MARA | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/13/2025 | CleanSpark Inc. | CLSK | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/13/2025 | CompoSecure Inc. | CMPO | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/9/2025 | Shopify | SHOP | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/9/2025 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2025 | Upstart Holdings Inc | UPST | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/5/2025 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2025 | Riot Platforms | RIOT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | MARA Holdings Inc | MARA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2025 | IREN Ltd. | IREN | Upgrade | Overweight (Neutral) |
7.05 (36.70) |
420.57% | Details | |
| 3/13/2025 | CleanSpark Inc. | CLSK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | Cipher Mining | CIFR | Downgrade | Neutral (Overweight) |
3.18 (13.62) |
328.3% | Details | |
| 3/10/2025 | Lending Club | LC | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/6/2025 | CompoSecure Inc. | CMPO | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/12/2025 | Shopify | SHOP | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/12/2025 | Upstart Holdings Inc | UPST | Upgrade | Neutral (Underweight) |
70.94 (27.78) |
-60.84% | Details | |
| 1/27/2025 | SoFi Technologies | SOFI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2025 | Riot Platforms | RIOT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2024 | Riot Platforms | RIOT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2024 | Marathon Digital Holdings | MARA | Upgrade | Neutral (Underweight) |
26.43 (8.01) |
-69.69% | Details | |
| 12/10/2024 | Iris Energy Ltd. | IREN | Downgrade | Neutral (Overweight) |
15.39 (36.70) |
138.47% | Details | |
| 12/10/2024 | CleanSpark Inc. | CLSK | Upgrade | Overweight (Neutral) |
14.97 (9.21) |
-38.48% | Details | |
| 12/10/2024 | Cipher Mining | CIFR | Upgrade | Overweight (Neutral) |
7.11 (13.62) |
91.56% | Details | |
| 12/2/2024 | Upstart Holdings Inc | UPST | Downgrade | Underweight (Neutral) |
78.43 (70.94) |
-9.55% | Details | |
| 12/2/2024 | SoFi Technologies | SOFI | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/2/2024 | Lending Club | LC | Downgrade | Neutral (Overweight) |
16.49 (16.72) |
1.39% | Details | |
| 12/2/2024 | Kaspi | KSPI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2024 | CompoSecure Inc. | CMPO | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2024 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Upstart Holdings Inc | UPST | Upgrade | Neutral (Underweight) |
55.47 (27.78) |
-49.92% | Details | |
| 11/8/2024 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2024 | Riot Platforms | RIOT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2024 | CleanSpark Inc. | CLSK | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2024 | Upstart Holdings Inc | UPST | Maintain | Underweight (N/A) |
|
Details | ||
| 8/20/2024 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2024 | Lending Club | LC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2024 | Kaspi | KSPI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2024 | CompoSecure Inc. | CMPO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2024 | Bread Financial Holdings | BFH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2024 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | Upstart Holdings Inc | UPST | Maintain | Underweight (N/A) |
|
Details | ||
| 7/31/2024 | Lending Club | LC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Bread Financial Holdings | BFH | Maintain | Neutral (N/A) |
|
Details | ||
| 6/11/2024 | Shopify | SHOP | New Coverage | Overweight (N/A) |
61.59 (130.20) |
111.4% | Details | |
| 6/4/2024 | Riot Platforms | RIOT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2024 | Marathon Digital Holdings | MARA | Maintain | Underweight (N/A) |
|
Details | ||
| 6/4/2024 | CleanSpark Inc. | CLSK | Maintain | Neutral (N/A) |
|
Details | ||
| 6/4/2024 | Iris Energy Ltd. | IREN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2024 | Riot Platforms | RIOT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2024 | Affirm Holdings Inc. | AFRM | Upgrade | Overweight (Neutral) |
31.58 (51.70) |
63.71% | Details | |
| 5/8/2024 | Nuvei Corp. | NVEI | Downgrade | Neutral (Overweight) |
32.44 (33.99) |
4.78% | Details | |
| 4/11/2024 | Bread Financial Holdings | BFH | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2024 | Riot Platforms | RIOT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2024 | Marathon Digital Holdings | MARA | Maintain | Underweight (N/A) |
|
Details | ||
| 4/10/2024 | CleanSpark Inc. | CLSK | Maintain | Neutral (N/A) |
|
Details | ||
| 3/20/2024 | Riot Platforms | RIOT | Upgrade | Overweight (Neutral) |
11.43 (14.17) |
23.97% | Details | |
| 3/11/2024 | Kaspi | KSPI | New Coverage | Overweight (N/A) |
105.68 (74.20) |
-29.79% | Details | |
| 2/14/2024 | Upstart Holdings Inc | UPST | Maintain | Underweight (N/A) |
|
Details | ||
| 2/9/2024 | Affirm Holdings Inc. | AFRM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2024 | Bread Financial Holdings | BFH | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2023 | CompoSecure Inc. | CMPO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2023 | Lending Club | LC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2023 | Affirm Holdings Inc. | AFRM | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2023 | CompoSecure Inc. | CMPO | Downgrade | Neutral (Overweight) |
5.00 (20.26) |
305.2% | Details | |
| 12/18/2023 | Bread Financial Holdings | BFH | Downgrade | Neutral (Overweight) |
34.00 (69.38) |
104.06% | Details | |
| 12/8/2023 | Marathon Digital Holdings | MARA | Maintain | Underweight (N/A) |
|
Details | ||
| 12/8/2023 | Iris Energy Ltd. | IREN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2023 | CleanSpark Inc. | CLSK | Downgrade | Neutral (Overweight) |
9.24 (9.21) |
-0.32% | Details | |
| 12/8/2023 | Riot Platforms | RIOT | Upgrade | Neutral (Underweight) |
14.88 (14.17) |
-4.77% | Details | |
| 12/1/2023 | Riot Platforms | RIOT | Maintain | Underweight (N/A) |
|
Details | ||
| 12/1/2023 | Marathon Digital Holdings | MARA | Maintain | Underweight (N/A) |
|
Details | ||
| 12/1/2023 | Iris Energy Ltd. | IREN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2023 | CleanSpark Inc. | CLSK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | CompoSecure Inc. | CMPO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2023 | Upstart Holdings Inc | UPST | Maintain | Underweight (N/A) |
|
Details | ||
| 10/11/2023 | CleanSpark Inc. | CLSK | New Coverage | Overweight (N/A) |
3.70 (9.21) |
148.92% | Details | |
| 10/11/2023 | Marathon Digital Holdings | MARA | New Coverage | Underweight (N/A) |
8.36 (8.01) |
-4.19% | Details | |
| 10/11/2023 | Cipher Mining | CIFR | New Coverage | Neutral (N/A) |
2.55 (13.62) |
434.12% | Details | |
| 10/11/2023 | Riot Platforms | RIOT | New Coverage | Underweight (N/A) |
10.17 (14.17) |
39.33% | Details | |
| 8/22/2023 | Upstart Holdings Inc | UPST | Maintain | Underweight (N/A) |
|
Details | ||
| 8/22/2023 | SoFi Technologies | SOFI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/22/2023 | Lending Club | LC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2023 | CompoSecure Inc. | CMPO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2023 | Affirm Holdings Inc. | AFRM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2023 | Lending Club | LC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2023 | Upstart Holdings Inc | UPST | New Coverage | Underweight (N/A) |
16.98 (55.47) |
226.68% | Details | |
| 4/11/2023 | Lending Club | LC | New Coverage | Overweight (N/A) |
6.75 (14.67) |
117.33% | Details | |
| 2/9/2023 | Affirm Holdings Inc. | AFRM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2023 | SoFi Technologies | SOFI | New Coverage | Neutral (N/A) |
5.44 (22.81) |
319.3% | Details | |
| 12/15/2022 | Affirm Holdings Inc. | AFRM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | Affirm Holdings Inc. | AFRM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2022 | CompoSecure Inc. | CMPO | New Coverage | Overweight (N/A) |
5.26 (20.26) |
285.17% | Details | |
| 9/28/2022 | IRIS International | IRIS | New Coverage | Neutral (N/A) |
19.49 (19.49) |
0% | Details | |
| 5/11/2022 | Affirm Holdings Inc. | AFRM | New Coverage | Neutral (N/A) |
20.59 (31.58) |
53.38% | Details | |
| 8/14/2018 | Alliance Data Systems | ADS | Upgrade | Overweight (Neutral) |
227.59 (56.80) |
-75.04% | Details |
