Brighthouse Funds Trust II Names Steven Gorham Portfolio Manager
Brighthouse Funds Trust II appoints Steven Gorham as portfolio manager for MFS Value Portfolio, effective November 1, 2026. A strategic leadership change.
JPMorgan Chase Financial Co. LLC Files Pricing Supplement
JPMorgan Chase Financial Co. LLC files a preliminary pricing supplement for structured investments linked to the MerQube US Tech+ Vol Advantage Index.
JPMorgan Chase Financial unveils $570K structured notes
JPMorgan Chase Financial Co. LLC announces a new offering of $570,000 in auto callable contingent interest notes linked to CrowdStrike Holdings.
JPMorgan Chase Financial Co. unveils new equity notes
JPMorgan Chase Financial Co. LLC announces a new offering of Capped Buffered Equity Notes linked to the Invesco QQQ Trust, expanding its structured investments.
JPMorgan Chase Financial Co. files pricing supplement for notes
JPMorgan Chase Financial Co. has filed a pricing supplement for structured notes linked to the MerQube US Large-Cap Vol Advantage Index, indicating a strategic move in the banking sector.
Bassett Common Equity files for new equity offering under Rule 506(b)
Bassett Common Equity, LLC has filed for a new equity offering, indicating a strategic move in the residential sector with a minimum investment of $500,000.
Barnes Dennig Private Wealth Management files quarterly 13F-HR
Barnes Dennig Private Wealth Management LLC reports $118.68 million in assets under management in its latest 13F-HR filing, reflecting diverse investment strategies.
JPMorgan Chase issues $2.97 billion callable fixed-rate notes
JPMorgan Chase & Co. announces issuance of $2.97 billion callable fixed-rate notes due 2034, reflecting strategic debt management.
Capital Investment Advisory Services reveals $1.61B holdings
Capital Investment Advisory Services, LLC disclosed its holdings valued at $1.61 billion in its latest filing, reflecting strategic investment choices.
JPMorgan Chase Financial Co. files for new structured notes
JPMorgan Chase Financial Co. LLC has filed a preliminary pricing supplement for Auto Callable Contingent Interest Notes, indicating a strong focus on structured investments.
Covenant Land Fund II, LLC files new offering to raise $3 million
Covenant Land Fund II, LLC has filed to raise $3 million through a new offering, reflecting interest in residential investments.
Lloyds Banking Group Appoints U.S. Service Agent
Lloyds Banking Group plc has appointed Pia Friis as its agent for service of process in the U.S., enhancing its operational capabilities.
First Trust Exchange-Traded Fund VI Names New Portfolio Manager
Chris Fallow will join First Trust Exchange-Traded Fund VI as a portfolio manager starting November 1, 2026, enhancing the firm's investment management.
Citigroup Global Markets launches new contingent coupon securities
Citigroup Global Markets Holdings Inc. files for new 10 Year Autocallable Contingent Coupon Securities linked to the S&P 500 Futures index.
Unified Series Trust reports Auer Growth Fund's net assets
Unified Series Trust discloses Auer Growth Fund's net assets totaling $86.1 million, impacting the investment sector's outlook.
JPMorgan Chase Financial Co. files pricing supplement for notes
JPMorgan Chase Financial Co. LLC files a preliminary pricing supplement for Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index.
OpenPayd Global Holdings advances $1.145B SPAC merger
OpenPayd Global Holdings is set to finalize a $1.145 billion merger with Titan Acquisition Corp, marking a significant step in its public listing plans.
JPMorgan Chase issues $11 million callable fixed-rate notes
JPMorgan Chase & Co. files for $11 million in callable fixed-rate notes, reflecting strategic capital management in the National Commercial Banks sector.
VanEck Opportunities Vehicle amends investment offering details
VanEck Opportunities Vehicle, LLC - Erebor Series has filed an amendment to its investment offering, reflecting ongoing activity in the investment fund sector.
JPMorgan Chase unveils new Trigger PLUS investment product
JPMorgan Chase & Co. files a new free writing prospectus for its Trigger PLUS investment product, signaling innovation in the banking sector.