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Kenneth Worthington Analyst Performance

Analyst at JPMorgan Chase & Co.

Kenneth Worthington is a stock analyst at JPMorgan Chase & Co. focused in the finance sector, covering 31 publicly traded companies. Over the past year, Kenneth Worthington has issued 83 stock ratings, including buy, hold, and sell recommendations. While full access to Kenneth Worthington'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 Kenneth Worthington'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
113 Last 3 Years
Buy Recommendations
28.32% 32 Buy Ratings
Companies Covered
31 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy28.3%32 ratings
Hold50.4%57 ratings
Sell21.2%24 ratings

Out of 113 total stock ratings issued by Kenneth Worthington at JPMorgan Chase & Co., the majority (50.4%) have been Hold recommendations, followed by 28.3% Buy and 21.2% Sell.

Exchange Coverage

ExchangePercentageCount
NYSE
64.5% of companies on NYSE
20 companies
NASDAQ
35.5% of companies on NASDAQ
11 companies

Kenneth Worthington, an analyst at JPMorgan Chase & Co., currently covers 31 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
27 companies
87.1%
Financial Services
3 companies
9.7%
Computer and Technology
1 company
3.2%

Kenneth Worthington of JPMorgan Chase & Co. specializes in stock coverage within the Finance sector, with additional focus on Financial Services and Computer and Technology companies.

Coverage Industries

IndustryPercentage
FIN - INVEST MGMT
13 companies
41.9%
FIN - MISC SVCS
7 companies
22.6%
FIN - INVEST BKRS
4 companies
12.9%
SECURITY AND COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
2 companies
6.5%
FINANCIAL SERVICES
2 companies
6.5%
SECURITIES EXCHANGES
2 companies
6.5%
REAL ESTATE OPS
1 company
3.2%

Kenneth Worthington'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
Carlyle Group Inc. stock logo
CG
Carlyle Group
5/8/2026Lower Price Target$49.86$63.00Neutral
Miami International Holdings, Inc. stock logo
MIAX
Miami International
5/7/2026Boost Price Target$49.73$45.00Neutral
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
5/6/2026Lower Price Target$48.68$60.00Neutral
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
5/5/2026Boost Price Target$204.42$290.00Overweight
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
5/4/2026Lower Price Target$53.94$53.00Underweight
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
4/30/2026Boost Price Target$49.67$51.00Neutral
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
4/30/2026Boost Price Target$113.25$143.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
4/30/2026Lower Price Target$50.07$66.00Neutral
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
4/29/2026Boost Price Target$29.45$31.00Neutral
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
4/29/2026Lower Price Target$8.88$10.50Neutral
Ares Management Corporation stock logo
ARES
Ares Management
4/28/2026Lower Price Target$111.27$144.00Overweight
Blackstone Inc. stock logo
BX
Blackstone
4/24/2026Lower Price Target$122.05$136.00Neutral
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
4/24/2026Lower Price Target$99.62$103.00Underweight
Invesco Ltd. stock logo
IVZ
Invesco
4/24/2026Lower Price Target$25.70$25.00Neutral
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
4/23/2026Lower Price Target$83.15$92.00Neutral
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
4/17/2026Boost Price Target$92.72$131.00Overweight
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
4/16/2026Upgrade$105.12$166.00Overweight
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
4/16/2026Downgrade$58.06$56.00Underweight
BlackRock stock logo
BLK
BlackRock
4/13/2026Lower Price Target$999.42$1,128.00Neutral
Wealthfront stock logo
WLTH
Wealthfront
3/12/2026Lower Price Target$7.98$10.00Overweight
Blackstone Inc. stock logo
BX
Blackstone
3/3/2026Lower Price Target$106.94$122.00Neutral
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
2/10/2026Lower Price Target$167.25$290.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
2/10/2026Boost Price Target$58.33$67.00Neutral
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
2/10/2026Lower Price Target$132.80$162.00Overweight
Circle Internet Group, Inc. stock logo
CRCL
Circle Internet Group
2/10/2026Lower Price Target$60.65$90.00Overweight
Bullish stock logo
BLSH
Bullish
2/6/2026Lower Price Target$27.41$41.00Neutral
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
2/6/2026Boost Price Target$112.13$140.00Overweight
StepStone Group Inc. stock logo
STEP
StepStone Group
2/6/2026Boost Price Target$62.43$91.00Overweight
Moelis & Company stock logo
MC
Moelis & Company
2/5/2026Boost Price Target$72.22$81.00Neutral
CME Group Inc. stock logo
CME
CME Group
2/5/2026Boost Price Target$296.42$266.00Underweight
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
2/5/2026Boost Price Target$48.39$72.00Neutral
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
2/5/2026Lower Price Target$92.43$106.00Underweight
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
2/4/2026Boost Price Target$141.97$166.00Neutral
Blackstone Inc. stock logo
BX
Blackstone
1/30/2026Lower Price Target$141.88$158.00Neutral
Bullish stock logo
BLSH
Bullish
1/27/2026Lower Price Target$35.69$42.00Neutral
CME Group Inc. stock logo
CME
CME Group
1/22/2026Boost Price Target$281.39$262.00Underweight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
1/20/2026Lower Price Target$105.04$108.00Underweight
Invesco Ltd. stock logo
IVZ
Invesco
1/20/2026Boost Price Target$28.71$30.00Neutral
BlackRock stock logo
BLK
BlackRock
1/9/2026Boost Price Target$1,157.55$1,267.00Neutral
Wealthfront stock logo
WLTH
Wealthfront
1/6/2026Initiated Coverage$13.65$16.00Overweight
Bullish stock logo
BLSH
Bullish
11/18/2025Lower Price Target$38.06$46.00Neutral
Circle Internet Group, Inc. stock logo
CRCL
Circle Internet Group
11/13/2025Upgrade$86.00$100.00Overweight
Circle Internet Group, Inc. stock logo
CRCL
Circle Internet Group
11/11/2025Boost Price Target$100.06$94.00Underweight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
11/10/2025Lower Price Target$22.55$25.00Neutral
P10, Inc. stock logo
PX
P10
11/7/2025Boost Price Target$10.54$15.50Overweight
TPG Inc. stock logo
TPG
TPG
11/5/2025Lower Price Target$53.97$76.00Overweight
StepStone Group Inc. stock logo
STEP
StepStone Group
11/4/2025Boost Price Target$62.37$84.00Overweight
Miami International Holdings, Inc. stock logo
MIAX
Miami International
11/4/2025Boost Price Target$45.55$37.00Neutral
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
11/3/2025Boost Price Target$48.10$56.00Neutral
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
11/3/2025Boost Price Target$101.53$111.00Underweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
11/3/2025Lower Price Target$53.21$66.00Neutral
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
10/31/2025Lower Price Target$146.19$180.00Overweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
10/31/2025Lower Price Target$348.54$399.00Overweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
10/31/2025Boost Price Target$105.43$135.00Overweight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
10/29/2025Boost Price Target$17.03$22.00Neutral
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
10/24/2025Upgrade$322.76$404.00Overweight
Circle Internet Group, Inc. stock logo
CRCL
Circle Internet Group
10/24/2025Boost Price Target$129.74$93.00Underweight
Blackstone Inc. stock logo
BX
Blackstone
10/24/2025Lower Price Target$155.26$176.00Neutral
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
10/20/2025Boost Price Target$95.30$121.00Overweight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
10/15/2025Boost Price Target$107.09$109.00Underweight
CME Group Inc. stock logo
CME
CME Group
10/14/2025Boost Price Target$271.28$256.00Underweight
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
10/7/2025Boost Price Target$52.70$55.00Neutral
TPG Inc. stock logo
TPG
TPG
10/6/2025Upgrade$58.51$78.00Overweight
Brookfield Corporation stock logo
BN
Brookfield
10/3/2025Boost Price Target$45.45$55.33Overweight
BlackRock stock logo
BLK
BlackRock
10/2/2025Boost Price Target$1,145.90$1,242.00Neutral
CME Group Inc. stock logo
CME
CME Group
9/25/2025Boost Price Target$264.43$252.00Underweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
9/25/2025Boost Price Target$167.94$203.00Overweight
Bullish stock logo
BLSH
Bullish
9/8/2025Initiated Coverage$52.40$50.00Neutral
Miami International Holdings, Inc. stock logo
MIAX
Miami International
9/8/2025Initiated Coverage$35.01$32.00Neutral
Circle Internet Group, Inc. stock logo
CRCL
Circle Internet Group
8/19/2025Boost Price Target$138.90$89.00Underweight
Brookfield Corporation stock logo
BN
Brookfield
8/12/2025Boost Price Target$43.75$48.67Overweight
TPG Inc. stock logo
TPG
TPG
8/7/2025Boost Price Target$59.87$65.00Neutral
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
8/4/2025Upgrade$49.25$54.00Neutral
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
8/4/2025Boost Price Target$25.16$29.00Neutral
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
8/4/2025Boost Price Target$105.31$102.00Underweight
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
7/23/2025Lower Price Target$155.69$145.00Neutral
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/16/2025Boost Price Target$102.43$98.00Underweight
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
7/16/2025Boost Price Target$40.82$47.00Overweight
BlackRock stock logo
BLK
BlackRock
7/16/2025Boost Price Target$1,078.19$1,093.00Neutral
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
7/10/2025Boost Price Target$25.16$22.00Neutral
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
7/9/2025Boost Price Target$45.85$40.00Underweight
Circle Internet Group, Inc. stock logo
CRCL
Circle Internet Group
6/30/2025Initiated Coverage$180.62$80.00Underweight
P10, Inc. stock logo
PX
P10
5/13/2025Lower Price Target$11.90$14.50Overweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
5/9/2025Lower Price Target$199.47$215.00Neutral
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
5/2/2025Lower Price Target$204.93$276.00Neutral
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
5/1/2025Boost Price Target$138.07$146.00Overweight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
5/1/2025Boost Price Target$47.74$47.00Neutral
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
4/29/2025Lower Price Target$57.91$62.00Neutral
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
4/24/2025Boost Price Target$38.84$39.00Neutral
Moelis & Company stock logo
MC
Moelis & Company
4/24/2025Lower Price Target$52.28$52.00Neutral
CME Group Inc. stock logo
CME
CME Group
4/24/2025Lower Price Target$265.36$211.00Underweight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
4/21/2025Boost Price Target$74.34$95.00Overweight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
4/16/2025Lower Price Target$86.74$90.00Underweight
Invesco Ltd. stock logo
IVZ
Invesco
4/16/2025Lower Price Target$12.88$16.00Neutral
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
4/16/2025Reiterated Rating$76.54$92.00Outperform
BlackRock stock logo
BLK
BlackRock
4/14/2025Lower Price Target$882.77$988.00Neutral
BlackRock stock logo
BLK
BlackRock
4/2/2025Lower Price Target$956.00$1,046.00Neutral
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
2/18/2025Boost Price Target$68.85$69.00Neutral
CME Group Inc. stock logo
CME
CME Group
2/13/2025Boost Price Target$251.00$212.00Underweight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
2/13/2025Boost Price Target$62.44$45.00Neutral
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
2/5/2025Upgrade$43.98$53.00Overweight
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
2/5/2025Reiterated Rating$39.72$41.00Underweight
Blackstone Inc. stock logo
BX
Blackstone
1/31/2025Boost Price Target$179.87$154.00Neutral
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
1/29/2025Lower Price Target$184.16$169.00Neutral
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
1/17/2025Lower Price Target$150.39$189.00Overweight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
1/16/2025Lower Price Target$19.64$19.00Neutral
BlackRock stock logo
BLK
BlackRock
1/14/2025Boost Price Target$963.18$971.00Neutral