Free Trial

Katherine Lei Analyst Performance

Analyst at JPMorgan Chase & Co.

Katherine Lei is a stock analyst at JPMorgan Chase & Co. focused in the business services sector, covering 3 publicly traded companies. Over the past year, Katherine Lei has issued 3 stock ratings, including buy and hold recommendations. While full access to Katherine Lei's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Katherine Lei's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
4 Last 1 Years
Buy Recommendations
50.00% 2 Buy Ratings
Companies Covered
3 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy50.0%2 ratings
Hold50.0%2 ratings
Sell0.0%0 ratings

Out of 4 total stock ratings issued by Katherine Lei at JPMorgan Chase & Co., the majority (50.0%) have been Buy recommendations, followed by 50.0% Hold.

Exchange Coverage

ExchangePercentageCount
NASDAQ
66.7% of companies on NASDAQ
2 companies
NYSE
33.3% of companies on NYSE
1 company

Katherine Lei, an analyst at JPMorgan Chase & Co., currently covers 3 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Business Services
2 companies
66.7%
Finance
1 company
33.3%

Katherine Lei of JPMorgan Chase & Co. specializes in stock coverage within the Business Services sector, with additional focus on Finance companies.

Coverage Industries

IndustryPercentage
TECHNOLOGY SERVICES
2 companies
66.7%
FIN - MISC SVCS
1 company
33.3%

Katherine Lei's Ratings History at JPMorgan Chase & Co.

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Lufax Holding Ltd. Sponsored ADR stock logo
LU
Lufax
4/17/2026Initiated Coverage$2.09$2.00Neutral
Qfin Holdings Inc. - Sponsored ADR stock logo
QFIN
Qfin
11/19/2025Downgrade$22.42$21.00Neutral
Futu Holdings Limited Sponsored ADR stock logo
FUTU
Futu
8/28/2025Boost Price Target$186.07$270.00Overweight
Futu Holdings Limited Sponsored ADR stock logo
FUTU
Futu
3/14/2025Boost Price Target$118.69$170.00Overweight