4th Quarter - Report

JPMORGAN CHASE & CO. for JPMORGAN CHASE & CO

Firm
Client
Income
—
Expenses
$1,420,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

14 issue areas, each in the filer's own words, with who lobbied on it and where.

Postal POS

S. 1486; H.R. 2748 - Discussed issues related to postal service modernization.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
HILARY WEST —

Contacted: Federal Reserve System; SENATE; Office of the Comptroller of the Currency (OCC); Federal Housing Finance Agency (FHFA); Treasury, Dept of; Commodity Futures Trading Commission (CFTC); Small Business Administration (SBA); Federal Deposit Insurance Corporation (FDIC); Securities & Exchange Commission (SEC); U.S. Trade Representative (USTR); HOUSE OF REPRESENTATIVES; Housing & Urban Development, Dept of (HUD); Defense, Dept of (DOD); Labor, Dept of (DOL); Agriculture, Dept of (USDA)

Bills named: S. 1486 (113th), H.R. 2748 (113th)

Consumer Issues/Safety/Products CSP

S.172; H.R. 990; H.R. 1261; S. 1229 - Discussed issues related to interchange fees and settlement; discussed ATM placard provisions; discussed consumer protection issues related to financial services and products generally.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS KOONCE —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
HILARY WEST —

Contacted: Federal Reserve System; Federal Deposit Insurance Corporation (FDIC); Small Business Administration (SBA); Federal Housing Finance Agency (FHFA); HOUSE OF REPRESENTATIVES; SENATE; U.S. Trade Representative (USTR); Defense, Dept of (DOD); Labor, Dept of (DOL); Securities & Exchange Commission (SEC); Office of the Comptroller of the Currency (OCC); Treasury, Dept of; Agriculture, Dept of (USDA); Housing & Urban Development, Dept of (HUD); Commodity Futures Trading Commission (CFTC)

Bills named: H.R. 1261 (113th), S. 172 (113th), S. 1229 (113th), H.R. 990 (113th)

Immigration IMM

H.R. 2131; S. 744; S. 169 - Discussed issues related to the ongoing negotiations on immigration reform.

LobbyistCovered position, as disclosed
JOHN BARTLING —
NATHAN J. GATTEN —

Contacted: Federal Housing Finance Agency (FHFA); Agriculture, Dept of (USDA); Office of the Comptroller of the Currency (OCC); Federal Deposit Insurance Corporation (FDIC); U.S. Trade Representative (USTR); Federal Reserve System; Small Business Administration (SBA); Commodity Futures Trading Commission (CFTC); Housing & Urban Development, Dept of (HUD); HOUSE OF REPRESENTATIVES; Defense, Dept of (DOD); SENATE; Securities & Exchange Commission (SEC); Labor, Dept of (DOL); Treasury, Dept of

Bills named: S. 169 (113th), H.R. 2131 (113th), S. 744 (113th)

Homeland Security HOM

S. 884, S. 21, H.R. 1468, H.R. 624, H.R. 3696 - Discussed proposals related to cyber security and data protection.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
STEVEN R PATTERSON —
BRENDAN REILLY —
HILARY WEST —

Contacted: Federal Reserve System; Commodity Futures Trading Commission (CFTC); Labor, Dept of (DOL); Federal Housing Finance Agency (FHFA); SENATE; Agriculture, Dept of (USDA); Office of the Comptroller of the Currency (OCC); Housing & Urban Development, Dept of (HUD); Small Business Administration (SBA); Defense, Dept of (DOD); Securities & Exchange Commission (SEC); Treasury, Dept of; U.S. Trade Representative (USTR); Federal Deposit Insurance Corporation (FDIC); HOUSE OF REPRESENTATIVES

Bills named: H.R. 624 (113th), S. 21 (113th), S. 884 (113th), H.R. 3696 (113th), H.R. 1468 (113th)

Labor Issues/Antitrust/Workplace LBR

Discussed workforce training issues.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS MICHAEL —
STEVEN R PATTERSON —
JASON ROSENBERG —

Contacted: Housing & Urban Development, Dept of (HUD); U.S. Trade Representative (USTR); Treasury, Dept of; Office of the Comptroller of the Currency (OCC); Labor, Dept of (DOL); Commodity Futures Trading Commission (CFTC); Federal Deposit Insurance Corporation (FDIC); HOUSE OF REPRESENTATIVES; Small Business Administration (SBA); Agriculture, Dept of (USDA); Federal Housing Finance Agency (FHFA); Securities & Exchange Commission (SEC); Federal Reserve System; Defense, Dept of (DOD); SENATE

Veterans VET

H.R. 1842; H.R. 1960; H.R. 821 , H.R. 2481, S. 1579 - Discussed Veterans hiring and the Servicemembers Civil Relief Act.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS KOONCE —
THOMAS MICHAEL —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
HILARY WEST —

Contacted: Federal Deposit Insurance Corporation (FDIC); Federal Reserve System; Labor, Dept of (DOL); U.S. Trade Representative (USTR); Federal Housing Finance Agency (FHFA); Office of the Comptroller of the Currency (OCC); Housing & Urban Development, Dept of (HUD); Treasury, Dept of; Securities & Exchange Commission (SEC); Agriculture, Dept of (USDA); Small Business Administration (SBA); Defense, Dept of (DOD); SENATE; Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES

Bills named: H.R. 821 (113th), S. 1579 (113th), H.R. 1842 (113th), H.R. 1960 (113th), H.R. 2481 (113th)

Trade (domestic/foreign) TRD

Discussed issues related to the trade negotiations between the United States and European Union, the Trans Pacific Partnership and renewal of Trade Promotion Authority.

LobbyistCovered position, as disclosed
JOHN BARTLING —
NATHAN J. GATTEN —
THOMAS KOONCE —
THOMAS MICHAEL —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —

Contacted: HOUSE OF REPRESENTATIVES; Agriculture, Dept of (USDA); Commodity Futures Trading Commission (CFTC); Office of the Comptroller of the Currency (OCC); U.S. Trade Representative (USTR); Housing & Urban Development, Dept of (HUD); Treasury, Dept of; SENATE; Defense, Dept of (DOD); Securities & Exchange Commission (SEC); Federal Reserve System; Labor, Dept of (DOL); Federal Housing Finance Agency (FHFA); Federal Deposit Insurance Corporation (FDIC); Small Business Administration (SBA)

Financial Institutions/Investments/Securities FIN

S. 1861; S. 474; H.R. 634, 677, 992, 1062, 1003, 1256, 1341; S.798, 1282, 985, 1369, H.R. 129, 2374, H.Res. 391 - Discussed implementation of and potential modification of the Dodd-Frank Act; discussed implementation of the Basel capital accord, including the Liquidity Coverage Ratio (LCR). Discussed commodities issues; SEC reform; proposals related to the regulation of the mutual fund industry and money market funds; rulemakings on the fiduciary standard for broker-dealers and investment advisers; and proposals related to bank structure, capital requirements, capital formation and market structure.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS KOONCE —
THOMAS MICHAEL —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —
HILARY WEST —

Contacted: Labor, Dept of (DOL); SENATE; Federal Reserve System; Treasury, Dept of; Housing & Urban Development, Dept of (HUD); Defense, Dept of (DOD); U.S. Trade Representative (USTR); Office of the Comptroller of the Currency (OCC); Federal Housing Finance Agency (FHFA); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Small Business Administration (SBA); Commodity Futures Trading Commission (CFTC); Federal Deposit Insurance Corporation (FDIC); Agriculture, Dept of (USDA)

Bills named: S. 474 (113th), H.R. 634 (113th), S. 798 (113th), H.R. 129 (113th), S. 1861 (113th), H.Res. 391 (113th)

Banking BAN

H.R. 2767, 3211; S. 1376; S. 1217; S. 249; S.563; H.R. 240; S. 10; H.R. 858; H.R. 2642; S. 954, S. 1610, H.R. 3370 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform and related issues; discussed flood insurance reform; discussed issues affecting the USDA's rural housing programs.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS KOONCE —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
HILARY WEST —

Contacted: U.S. Trade Representative (USTR); Labor, Dept of (DOL); SENATE; Housing & Urban Development, Dept of (HUD); Commodity Futures Trading Commission (CFTC); Small Business Administration (SBA); Office of the Comptroller of the Currency (OCC); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Federal Housing Finance Agency (FHFA); Defense, Dept of (DOD); Treasury, Dept of; Federal Reserve System; Agriculture, Dept of (USDA); Federal Deposit Insurance Corporation (FDIC)

Bills named: H.R. 3370 (113th), S. 1376 (113th), S. 563 (113th), H.R. 2767 (113th), S. 954 (113th), S. 1610 (113th), S. 249 (113th), S. 1217 (113th), S. 10 (113th), H.R. 858 (113th), H.R. 2642 (113th), H.R. 240 (113th)

Retirement RET

Discussed the impact of proposed changes to the provision of investment advice, fee disclosure, target date funds and plan fiduciaries' responsibilities with respect to brokerage windows in 401(k) plans.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS KOONCE —
BRENDAN REILLY —
PIERCE SCRANTON —

Contacted: HOUSE OF REPRESENTATIVES; Agriculture, Dept of (USDA); Securities & Exchange Commission (SEC); SENATE; Federal Deposit Insurance Corporation (FDIC); U.S. Trade Representative (USTR); Defense, Dept of (DOD); Federal Housing Finance Agency (FHFA); Small Business Administration (SBA); Labor, Dept of (DOL); Housing & Urban Development, Dept of (HUD); Federal Reserve System; Commodity Futures Trading Commission (CFTC); Office of the Comptroller of the Currency (OCC); Treasury, Dept of

Taxation/Internal Revenue Code TAX

Discussed various issues related to corporate tax reform; discussed proposals to extend the active finance exception to Subpart F; discussed Financial Transaction Tax proposals, discussed proposals to reform the taxation of financial products. H.R. 2084 - discussed proposals related to infrastructure funding.

LobbyistCovered position, as disclosed
JOHN BARTLING —
NATHAN J. GATTEN —
THOMAS KOONCE —
STEVEN R PATTERSON —
JASON ROSENBERG —
PIERCE SCRANTON —

Contacted: SENATE; Small Business Administration (SBA); Federal Deposit Insurance Corporation (FDIC); Federal Housing Finance Agency (FHFA); Treasury, Dept of; U.S. Trade Representative (USTR); Labor, Dept of (DOL); Housing & Urban Development, Dept of (HUD); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC); Defense, Dept of (DOD); Federal Reserve System; Agriculture, Dept of (USDA); Office of the Comptroller of the Currency (OCC)

Bills named: H.R. 2084 (113th)

Copyright/Patent/Trademark CPT

S. 866, 1013; H.R. 845, 2024, S. 1720, S. 1612, H.R. 3309 - Discussed issues related to financial services patent reform.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
HILARY WEST —

Contacted: Labor, Dept of (DOL); Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Agriculture, Dept of (USDA); Housing & Urban Development, Dept of (HUD); Federal Reserve System; Small Business Administration (SBA); Federal Deposit Insurance Corporation (FDIC); U.S. Trade Representative (USTR); Office of the Comptroller of the Currency (OCC); SENATE; Defense, Dept of (DOD); Federal Housing Finance Agency (FHFA); Treasury, Dept of

Bills named: H.R. 845 (113th), H.R. 3309 (113th), S. 1612 (113th), S. 866 (113th), S. 1720 (113th)

Small Business SMB

Discussed Small Business lending issues.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS MICHAEL —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —

Contacted: Treasury, Dept of; Federal Deposit Insurance Corporation (FDIC); Small Business Administration (SBA); Securities & Exchange Commission (SEC); U.S. Trade Representative (USTR); Federal Housing Finance Agency (FHFA); Housing & Urban Development, Dept of (HUD); Defense, Dept of (DOD); Federal Reserve System; HOUSE OF REPRESENTATIVES; Agriculture, Dept of (USDA); Office of the Comptroller of the Currency (OCC); Labor, Dept of (DOL); SENATE; Commodity Futures Trading Commission (CFTC)

Budget/Appropriations BUD

Discussed the potential impact of fiscal policies related to the federal budget and debt limit.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —

Contacted: Agriculture, Dept of (USDA); Federal Reserve System; Federal Housing Finance Agency (FHFA); Commodity Futures Trading Commission (CFTC); Labor, Dept of (DOL); Treasury, Dept of; SENATE; HOUSE OF REPRESENTATIVES; Office of the Comptroller of the Currency (OCC); U.S. Trade Representative (USTR); Securities & Exchange Commission (SEC); Housing & Urban Development, Dept of (HUD); Defense, Dept of (DOD); Small Business Administration (SBA); Federal Deposit Insurance Corporation (FDIC)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.