JPMCB

KBRA Assigns Preliminary Ratings to Chase Home Lending Mortgage Trust 2024-RPL1 (CHASE 2024-RPL1)

Retrieved on: 
Wednesday, February 21, 2024
Professional Services, Finance, Documentation, GFC, Chase Bank, National Association, Washington Mutual, JPMCB, KBRA, JPMorgan Chase, UPB, Telescopic sight

KBRA assigns preliminary ratings to nine classes of mortgage certificates from Chase Home Lending Mortgage Trust 2024-RPL1 (CHASE 2024-RPL1).

Key Points: 
  • KBRA assigns preliminary ratings to nine classes of mortgage certificates from Chase Home Lending Mortgage Trust 2024-RPL1 (CHASE 2024-RPL1).
  • The pool comprises 2,475 seasoned, re-performing residential mortgages with an aggregate unpaid principal balance (UPB) of $555.4 million as of the cut-off date (January 31, 2024).
  • The cut-off date UPB includes $62.2 million (11.2%) in non-interest-bearing deferred principal.
  • The mortgage pool consists mostly of pre-GFC legacy origination from Washington Mutual Bank (67.5%) and JPMorgan Chase Bank, National Association (JPMCB; 32.3%), with 93.2% of the loans originated between 2004 and 2008.

KBRA Assigns Ratings to CENT 2023-CITY

Retrieved on: 
Tuesday, August 29, 2023
Banking, Professional Services, Insurance, Finance, JPMCB, KBRA, SOFR, KLTV, JPMorgan Chase, SF, Bank of America, Engineering, CMBS, BANA, NCF, Chase Bank, Bank, Century City, Telescopic sight, Westfield Century City

KBRA announces the assignment of ratings to three classes of CENT 2023-CITY, a CMBS single-borrower securitization.

Key Points: 
  • KBRA announces the assignment of ratings to three classes of CENT 2023-CITY, a CMBS single-borrower securitization.
  • The floating rate loan has an initial two-year term with three, one-year extension options and requires monthly interest-only payments based on one-month term SOFR.
  • In addition, KBRA also relied on its Global Structured Finance Counterparty Methodology for assessing counterparty risk in this transaction and its ESG Global Rating Methodology , to the extent deemed applicable.
  • The resulting in-trust KBRA Loan to Value (KLTV) is 69.9%.

KBRA Assigns Preliminary Ratings to CENT 2023-CITY

Retrieved on: 
Tuesday, August 15, 2023
Banking, Professional Services, Insurance, Finance, JPMCB, KBRA, SOFR, KLTV, JPMorgan Chase, SF, Bank of America, Engineering, CMBS, BANA, NCF, Chase Bank, Bank, Century City, Telescopic sight, Westfield Century City

KBRA announces the assignment of preliminary ratings to five classes of CENT 2023-CITY, a CMBS single-borrower securitization.

Key Points: 
  • KBRA announces the assignment of preliminary ratings to five classes of CENT 2023-CITY, a CMBS single-borrower securitization.
  • The floating rate loan has an initial two-year term with three, one-year extension options and requires monthly interest-only payments based on one-month term SOFR.
  • In addition, KBRA also relied on its Global Structured Finance Counterparty Methodology for assessing counterparty risk in this transaction and its ESG Global Rating Methodology , to the extent deemed applicable.
  • The resulting in-trust KBRA Loan to Value (KLTV) is 69.9%.

J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions

Retrieved on: 
Thursday, December 1, 2022
Personal Finance, Mobile, Wireless, Technology, Finance, Fintech, Consulting, Banking, Professional Services, Internet, Data Management, JPMorgan Chase, NOT, Digital, FDIC, BANK, Retirement, SIPC, Chase Bank, FIRM, J. P. Morgan, Personal, JPMCB, FINRA, Chase, OR, CIA, AND, Satellite navigation device, Financial services, Financial adviser, Management

J.P. Morgan Wealth Management launched Wealth Plan today, a free digital money coach that gives clients a full picture of their finances and helps them plan, save and invest, all in one place.

Key Points: 
  • J.P. Morgan Wealth Management launched Wealth Plan today, a free digital money coach that gives clients a full picture of their finances and helps them plan, save and invest, all in one place.
  • J.P. Morgan Wealth Management ranked #1 in Customer Satisfaction with Wealth Management Digital Channels in the J.D.
  • Wealth Plan lets clients take control of their finances and interact with us however they choose, which increasingly is digitally, said Sam Palmer, Head of Digital Planning & Advice at J.P. Morgan Wealth Management.
  • For more information about Wealth Plan by J.P. Morgan visit www.jpmorgan.com/wealthplan
    J.P. Morgan Wealth Management offers a full spectrum of services and products for clients to plan and invest.

J.P. Morgan Wealth Management Launches Remote Investing Advice

Retrieved on: 
Tuesday, November 1, 2022
Internet, Finance, Consulting, Banking, Data Management, Professional Services, Technology, Mobile, Wireless, JPMorgan Chase, Goal, Disclosure, JPMCB, Retirement, CEO, FIRM, Program, AND, FDIC, Chase Bank, Chase, BANK, NOT, CIA, FINRA, OR, SIPC, Financial adviser, Financial services

J.P. Morgan Wealth Management officially launched today its remote advice business, J.P. Morgan Personal Advisors .

Key Points: 
  • J.P. Morgan Wealth Management officially launched today its remote advice business, J.P. Morgan Personal Advisors .
  • With the addition of Personal Advisors, J.P. Morgan Wealth Management offers a full spectrum of ways for clients to plan and invest.
  • For additional information about J.P. Morgan Personal Advisors, visit www.jpmorgan.com/personaladvisors
    J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.8 trillion and operations worldwide.
  • J.P. Morgan Wealth Management has ~5,000 advisors and ~$615 billion of assets under supervision.

J.P. Morgan Wealth Management Appoints New Chief Marketing Officer

Retrieved on: 
Wednesday, September 7, 2022
Banking, Professional Services, Finance, Chase Bank, Merrill (company), JPMCB, CEO, JPMorgan Chase, FDIC, Chase, Betterment, Morgan Stanley, SIPC, CIA, FIRM, Private bank, AND, Capital One, Investment, Creativity, J. P. Morgan, OR, BANK, Paul, Twitter, THE, NOT, Halpern, Wealth management, Environment, Growth, FINRA, Marketing, CMO, Management, Financial adviser, Financial services

J.P. Morgan announced today that Paul Halpern has joined as Chief Marketing Officer for U.S.

Key Points: 
  • J.P. Morgan announced today that Paul Halpern has joined as Chief Marketing Officer for U.S.
  • We have the right strategy, the right culture, and the right people, said Kristin Lemkau, CEO of J.P. Morgan Wealth Management.
  • As a member of J.P. Morgan Wealth Managements leadership team, Paul will report to CEO Kristin Lemkau and JPMorgan Chase Chief Marketing Officer Carla Hassan.
  • J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.8 trillion and operations worldwide.

Black and Hispanic Americans Prefer to Take More Control Over Their Investments and are Driven by Purpose, New J.P. Morgan Wealth Management Study Finds

Retrieved on: 
Monday, August 22, 2022
Professional Services, Finance, People, Chase Bank, CEO, JPMCB, Research, Ageing, African Americans, JPMorgan Chase, Chase, Hispanic and Latino Americans, SIPC, CIA, Man, Heart, BIPOC, Investment, J. P. Morgan, Equity, Twitter, THE, White, Woman, FINRA, General manager, Noise, Creative industries, Financial services, Hispanic, Color

Black and Hispanic Americans prefer to have more control over their investments and care more about the social impact of companies they are investing in, according to new research from J.P. Morgan Wealth Management .

Key Points: 
  • Black and Hispanic Americans prefer to have more control over their investments and care more about the social impact of companies they are investing in, according to new research from J.P. Morgan Wealth Management .
  • J.P. Morgan surveyed more than 2,000 Americans this year to understand what motivates or prevents them from getting invested.
  • Investing is part heart and part science, said Kristin Lemkau, CEO of J.P. Morgan Wealth Management.
  • To learn more about the J.P. Morgan Wealth Management Diverse Investor Study findings, visit: https://www.chase.com/personal/investments/learning-and-insights/article...
    The J.P. Morgan Wealth Management Diverse Investor Study was conducted April 26 May 9, 2022.

Mark Adams Named Regional Director at J.P. Morgan Wealth Management

Retrieved on: 
Thursday, April 14, 2022
Finance, Consulting, Banking, Accounting, Professional Services, CEO, MBA, Twitter, Clemson University, Chase Bank, Eastern Division, BANK, Leadership, SIPC, CIA, JPMorgan Chase, FIRM, FDIC, Growth, Wealth management, OR, AND, JPMCB, NOT, FINRA, Multimedia, THE, Management, Financial services, Financial adviser

J.P. Morgan Wealth Management has named Mark Adams a Regional Director overseeing Market Directors and advisors serving over 200 Chase branches in North Carolina, South Carolina, Arkansas, Mississippi, Alabama, Oklahoma and Louisiana.

Key Points: 
  • J.P. Morgan Wealth Management has named Mark Adams a Regional Director overseeing Market Directors and advisors serving over 200 Chase branches in North Carolina, South Carolina, Arkansas, Mississippi, Alabama, Oklahoma and Louisiana.
  • Marks leadership experience in Banking will make him an excellent Regional Director for our Wealth Management business.
  • Mark was previously a Regional Director in Banking at JPMorgan Chase.
  • J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $4 trillion and operations worldwide.

Don Bausley Named Regional Director for the Mountain Region at J.P. Morgan Wealth Management

Retrieved on: 
Friday, April 8, 2022
Banking, Professional Services, Finance, University of Colorado Denver Business School, JPMorgan Chase, Regis University, Chase Bank, FIRM, Growth, Multimedia, SIPC, AND, FINRA, CEO, Market, THE, Twitter, JPMCB, CIA, University, Financial services, Financial adviser

J.P. Morgan Wealth Management has named Don Bausley a Regional Director overseeing the Mountain region, based in Denver.

Key Points: 
  • J.P. Morgan Wealth Management has named Don Bausley a Regional Director overseeing the Mountain region, based in Denver.
  • View the full release here: https://www.businesswire.com/news/home/20220408005403/en/
    To better serve customers and be able to absorb rapid growth, J.P. Morgan Wealth Management has created new Regional Director roles in key regions while continuing to hire more branch-based advisors to help more customers.
  • J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.7 trillion and operations worldwide.
  • J.P. Morgan Wealth Management has ~4,700 advisors and more than $700 billion of assets under supervision.

The Revilla Group Joins J.P. Morgan Wealth Management in Miami

Retrieved on: 
Thursday, January 20, 2022
Banking, Professional Services, Finance, FIRM, OR, CIA, Certified Financial Planner, THE, FDIC, Boy, NOT, Chase, FINRA, JPMorgan Chase, AND, Penafiel, Forbes, Ecosystem, United Way, Chase Bank, Twitter, JPMCB, SIPC, BANK, Certified Financial Planner Board of Standards, Financial services, Financial adviser

J.P. Morgan Wealth Management announced today that Michael Revilla and Manuel Bernrdez have joined as Wealth Advisors in Miami.

Key Points: 
  • J.P. Morgan Wealth Management announced today that Michael Revilla and Manuel Bernrdez have joined as Wealth Advisors in Miami.
  • Client Associate Bernardo Waincier has also joined J.P. Morgan Wealth Management.
  • J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.7 trillion and operations worldwide.
  • J.P. Morgan Wealth Management has ~5,000 advisors and more than $700 billion of assets under supervision.