Ratings by JPMorgan (Brian Essex)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
7/17/2026 IBM IBM Maintain Overweight
(N/A)
 
 
  Details
6/30/2026 Tenable TENB Maintain Overweight
(N/A)
 
 
  Details
6/30/2026 Qualys QLYS Upgrade Neutral
(Underweight)
123.27
(159.43)
29.33% Details
6/23/2026 IBM IBM Upgrade Overweight
(Neutral)
249.10
(212.67)
-14.62% Details
6/3/2026 Palo Alto Networks PANW Maintain Overweight
(Overweight)
 
 
  Details
6/3/2026 GitLab Inc GTLB Maintain Neutral
(Neutral)
 
 
  Details
6/2/2026 CrowdStrike Holdings CRWD Maintain Overweight
(Overweight)
 
 
  Details
5/28/2026 SentinelOne Inc S Maintain Neutral
(Neutral)
 
 
  Details
5/28/2026 Okta, Inc OKTA Maintain Overweight
(Overweight)
 
 
  Details
5/27/2026 Elastic NV. ESTC Maintain Overweight
(Overweight)
 
 
  Details
5/27/2026 Zscaler ZS Maintain Overweight
(N/A)
 
 
  Details
5/11/2026 Rapid7 RPD Maintain Neutral
(Neutral)
 
 
  Details
5/7/2026 Fortinet FTNT Maintain Underweight
(Underweight)
 
 
  Details
5/6/2026 Qualys QLYS Maintain Underweight
(Underweight)
 
 
  Details
5/1/2026 Checkpoint Software CHKP Maintain Overweight
(N/A)
 
 
  Details
4/29/2026 Varonis Systems VRNS Maintain Overweight
(Overweight)
 
 
  Details
4/27/2026 Checkpoint Software CHKP Maintain Overweight
(Overweight)
 
 
  Details
4/23/2026 IBM IBM Maintain Neutral
(Neutral)
 
 
  Details
3/19/2026 SailPoint Technologies Holdings SAIL Maintain Overweight
(Overweight)
 
 
  Details
3/18/2026 IBM IBM Maintain Neutral
(Neutral)
 
 
  Details
3/13/2026 SentinelOne Inc S Maintain Neutral
(Neutral)
 
 
  Details
3/12/2026 Netskope NTSK Maintain Overweight
(Overweight)
 
 
  Details
3/5/2026 Okta, Inc OKTA Maintain Overweight
(Overweight)
 
 
  Details
3/4/2026 CrowdStrike Holdings CRWD Maintain Overweight
(Overweight)
 
 
  Details
2/27/2026 Zscaler ZS Maintain Overweight
(Overweight)
 
 
  Details
2/27/2026 Elastic NV. ESTC Maintain Overweight
(Overweight)
 
 
  Details
2/26/2026 c3.ai AI Maintain Underweight
(Underweight)
 
 
  Details
2/25/2026 Okta, Inc OKTA Maintain Overweight
(Overweight)
 
 
  Details
2/25/2026 CrowdStrike Holdings CRWD Maintain Overweight
(Overweight)
 
 
  Details
2/20/2026 Zscaler ZS Maintain Overweight
(Overweight)
 
 
  Details
2/20/2026 Elastic NV. ESTC Maintain Overweight
(Overweight)
 
 
  Details
2/19/2026 Palo Alto Networks PANW Maintain Overweight
(Overweight)
 
 
  Details
2/11/2026 Rapid7 RPD Maintain Neutral
(Neutral)
 
 
  Details
2/10/2026 Palo Alto Networks PANW Maintain Overweight
(Overweight)
 
 
  Details
2/9/2026 CyberArk Software CYBR Maintain Neutral
(Neutral)
 
 
  Details
2/6/2026 Qualys QLYS Maintain Underweight
(Underweight)
 
 
  Details
2/6/2026 Fortinet FTNT Maintain Underweight
(Underweight)
 
 
  Details
2/5/2026 Tenable TENB Maintain Overweight
(Overweight)
 
 
  Details
2/4/2026 Varonis Systems VRNS Maintain Overweight
(Overweight)
 
 
  Details
1/30/2026 Fortinet FTNT Maintain Underweight
(Underweight)
 
 
  Details
1/30/2026 Checkpoint Software CHKP Maintain Overweight
(Overweight)
 
 
  Details
1/29/2026 IBM IBM Maintain Neutral
(N/A)
 
 
  Details
1/26/2026 Varonis Systems VRNS Maintain Overweight
(N/A)
 
 
  Details
1/21/2026 IBM IBM Maintain Neutral
(Neutral)
 
 
  Details
12/17/2025 Palo Alto Networks PANW New Coverage Overweight
(N/A)
185.88
(358.68)
92.96% Details
12/17/2025 CyberArk Software CYBR Downgrade Neutral
(Overweight)
448.85
(408.85)
-8.91% Details
12/17/2025 Fortinet FTNT Downgrade Underweight
(Neutral)
81.52
(161.61)
98.25% Details
12/5/2025 SentinelOne Inc S Maintain Neutral
(N/A)
 
 
  Details
12/3/2025 Okta, Inc OKTA Maintain Overweight
(Overweight)
 
 
  Details
12/3/2025 CrowdStrike Holdings CRWD Maintain Overweight
(Overweight)
 
 
  Details
12/1/2025 Okta, Inc OKTA Maintain Overweight
(N/A)
 
 
  Details
12/1/2025 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
11/26/2025 Zscaler ZS Maintain Overweight
(Overweight)
 
 
  Details
11/13/2025 Cellebrite CLBT Maintain Overweight
(Overweight)
 
 
  Details
11/6/2025 Fortinet FTNT Maintain Neutral
(Neutral)
 
 
  Details
11/5/2025 Rapid7 RPD Maintain Neutral
(Neutral)
 
 
  Details
11/5/2025 Qualys QLYS Maintain Underweight
(Underweight)
 
 
  Details
10/27/2025 Tenable TENB Maintain Overweight
(Overweight)
 
 
  Details
10/27/2025 Varonis Systems VRNS Maintain Overweight
(Overweight)
 
 
  Details
10/13/2025 Netskope NTSK New Coverage Overweight
(N/A)
21.96
(13.59)
-38.11% Details
9/24/2025 Checkpoint Software CHKP Maintain Overweight
(Overweight)
 
 
  Details
9/24/2025 Varonis Systems VRNS Maintain Overweight
(Overweight)
 
 
  Details
9/24/2025 Cellebrite CLBT Maintain Overweight
(Overweight)
 
 
  Details
9/3/2025 Zscaler ZS Maintain Overweight
(N/A)
 
 
  Details
8/13/2025 SailPoint Technologies Holdings SAIL Upgrade Overweight
(Neutral)
18.34
(15.68)
-14.5% Details
8/7/2025 Fortinet FTNT Maintain Neutral
(Neutral)
 
 
  Details
8/4/2025 Qualys QLYS Maintain Underweight
(N/A)
 
 
  Details
8/4/2025 Rapid7 RPD Maintain Neutral
(N/A)
 
 
  Details
8/4/2025 Fortinet FTNT Maintain Neutral
(N/A)
 
 
  Details
7/31/2025 Tenable TENB Maintain Overweight
(Overweight)
 
 
  Details
7/30/2025 Varonis Systems VRNS Maintain Overweight
(Overweight)
 
 
  Details
7/24/2025 IBM IBM Maintain Neutral
(Neutral)
 
 
  Details
6/16/2025 Zscaler ZS Maintain Overweight
(Overweight)
 
 
  Details
6/12/2025 SailPoint Technologies Holdings SAIL Maintain Neutral
(N/A)
 
 
  Details
6/4/2025 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
6/2/2025 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
5/29/2025 SentinelOne Inc S Downgrade Neutral
(Overweight)
19.67
(19.57)
-0.51% Details
5/21/2025 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
5/19/2025 CyberArk Software CYBR Maintain Overweight
(N/A)
 
 
  Details
5/18/2025 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
5/15/2025 Cellebrite CLBT Maintain Overweight
(Overweight)
 
 
  Details
5/13/2025 Rapid7 RPD Maintain Neutral
(Neutral)
 
 
  Details
5/7/2025 Varonis Systems VRNS Maintain Overweight
(Overweight)
 
 
  Details
4/11/2025 CyberArk Software CYBR Maintain Overweight
(N/A)
 
 
  Details
3/26/2025 SailPoint Technologies Holdings SAIL Maintain Neutral
(N/A)
 
 
  Details
3/24/2025 SailPoint Technologies Holdings SAIL Maintain Neutral
(N/A)
 
 
  Details
3/10/2025 SentinelOne Inc S Maintain Overweight
(Overweight)
 
 
  Details
3/10/2025 SailPoint Technologies Holdings SAIL New Coverage Neutral
(N/A)
23.00
(18.34)
-20.26% Details
3/6/2025 Zscaler ZS Maintain Overweight
(N/A)
 
 
  Details
3/5/2025 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
3/4/2025 Okta, Inc OKTA Maintain Overweight
(N/A)
 
 
  Details
2/26/2025 Checkpoint Software CHKP Upgrade Overweight
(Neutral)
215.21
(137.10)
-36.29% Details
2/14/2025 CyberArk Software CYBR Maintain Overweight
(N/A)
 
 
  Details
2/14/2025 Cellebrite CLBT Maintain Overweight
(N/A)
 
 
  Details
2/13/2025 Rapid7 RPD Maintain Neutral
(Neutral)
 
 
  Details
2/12/2025 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
2/11/2025 Rapid7 RPD Maintain Neutral
(Neutral)
 
 
  Details
2/11/2025 Cellebrite CLBT Maintain Overweight
(Overweight)
 
 
  Details
2/11/2025 CyberArk Software CYBR Maintain Overweight
(Overweight)
 
 
  Details
2/7/2025 Qualys QLYS Maintain Underweight
(N/A)
 
 
  Details
2/6/2025 Tenable TENB Maintain Overweight
(N/A)
 
 
  Details
1/31/2025 Checkpoint Software CHKP Maintain Neutral
(N/A)
 
 
  Details
1/30/2025 IBM IBM Maintain Neutral
(N/A)
 
 
  Details
1/28/2025 Checkpoint Software CHKP Maintain Neutral
(N/A)
 
 
  Details
1/23/2025 IBM IBM Maintain Neutral
(N/A)
 
 
  Details
12/16/2024 Okta, Inc OKTA Upgrade Overweight
(Neutral)
83.91
(149.35)
77.99% Details
11/22/2024 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
11/19/2024 Fortinet FTNT Maintain Neutral
(N/A)
 
 
  Details
11/8/2024 Fortinet FTNT Maintain Neutral
(N/A)
 
 
  Details
11/7/2024 Rapid7 RPD Maintain Neutral
(N/A)
 
 
  Details
10/17/2024 SentinelOne Inc S Maintain Overweight
(N/A)
 
 
  Details
10/17/2024 Okta, Inc OKTA Maintain Neutral
(N/A)
 
 
  Details
9/30/2024 Okta, Inc OKTA Maintain Neutral
(N/A)
 
 
  Details
9/9/2024 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
9/4/2024 Zscaler ZS Maintain Overweight
(N/A)
 
 
  Details
8/29/2024 Okta, Inc OKTA Maintain Neutral
(N/A)
 
 
  Details
8/28/2024 SentinelOne Inc S Maintain Overweight
(N/A)
 
 
  Details
8/26/2024 Okta, Inc OKTA Maintain Neutral
(N/A)
 
 
  Details
8/20/2024 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
8/15/2024 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
8/7/2024 Fortinet FTNT Maintain Neutral
(N/A)
 
 
  Details
8/7/2024 Rapid7 RPD Maintain Neutral
(N/A)
 
 
  Details
7/30/2024 Varonis Systems VRNS Maintain Overweight
(N/A)
 
 
  Details
7/29/2024 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
7/25/2024 Checkpoint Software CHKP Maintain Neutral
(N/A)
 
 
  Details
7/25/2024 IBM IBM Maintain Neutral
(N/A)
 
 
  Details
7/18/2024 Checkpoint Software CHKP Maintain Neutral
(N/A)
 
 
  Details
7/2/2024 CS Disco Inc. LAW Downgrade Underweight
(Neutral)
5.96
(4.05)
-32.05% Details
6/14/2024 Varonis Systems VRNS Upgrade Overweight
(Neutral)
42.52
(47.54)
11.81% Details
6/14/2024 Zscaler ZS Upgrade Overweight
(Neutral)
188.83
(149.94)
-20.6% Details
6/5/2024 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
5/31/2024 SentinelOne Inc S Maintain Overweight
(N/A)
 
 
  Details
5/31/2024 Zscaler ZS Maintain Neutral
(N/A)
 
 
  Details
5/30/2024 Okta, Inc OKTA Maintain Neutral
(N/A)
 
 
  Details
5/29/2024 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
5/22/2024 CyberArk Software CYBR Maintain Overweight
(N/A)
 
 
  Details
5/21/2024 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
5/10/2024 CS Disco Inc. LAW Maintain Neutral
(N/A)
 
 
  Details
5/8/2024 Qualys QLYS Maintain Underweight
(N/A)
 
 
  Details
5/3/2024 Fortinet FTNT Maintain Neutral
(N/A)
 
 
  Details
4/25/2024 IBM IBM Maintain Neutral
(N/A)
 
 
  Details
3/25/2024 CS Disco Inc. LAW New Coverage Neutral
(Overweight)
8.12
(5.96)
-26.6% Details
2/29/2024 Okta, Inc OKTA Maintain Neutral
(N/A)
 
 
  Details
2/29/2024 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
2/16/2024 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
2/8/2024 Rapid7 RPD Maintain Neutral
(N/A)
 
 
  Details
2/8/2024 Qualys QLYS Maintain Underweight
(N/A)
 
 
  Details
2/7/2024 Tenable TENB Maintain Overweight
(N/A)
 
 
  Details
2/7/2024 Fortinet FTNT Maintain Neutral
(N/A)
 
 
  Details
2/6/2024 Varonis Systems VRNS Maintain Neutral
(N/A)
 
 
  Details
1/30/2024 Tenable TENB Maintain Overweight
(N/A)
 
 
  Details
1/30/2024 Qualys QLYS Maintain Underweight
(N/A)
 
 
  Details
1/30/2024 CyberArk Software CYBR Maintain Overweight
(N/A)
 
 
  Details
1/30/2024 Checkpoint Software CHKP Maintain Neutral
(N/A)
 
 
  Details
1/29/2024 Fortinet FTNT Maintain Neutral
(N/A)
 
 
  Details
1/25/2024 IBM IBM Maintain Neutral
(N/A)
 
 
  Details
1/22/2024 IBM IBM Maintain Neutral
(N/A)
 
 
  Details
1/8/2024 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
12/11/2023 Zscaler ZS Maintain Neutral
(N/A)
 
 
  Details
12/11/2023 Varonis Systems VRNS Maintain Neutral
(N/A)
 
 
  Details
12/11/2023 Rapid7 RPD Maintain Neutral
(N/A)
 
 
  Details
12/11/2023 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
12/11/2023 Fortinet FTNT Maintain Neutral
(N/A)
 
 
  Details
12/11/2023 CyberArk Software CYBR Maintain Overweight
(N/A)
 
 
  Details
12/11/2023 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
12/11/2023 Checkpoint Software CHKP Maintain Neutral
(N/A)
 
 
  Details
12/6/2023 SentinelOne Inc S Maintain Overweight
(N/A)
 
 
  Details
11/29/2023 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
11/28/2023 Zscaler ZS Maintain Neutral
(N/A)
 
 
  Details
11/16/2023 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
11/14/2023 Okta, Inc OKTA Maintain Neutral
(N/A)
 
 
  Details
11/14/2023 N-Able Inc. NABL Maintain Neutral
(N/A)
 
 
  Details
11/14/2023 Zscaler ZS Maintain Neutral
(N/A)
 
 
  Details
11/14/2023 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
11/3/2023 Qualys QLYS Maintain Underweight
(N/A)
 
 
  Details
11/3/2023 Fortinet FTNT Downgrade Neutral
(Overweight)
57.31
(161.61)
181.99% Details
10/31/2023 Varonis Systems VRNS Maintain Neutral
(N/A)
 
 
  Details
10/27/2023 Varonis Systems VRNS Upgrade Neutral
(Underweight)
31.38
(42.52)
35.5% Details
10/25/2023 Fortinet FTNT Maintain Overweight
(N/A)
 
 
  Details
10/17/2023 CyberArk Software CYBR Upgrade Overweight
(Neutral)
162.43
(408.85)
151.71% Details
9/21/2023 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
9/11/2023 Tenable TENB Upgrade Overweight
(Neutral)
44.42
(39.88)
-10.22% Details
9/6/2023 Zscaler ZS Maintain Neutral
(N/A)
 
 
  Details
8/18/2023 Zscaler ZS Maintain Neutral
(N/A)
 
 
  Details
8/11/2023 N-Able Inc. NABL Maintain Neutral
(N/A)
 
 
  Details
8/11/2023 CyberArk Software CYBR Maintain Neutral
(N/A)
 
 
  Details
8/9/2023 Rapid7 RPD Maintain Neutral
(N/A)
 
 
  Details
8/1/2023 Varonis Systems VRNS Maintain Underweight
(N/A)
 
 
  Details
7/28/2023 Rapid7 RPD Maintain Neutral
(N/A)
 
 
  Details
7/28/2023 N-Able Inc. NABL Maintain Neutral
(N/A)
 
 
  Details
7/28/2023 Fortinet FTNT Maintain Overweight
(N/A)
 
 
  Details
7/28/2023 CyberArk Software CYBR Maintain Neutral
(N/A)
 
 
  Details
7/26/2023 Tenable TENB Maintain Neutral
(N/A)
 
 
  Details
7/24/2023 Tenable TENB Maintain Neutral
(N/A)
 
 
  Details
7/7/2023 IBM IBM New Coverage Neutral
(N/A)
134.24
(249.10)
85.56% Details
6/8/2023 SentinelOne Inc S Maintain Overweight
(N/A)
 
 
  Details
6/2/2023 SentinelOne Inc S Maintain Overweight
(N/A)
 
 
  Details
6/2/2023 Zscaler ZS Maintain Neutral
(N/A)
 
 
  Details
6/1/2023 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
6/1/2023 Okta, Inc OKTA Downgrade Neutral
(Overweight)
90.11
(149.35)
65.74% Details
5/24/2023 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
5/12/2023 CyberArk Software CYBR Maintain Neutral
(N/A)
 
 
  Details
5/10/2023 Rapid7 RPD Maintain Neutral
(N/A)
 
 
  Details
5/5/2023 Fortinet FTNT Maintain Overweight
(N/A)
 
 
  Details
5/2/2023 Checkpoint Software CHKP Maintain Neutral
(N/A)
 
 
  Details
4/25/2023 Tenable TENB Maintain Neutral
(N/A)
 
 
  Details
3/6/2023 CrowdStrike Holdings CRWD Maintain Overweight
(N/A)
 
 
  Details
3/3/2023 Zscaler ZS Maintain Neutral
(N/A)
 
 
  Details
3/2/2023 Okta, Inc OKTA Maintain Overweight
(N/A)
 
 
  Details
2/24/2023 N-Able Inc. NABL Maintain Neutral
(N/A)
 
 
  Details
2/22/2023 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
2/9/2023 CyberArk Software CYBR Maintain Neutral
(N/A)
 
 
  Details
2/8/2023 Fortinet FTNT Maintain Overweight
(N/A)
 
 
  Details
1/24/2023 N-Able Inc. NABL New Coverage Neutral
(N/A)
10.28
(4.77)
-53.6% Details
1/24/2023 Rapid7 RPD New Coverage Neutral
(N/A)
35.35
(12.20)
-65.49% Details
1/24/2023 Checkpoint Software CHKP New Coverage Neutral
(N/A)
131.72
(215.21)
63.38% Details
1/24/2023 Zscaler ZS New Coverage Neutral
(N/A)
117.12
(188.83)
61.23% Details
1/24/2023 Tenable TENB New Coverage Neutral
(N/A)
40.50
(39.88)
-1.53% Details
1/24/2023 Qualys QLYS New Coverage Underweight
(N/A)
109.19
(123.27)
12.89% Details
1/24/2023 CyberArk Software CYBR New Coverage Neutral
(N/A)
131.61
(408.85)
210.65% Details
1/24/2023 Varonis Systems VRNS New Coverage Underweight
(N/A)
25.72
(47.54)
84.84% Details
1/24/2023 Okta, Inc OKTA New Coverage Overweight
(N/A)
68.70
(149.35)
117.39% Details
1/24/2023 SentinelOne Inc S New Coverage Overweight
(N/A)
14.38
(19.67)
36.79% Details
1/24/2023 CrowdStrike Holdings CRWD New Coverage Overweight
(N/A)
103.41
(203.08)
96.38% Details
1/24/2023 Fortinet FTNT New Coverage Overweight
(N/A)
49.27
(161.61)
228.01% Details
1/24/2023 Palo Alto Networks PANW New Coverage Overweight
(N/A)
146.10
(358.68)
145.5% Details