Richard Shane Analyst PerformanceAnalyst at JPMorgan Chase & Co.Richard Shane is a stock analyst at JPMorgan Chase & Co. in the finance sector, covering 37 publicly traded companies. Over the past year, Richard Shane has issued 101 stock ratings, including buy, hold, and sell recommendations. While full access to Richard Shane'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 Richard Shane's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions. Analyst Rankings, Coverage, and Performance StatisticsAnalyst RankingSubscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeatAverage Return00.00% 12-Month ROISuccess Rate00.00% Profitable RatingsTotal Ratings181 Last 10 YearsBuy Recommendations35.39% 63 Buy RatingsCompanies Covered37 Unique Companies Ratings Distribution178RatingsDistribution of strong buy, buy, hold, and sell ratings by Richard Shane.RatingPercentageCount Strong Buy0.0%0 ratings Buy35.4%62 ratings Hold52.2%93 ratings Sell12.4%22 ratingsOut of 178 total stock ratings issued by Richard Shane at JPMorgan Chase & Co., the majority (52.2%) have been Hold recommendations, followed by 35.4% Buy and 12.4% Sell.Best & Worst CallsBest Call000.0%BXMTApr 2020Subscribe to MarketBeat All Access to get analyst recommendation ROI.Worst Call000.0%RKTJan 2022Subscribe to MarketBeat All Access to get analyst recommendation ROI.Exchange CoverageExchangePercentageCountNYSE64.9% of companies on NYSE24 companiesNASDAQ35.1% of companies on NASDAQ13 companiesRichard Shane, an analyst at JPMorgan Chase & Co., currently covers 37 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.Coverage FocusSector IconSectorPercentageFinance37 companies100.0%Richard Shane of JPMorgan Chase & Co. specializes in stock coverage within the Finance sector.Coverage IndustriesIndustryPercentageREIT - MTGE TRUST11 companies29.7%FIN - SBIC&COMMRL9 companies24.3%FIN - MISC SVCS6 companies16.2%FIN - CONS LOANS5 companies13.5%INS - PROP&CASLTY2 companies5.4%REAL ESTATE OPS1 company2.7%FIN - MTG&REL SVS1 company2.7%INS - MULTI LINE1 company2.7%INVESTORS, NOT ELSEWHERE CLASSIFIED1 company2.7% About Richard ShaneRichard Shane currently works at JPMorgan Securities LLC, as Analyst from 2010. Mr. Shane also formerly worked at Jefferies LLC, as Finance Group Head. Mr. Shane received his undergraduate degree and Masters Business Admin degree from The University of Chicago and undergraduate degree from The Johns Hopkins University. Richard Shane's Ratings History at JPMorgan Chase & Co. Custom Range 1 Month 3 Months 6 Months Year-to-Date 1 Year 2 Years 3 Years 4 Years 5 Years All Time Timeframe Start Date End Date All Ratings Strong Buy Buy Hold Sell Rating 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 Subscription12-Month ROIUpgrade to All Access to use the All ROI Filter Export CompanyReport DateActionReport Date Price12-MonthPrice TargetRating12-MonthPrice & ROIDetailsSLRCSLR Investment5/7/2026Lower Price Target$13.66$13.50Underweight$0.0000.00% ROITSLXSixth Street Specialty Lending5/7/2026Lower Price Target$17.89$17.50Neutral$0.0000.00% ROIBXMTBlackstone Mortgage Trust4/30/2026Lower Price Target$18.97$20.00Overweight$0.0000.00% ROINLYAnnaly Capital Management4/23/2026Boost Price Target$22.43$24.00Overweight$0.0000.00% ROICOFCapital One Financial4/22/2026Boost Price Target$202.89$215.00Overweight$0.0000.00% ROIBXMTBlackstone Mortgage Trust4/16/2026Upgrade$20.11$21.00Overweight$0.0000.00% ROITWOTwo Harbors Investments4/16/2026Downgrade$11.10$11.00Underweight$0.0000.00% ROINLYAnnaly Capital Management4/16/2026Lower Price Target$22.23$23.00Overweight$0.0000.00% ROIAGNCAGNC Investment4/16/2026Lower Price Target$10.58$11.00Overweight$0.0000.00% ROITRTXTPG RE Finance Trust4/16/2026Lower Price Target$8.31$9.50Overweight$0.0000.00% ROI Get the Latest News and Ratings for Your StocksEnter your email address below to receive the latest headlines and analysts' recommendations for your stocks with our free daily email newsletter. STWDStarwood Property Trust4/16/2026Lower Price Target$18.00$19.00Overweight$0.0000.00% ROIKREFKKR Real Estate Finance Trust4/16/2026Lower Price Target$6.63$6.50Neutral$0.0000.00% ROIACREAres Commercial Real Estate4/16/2026Lower Price Target$5.17$5.50Neutral$0.0000.00% ROICOFCapital One Financial4/9/2026Upgrade$192.39$213.00Overweight$0.0000.00% ROIESNTEssent Group4/9/2026Lower Price Target$61.87$64.00Neutral$0.0000.00% ROIRKTRocket Companies4/9/2026Lower Price Target$15.05$16.50Neutral$0.0000.00% ROIOPRTOportun Financial4/9/2026Lower Price Target$4.82$5.00Neutral$0.0000.00% ROIOMFOneMain4/9/2026Lower Price Target$56.21$55.00Underweight$0.0000.00% ROINAVINavient4/9/2026Lower Price Target$8.29$8.50Neutral$0.0000.00% ROISLMSLM4/9/2026Lower Price Target$21.62$22.00Underweight$0.0000.00% ROIALLYAlly Financial4/9/2026Lower Price Target$41.79$46.00Overweight$0.0000.00% ROISYFSynchrony Financial4/9/2026Lower Price Target$72.39$73.00Neutral$0.0000.00% ROIAXPAmerican Express4/9/2026Lower Price Target$316.84$325.00Neutral$0.0000.00% ROINMIHNMI4/9/2026Lower Price Target$39.56$43.00Overweight$0.0000.00% ROITSLXSixth Street Specialty Lending3/13/2026Lower Price Target$17.77$18.50Neutral$0.0000.00% ROIRWAYRunway Growth Finance3/13/2026Lower Price Target$6.79$7.00Neutral$0.0000.00% ROIPSBDPalmer Square Capital BDC3/13/2026Lower Price Target$10.45$10.00Neutral$0.0000.00% ROIOCSLOaktree Specialty Lending3/13/2026Lower Price Target$11.13$10.50Neutral$0.0000.00% ROIMSDLMorgan Stanley Direct Lending Fund3/13/2026Lower Price Target$14.60$14.00Neutral$0.0000.00% ROIMFICMidCap Financial Investment3/13/2026Lower Price Target$10.33$10.00Neutral$0.0000.00% ROIFSKFS KKR Capital3/13/2026Lower Price Target$10.10$9.50Neutral$0.0000.00% ROICGBDCarlyle Secured Lending3/13/2026Lower Price Target$10.80$10.00Neutral$0.0000.00% ROIBXSLBlackstone Secured Lending Fund3/13/2026Lower Price Target$23.52$24.00Overweight$0.0000.00% ROIARCCAres Capital3/13/2026Lower Price Target$17.80$19.00Overweight$0.0000.00% ROISLRCSLR Investment3/13/2026Lower Price Target$13.94$14.00Underweight$0.0000.00% ROITRTXTPG RE Finance Trust2/19/2026Lower Price Target$8.52$10.50Overweight$0.0000.00% ROIOMFOneMain2/6/2026Lower Price Target$61.58$63.00Underweight$0.0000.00% ROIACTEnact2/5/2026Boost Price Target$44.36$44.00Neutral$0.0000.00% ROIKREFKKR Real Estate Finance Trust2/5/2026Lower Price Target$7.28$8.00Neutral$0.0000.00% ROITWOTwo Harbors Investments2/4/2026Lower Price Target$11.72$12.50Neutral$0.0000.00% ROIThe REAL Reason Trump is Invading Iran (Ad)For a moment… Forget about Trump’s ties to Israel. 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Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.Click here to find out what it is.AXPAmerican Express2/2/2026Lower Price Target$352.14$375.00Neutral$0.0000.00% ROISYFSynchrony Financial1/28/2026Lower Price Target$73.53$84.00Neutral$0.0000.00% ROIRWTRedwood Trust1/23/2026Upgrade$5.64$6.00Overweight$0.0000.00% ROIOPRTOportun Financial1/12/2026Upgrade$5.26$5.50Neutral$0.0000.00% ROIRKTRocket Companies1/12/2026Initiated Coverage$23.29$24.00Neutral$0.0000.00% ROIOMFOneMain1/12/2026Reiterated Rating$70.93$65.00Underweight$0.0000.00% ROISLMSLM1/12/2026Reiterated Rating$27.61$25.00Underweight$0.0000.00% ROIESNTEssent Group1/12/2026Boost Price Target$62.96$66.00Neutral$0.0000.00% ROIACTEnact1/12/2026Boost Price Target$40.06$40.00Neutral$0.0000.00% ROICOFCapital One Financial1/12/2026Boost Price Target$233.90$256.00Neutral$0.0000.00% ROIAXPAmerican Express1/12/2026Boost Price Target$359.77$385.00Neutral$0.0000.00% ROIALLYAlly Financial1/12/2026Boost Price Target$44.57$48.00Overweight$0.0000.00% ROISYFSynchrony Financial1/12/2026Boost Price Target$79.44$86.00Neutral$0.0000.00% ROINMIHNMI1/12/2026Boost Price Target$39.41$43.00Overweight$0.0000.00% ROIOPRTOportun Financial12/4/2025Lower Price Target$5.25$5.50Underweight$0.0000.00% ROIABRArbor Realty Trust12/4/2025Lower Price Target$8.99$9.00Underweight$0.0000.00% ROIBXMTBlackstone Mortgage Trust12/4/2025Boost Price Target$19.64$20.00Neutral$0.0000.00% ROIACTEnact11/7/2025Lower Price Target$36.90$39.00Neutral$0.0000.00% ROINMIHNMI11/5/2025Lower Price Target$36.55$42.00Overweight$0.0000.00% ROIARIApollo Commercial Real Estate Finance11/3/2025Boost Price Target$9.70$11.00Overweight$0.0000.00% ROIABRArbor Realty Trust11/3/2025Lower Price Target$9.70$10.00Underweight$0.0000.00% ROIOMFOneMain11/3/2025Boost Price Target$61.02$59.00Neutral$0.0000.00% ROITRTXTPG RE Finance Trust10/30/2025Boost Price Target$8.72$10.50Overweight$0.0000.00% ROIBXMTBlackstone Mortgage Trust10/30/2025Boost Price Target$18.48$19.00Neutral$0.0000.00% ROINAVINavient10/30/2025Lower Price Target$11.98$12.50Neutral$0.0000.00% ROICOFCapital One Financial10/22/2025Boost Price Target$222.59$237.00Neutral$0.0000.00% ROIKREFKKR Real Estate Finance Trust10/20/2025Reiterated Rating$8.63$9.00Neutral$0.0000.00% ROIARIApollo Commercial Real Estate Finance10/20/2025Upgrade$9.97$10.50Overweight$0.0000.00% ROIALLYAlly Financial10/20/2025Boost Price Target$40.49$43.00Overweight$0.0000.00% ROITWOTwo Harbors Investments10/20/2025Boost Price Target$9.71$10.00Neutral$0.0000.00% ROINLYAnnaly Capital Management10/20/2025Boost Price Target$21.12$22.00Overweight$0.0000.00% ROIAGNCAGNC Investment10/20/2025Boost Price Target$10.10$10.00Overweight$0.0000.00% ROIBXMTBlackstone Mortgage Trust10/20/2025Lower Price Target$17.90$18.50Neutral$0.0000.00% ROIABRArbor Realty Trust10/20/2025Boost Price Target$11.89$11.50Underweight$0.0000.00% ROINMIHNMI10/7/2025Lower Price Target$36.40$43.00Overweight$0.0000.00% ROINAVINavient10/7/2025Lower Price Target$12.86$14.00Neutral$0.0000.00% ROICOFCapital One Financial10/7/2025Lower Price Target$213.78$235.00Neutral$0.0000.00% ROIALLYAlly Financial10/7/2025Lower Price Target$39.79$42.00Overweight$0.0000.00% ROIAXPAmerican Express10/7/2025Boost Price Target$331.93$355.00Neutral$0.0000.00% ROISLMSLM10/7/2025Reiterated Rating$27.12$29.00Neutral$0.0000.00% ROISYFSynchrony Financial10/7/2025Reiterated Rating$71.39$75.00Neutral$0.0000.00% ROIOPRTOportun Financial10/7/2025Reiterated Rating$5.74$6.00Underweight$0.0000.00% ROIOMFOneMain10/7/2025Reiterated Rating$55.42$57.00Neutral$0.0000.00% ROIESNTEssent Group10/7/2025Downgrade$60.39$65.00Neutral$0.0000.00% ROIPNNTPennantPark Investment10/1/2025Lower Price Target$6.60$6.50Neutral$0.0000.00% ROIFSKFS KKR Capital10/1/2025Lower Price Target$14.90$15.00Neutral$0.0000.00% ROIESNTEssent Group8/8/2025Set Price Target$56.94$60.00$0.0000.00% ROICOFCapital One Financial7/23/2025Boost Price Target$221.22$248.00Neutral$0.0000.00% ROIALLYAlly Financial7/21/2025Boost Price Target$39.88$45.00Overweight$0.0000.00% ROISLMSLM7/11/2025Upgrade$33.71$38.00Overweight$0.0000.00% ROI$30 stock to buy before Starlink goes public (WATCH NOW!) 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He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.Download the Safe Trade Options Formula book for free before access closesTRTXTPG RE Finance Trust1/21/2025Lower Price Target$8.52$8.50Overweight$0.0000.00% ROISTWDStarwood Property Trust1/21/2025Lower Price Target$19.39$19.50Overweight$00.0000.00% ROIKREFKKR Real Estate Finance Trust1/21/2025Lower Price Target$10.60$10.50Overweight$0.0000.00% ROIBXMTBlackstone Mortgage Trust1/21/2025Lower Price Target$18.44$17.50Neutral$00.0000.00% ROIACREAres Commercial Real Estate1/21/2025Lower Price Target$5.93$6.00Neutral$0.0000.00% ROIABRArbor Realty Trust1/21/2025Lower Price Target$13.79$12.50Underweight$0.0000.00% ROITWOTwo Harbors Investments1/21/2025Lower Price Target$11.96$11.00Neutral$00.0000.00% ROIRWTRedwood Trust1/21/2025Lower Price Target$6.50$6.50Neutral$0.0000.00% ROIAXPAmerican Express1/14/2025Boost Price Target$299.07$307.00Neutral$000.0000.00% ROIRKTRocket Companies1/14/2025Lower Price Target$10.83$10.50Underweight$00.0000.00% ROIOMFOneMain1/14/2025Lower Price Target$52.70$58.00Overweight$00.0000.00% ROINAVINavient1/14/2025Lower Price Target$13.29$13.50Neutral$00.0000.00% ROIGHLDGuild1/14/2025Lower Price Target$12.63$11.50Underweight$00.0000.00% ROIACTEnact1/14/2025Lower Price Target$31.88$35.00Neutral$00.0000.00% ROIALLYAlly Financial1/14/2025Lower Price Target$35.11$40.00Overweight$00.0000.00% ROISLMSLM1/14/2025Boost Price Target$27.40$29.00Neutral$00.0000.00% ROI Stock Forecasts and Research Tools Today's Analyst Ratings U.S. Ratings U.K. Ratings Canadian Ratings All Upgrades All Downgrades All Initiations All Price Target Changes Top-Rated Stocks Top Rated Stocks Top-Rated Dividend Stocks Top-Rated Small-Cap Stocks Top-Rated Tech Stocks Most-Upgraded Stocks Most-Downgraded Stocks Lowest-Rated Stocks More Ratings Tools Stock Ratings by Issuer Top-Rated Analysts Top-Rated Brokerages Stock Ratings Screener Free Ratings Newsletter Price Forecasts for Popular Stocks Alphabet (Google) Stock ForecastAmazon Stock ForecastApple Stock ForecastMeta (Facebook) Stock ForecastMicrosoft Stock ForecastNetflix Stock ForecastNvidia Stock ForecastTesla Stock Forecast Top Stock Recommendations by BrokerageWall Street ZenMorgan StanleyRoyal Bank Of CanadaThe Goldman Sachs GroupCanaccord Genuity GroupUBS GroupCitigroupBarclaysWells Fargo & CompanyJPMorgan Chase & Co.Jefferies Financial GroupTD CowenTruist FinancialPiper SandlerStifel Nicolaus Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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