Ratings by JPMorgan (Katherine Lei)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
5/26/2026 Futu Holdings Limited FUTU Maintain Neutral
(Neutral)
 
 
  Details
5/22/2026 Futu Holdings Limited FUTU Downgrade Neutral
(Overweight)
123.86
(96.40)
-22.17% Details
4/17/2026 Lufax Holding Ltd LU Upgrade Neutral
(Underweight)
2.03
(1.27)
-37.44% Details
11/19/2025 Futu Holdings Limited FUTU Maintain Overweight
(Overweight)
 
 
  Details
8/28/2025 Futu Holdings Limited FUTU Maintain Overweight
(Overweight)
 
 
  Details
8/21/2025 Futu Holdings Limited FUTU Maintain Overweight
(N/A)
 
 
  Details
7/11/2025 Futu Holdings Limited FUTU Maintain Overweight
(Overweight)
 
 
  Details
3/14/2025 Futu Holdings Limited FUTU Maintain Overweight
(Overweight)
 
 
  Details
10/2/2024 Futu Holdings Limited FUTU Maintain Overweight
(N/A)
 
 
  Details
9/3/2024 Noah Holdings Ltd. American Dep NOAH Maintain Neutral
(N/A)
 
 
  Details
8/27/2024 Noah Holdings Ltd. American Dep NOAH Maintain Neutral
(N/A)
 
 
  Details
6/11/2024 Futu Holdings Limited FUTU Maintain Overweight
(N/A)
 
 
  Details
5/30/2024 Noah Holdings Ltd. American Dep NOAH Downgrade Neutral
(Overweight)
13.50
(10.98)
-18.67% Details
5/28/2024 Futu Holdings Limited FUTU Maintain Overweight
(N/A)
 
 
  Details
5/28/2024 Futu Holdings Limited FUTU Upgrade Overweight
(Neutral)
73.80
(123.86)
67.83% Details
3/25/2024 Lufax Holding Ltd LU Maintain Underweight
(N/A)
 
 
  Details
3/15/2024 Futu Holdings Limited FUTU Downgrade Neutral
(Overweight)
56.40
(73.80)
30.85% Details
1/17/2024 Futu Holdings Limited FUTU Upgrade Overweight
(Neutral)
46.40
(56.40)
21.55% Details
8/29/2023 Noah Holdings Ltd. American Dep NOAH Upgrade Overweight
(Neutral)
12.13
(13.50)
11.29% Details
5/25/2023 Futu Holdings Limited FUTU Maintain Neutral
(N/A)
 
 
  Details
5/18/2023 Futu Holdings FUTU Downgrade Neutral
(Overweight)
0.00
(46.40)
0% Details
11/25/2022 Lufax Holding Ltd LU Downgrade Underweight
(Overweight)
1.64
(2.03)
23.78% Details
11/23/2022 Noah Holdings Ltd. American Dep NOAH Downgrade Neutral
(Overweight)
14.96
(12.13)
-18.92% Details
9/1/2022 Futu Holdings Limited FUTU Upgrade Overweight
(Neutral)
45.89
(96.40)
110.07% Details
6/24/2022 Futu Holdings Limited FUTU Downgrade Neutral
(Overweight)
50.39
(96.40)
91.31% Details
6/22/2022 Noah Holdings Ltd. American Dep NOAH Upgrade Overweight
(Neutral)
17.03
(9.98)
-41.4% Details
3/14/2022 Futu Holdings Limited FUTU Maintain Overweight
(N/A)
 
 
  Details
3/11/2022 Lufax Holding Ltd LU Maintain Overweight
(N/A)
 
 
  Details
11/24/2021 Noah Holdings Ltd. American Dep NOAH Downgrade Neutral
(Overweight)
44.07
(17.03)
-61.36% Details
10/18/2021 Futu Holdings Limited FUTU New Coverage Overweight
(N/A)
73.81
(50.39)
-31.73% Details
8/18/2021 Noah Holdings Ltd. American Dep NOAH Maintain Overweight
(N/A)
 
 
  Details
4/26/2021 Noah Holdings Ltd. American Dep NOAH Upgrade Overweight
(Neutral)
42.29
(9.98)
-76.4% Details
1/7/2021 Noah Holdings Ltd. American Dep NOAH Downgrade Neutral
(Overweight)
48.95
(42.29)
-13.61% Details
2/25/2020 Noah Holdings Ltd. American Dep NOAH Maintain Overweight
(N/A)
 
 
  Details
5/29/2019 Noah Holdings Ltd. American Dep NOAH Upgrade Overweight
(Neutral)
38.12
(9.98)
-73.82% Details
3/14/2019 Noah Holdings Ltd. American Dep NOAH Downgrade Neutral
(Overweight)
53.67
(38.12)
-28.97% Details
8/22/2018 Chongqing Rual (ADR) CRCBY Downgrade Underweight
(Neutral)
26.29
(39.00)
48.35% Details