Ratings by JPMorgan (Ella Smith)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/22/2026 | Alkami Technology Inc | ALKT | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/22/2026 | Q2 Holdings | QTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/22/2026 | nCino Inc. | NCNO | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2026 | PAR Technology | PAR | Upgrade | Neutral (Underweight) |
13.46 (15.38) |
14.26% | Details | |
| 5/29/2026 | PAR Technology | PAR | New Coverage | Underweight (N/A) |
14.86 (13.46) |
-9.42% | Details | |
| 4/30/2026 | Q2 Holdings | QTWO | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/6/2026 | LegalZoom.com Inc | LZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | Alkami Technology Inc | ALKT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/18/2026 | nCino Inc. | NCNO | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/18/2026 | Q2 Holdings | QTWO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/18/2026 | LegalZoom.com Inc | LZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/18/2026 | Alkami Technology Inc | ALKT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/18/2026 | Alarm.com | ALRM | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/12/2026 | Q2 Holdings | QTWO | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/31/2025 | Alkami Technology Inc | ALKT | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/24/2025 | Q2 Holdings | QTWO | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/8/2025 | LegalZoom.com Inc | LZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/22/2025 | LegalZoom.com Inc | LZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/14/2025 | Alarm.com | ALRM | Maintain | Underweight (Underweight) |
|
Details | ||
| 6/18/2025 | Alkami Technology Inc | ALKT | New Coverage | Overweight (N/A) |
27.19 (15.05) |
-44.65% | Details | |
| 6/18/2025 | nCino Inc. | NCNO | New Coverage | Neutral (N/A) |
26.90 (14.60) |
-45.72% | Details | |
| 6/18/2025 | Q2 Holdings | QTWO | New Coverage | Overweight (N/A) |
87.85 (43.27) |
-50.75% | Details | |
| 6/10/2025 | TechTarget, Inc. | TTGT | Downgrade | Underweight (Neutral) |
7.17 (3.59) |
-49.93% | Details | |
| 5/19/2025 | LegalZoom.com Inc | LZ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2025 | LegalZoom.com Inc | LZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/21/2025 | TechTarget, Inc. | TTGT | New Coverage | Neutral (N/A) |
17.39 (7.17) |
-58.77% | Details | |
| 1/13/2025 | LegalZoom.com Inc | LZ | Upgrade | Overweight (Underweight) |
7.52 (5.67) |
-24.6% | Details | |
| 11/11/2024 | Alarm.com | ALRM | New Coverage | Underweight (N/A) |
63.51 (43.08) |
-32.17% | Details | |
| 11/8/2024 | LegalZoom.com Inc | LZ | Downgrade | Underweight (Neutral) |
8.15 (7.52) |
-7.73% | Details | |
| 9/5/2024 | LegalZoom.com Inc | LZ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2024 | LegalZoom.com Inc | LZ | Downgrade | Neutral (Overweight) |
7.97 (8.15) |
2.26% | Details | |
| 6/7/2024 | LegalZoom.com Inc | LZ | Maintain | Overweight (N/A) |
|
Details | ||
| 3/22/2024 | LegalZoom.com Inc | LZ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | LegalZoom.com Inc | LZ | New Coverage | Overweight (N/A) |
10.39 (7.97) |
-23.29% | Details |
