4th Quarter - Report

JPMORGAN CHASE HOLDINGS LLC for JPMORGAN CHASE HOLDINGS LLC

Firm
Client
Income
—
Expenses
$780,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Labor Issues/Antitrust/Workplace LBR

Discussed issues impacting workforce development and career and technical education.

LobbyistCovered position, as disclosed
TIM BERRY —
SHANNON BOOZMAN —
ALYSSA MAROIS —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —
JOHN D. VAN ETTEN Legislative Director to Rep. Nan Hayworth; Legislative Assistant to Rep. Nan Hayworth
HILARY WEST —

Contacted: Commodity Futures Trading Commission (CFTC); Treasury, Dept of; Natl Economic Council (NEC); Small Business Administration (SBA); Labor, Dept of (DOL); Homeland Security, Dept of (DHS); HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC); Executive Office of the President (EOP); Housing & Urban Development, Dept of (HUD)

Financial Institutions/Investments/Securities FIN

H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3280; H.R.3439; H.R.3268; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML.

LobbyistCovered position, as disclosed
JOHN BARTLING —
TIM BERRY —
SHANNON BOOZMAN —
KATHLEEN CARLSON —
RYAN JACHYM —
ALYSSA MAROIS —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —
JOHN D. VAN ETTEN Legislative Director to Rep. Nan Hayworth; Legislative Assistant to Rep. Nan Hayworth
HILARY WEST —

Contacted: Homeland Security, Dept of (DHS); Natl Economic Council (NEC); Commodity Futures Trading Commission (CFTC); Treasury, Dept of; Securities & Exchange Commission (SEC); Housing & Urban Development, Dept of (HUD); Small Business Administration (SBA); Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES; SENATE; Labor, Dept of (DOL)

Bills named: H.R. 1667 (115th), H.R. 2319 (115th), H.R. 3280 (115th), H.R. 3268 (115th), H.R. 3439 (115th), S. 828 (115th), H.R. 4293 (115th), S. 2155 (115th), H.R. 4296 (115th), H.R. 2121 (115th), H.R. 4292 (115th), H.R. 1624 (115th), H.R. 3179 (115th), H.R. 3978 (115th)

Budget/Appropriations BUD

H.Con.Res.71; S.Con.Res.25 - Discussion of issues related to tax reform.

LobbyistCovered position, as disclosed
TIM BERRY —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —
JOHN D. VAN ETTEN Legislative Director to Rep. Nan Hayworth; Legislative Assistant to Rep. Nan Hayworth

Contacted: HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Treasury, Dept of; Small Business Administration (SBA); Executive Office of the President (EOP); Homeland Security, Dept of (DHS); Housing & Urban Development, Dept of (HUD); Natl Economic Council (NEC); Securities & Exchange Commission (SEC); SENATE; Commodity Futures Trading Commission (CFTC)

Bills named: H.Con.Res. 71 (115th), S.Con.Res. 25 (115th)

Consumer Issues/Safety/Products CSP

Discussed consumer protection issues related to financial services and products.

LobbyistCovered position, as disclosed
TIM BERRY —
SHANNON BOOZMAN —
KATHLEEN CARLSON —
ALYSSA MAROIS —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —
JOHN D. VAN ETTEN Legislative Director to Rep. Nan Hayworth; Legislative Assistant to Rep. Nan Hayworth
HILARY WEST —

Contacted: Executive Office of the President (EOP); Securities & Exchange Commission (SEC); Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Commodity Futures Trading Commission (CFTC); Housing & Urban Development, Dept of (HUD); SENATE; Homeland Security, Dept of (DHS); Natl Economic Council (NEC); Small Business Administration (SBA)

Government Issues GOV

Discussed issues related to settlement agreements with federal agencies.

LobbyistCovered position, as disclosed
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —

Contacted: Natl Economic Council (NEC); SENATE; Labor, Dept of (DOL); Treasury, Dept of; Homeland Security, Dept of (DHS); Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Executive Office of the President (EOP); Small Business Administration (SBA); Housing & Urban Development, Dept of (HUD)

Small Business SMB

Discussed Small Business lending issues and access to capital for veterans.

LobbyistCovered position, as disclosed
TIM BERRY —
SHANNON BOOZMAN —
ALYSSA MAROIS —
BRENDAN REILLY —
JASON ROSENBERG —
JOHN D. VAN ETTEN Legislative Director to Rep. Nan Hayworth; Legislative Assistant to Rep. Nan Hayworth
HILARY WEST —

Contacted: Securities & Exchange Commission (SEC); Housing & Urban Development, Dept of (HUD); Executive Office of the President (EOP); Treasury, Dept of; Homeland Security, Dept of (DHS); HOUSE OF REPRESENTATIVES; Commodity Futures Trading Commission (CFTC); Natl Economic Council (NEC); SENATE; Small Business Administration (SBA); Labor, Dept of (DOL)

Banking BAN

S.563; H.R.2874 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform and related issues; discussed flood insurance and related issues.

LobbyistCovered position, as disclosed
TIM BERRY —
SHANNON BOOZMAN —
KATHLEEN CARLSON —
ALYSSA MAROIS —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —
JOHN D. VAN ETTEN Legislative Director to Rep. Nan Hayworth; Legislative Assistant to Rep. Nan Hayworth
HILARY WEST —

Contacted: Homeland Security, Dept of (DHS); Small Business Administration (SBA); Commodity Futures Trading Commission (CFTC); Natl Economic Council (NEC); Housing & Urban Development, Dept of (HUD); Executive Office of the President (EOP); Treasury, Dept of; SENATE; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES

Bills named: H.R. 2874 (115th), S. 563 (115th)

Veterans VET

Discussed Veterans training and hiring.

LobbyistCovered position, as disclosed
TIM BERRY —
SHANNON BOOZMAN —
ALYSSA MAROIS —
BRENDAN REILLY —
JASON ROSENBERG —
JOHN D. VAN ETTEN Legislative Director to Rep. Nan Hayworth; Legislative Assistant to Rep. Nan Hayworth
HILARY WEST —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Labor, Dept of (DOL); Treasury, Dept of; Securities & Exchange Commission (SEC); Housing & Urban Development, Dept of (HUD); Small Business Administration (SBA); Homeland Security, Dept of (DHS); Executive Office of the President (EOP); Natl Economic Council (NEC); Commodity Futures Trading Commission (CFTC)

Homeland Security HOM

Discussed proposals related to cyber security, data protection, and notification issues.

LobbyistCovered position, as disclosed
TIM BERRY —
SHANNON BOOZMAN —
KATHLEEN CARLSON —
ALYSSA MAROIS —
BRENDAN REILLY —
JASON ROSENBERG —
JOHN D. VAN ETTEN Legislative Director to Rep. Nan Hayworth; Legislative Assistant to Rep. Nan Hayworth
HILARY WEST —

Contacted: Labor, Dept of (DOL); Homeland Security, Dept of (DHS); Small Business Administration (SBA); Housing & Urban Development, Dept of (HUD); Commodity Futures Trading Commission (CFTC); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; SENATE; Natl Economic Council (NEC); Treasury, Dept of; Executive Office of the President (EOP)

Taxation/Internal Revenue Code TAX

H.R.1; S.1; Discussed various issues related to corporate and international tax reform.

LobbyistCovered position, as disclosed
JOHN BARTLING —
TIM BERRY —
SHANNON BOOZMAN —
KATHLEEN CARLSON —
ALYSSA MAROIS —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —
JOHN D. VAN ETTEN Legislative Director to Rep. Nan Hayworth; Legislative Assistant to Rep. Nan Hayworth
HILARY WEST —

Contacted: Natl Economic Council (NEC); Homeland Security, Dept of (DHS); Small Business Administration (SBA); Treasury, Dept of; Commodity Futures Trading Commission (CFTC); SENATE; Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Housing & Urban Development, Dept of (HUD); Securities & Exchange Commission (SEC)

Bills named: S. 1 (115th), H.R. 1 (115th)

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.