3rd Quarter - Report

J.P. MORGAN CHASE BANK, N.A. for J P MORGAN CHASE BANK N A

Firm
Client
Income
—
Expenses
$2,740,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Trade (domestic/foreign) TRD

S 3134, HR 2378 - discuss the issue of currency valuation; Discuss various proposals related to the application of privacy laws within the context of the Asian Pacific Economic Cooperation; Discuss the issue of cross-border market access and free trade agreements.

LobbyistCovered position, as disclosed
PIERCE SCRANTON —

Contacted: Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; Commerce, Dept of (DOC); Federal Reserve System; Federal Deposit Insurance Corporation (FDIC); Securities & Exchange Commission (SEC); SENATE; Commodity Futures Trading Commission (CFTC); State, Dept of (DOS); Treasury, Dept of; U.S. Trade Representative (USTR)

Bills named: H.R. 2378 (111th)

Banking BAN

HR 2695, S 3217, S 3677 - discuss legislation to regulate the market for payment card transaction fees; S 3217 - discuss impact of changes to the premium assessment base; HR 5816 - discuss proposals to increase commercial real estate lending; HR 5297 - discuss proposals to spur small business lending; discuss industry efforts to modify home mortgages.

LobbyistCovered position, as disclosed
NAOMI CAMPER —
KATHERINE CHILDRESS —
NATHAN J GATTEN —
TOM KOONCE —
STEVEN PATTERSON —
PIERCE SCRANTON —

Contacted: Federal Deposit Insurance Corporation (FDIC); State, Dept of (DOS); SENATE; Office of the Comptroller of the Currency (OCC); U.S. Trade Representative (USTR); Federal Reserve System; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Commerce, Dept of (DOC); Commodity Futures Trading Commission (CFTC); Treasury, Dept of

Bills named: H.R. 2695 (111th), H.R. 5297 (111th), H.R. 5816 (111th)

Financial Institutions/Investments/Securities FIN

S 3217 - discuss proposals for comprehensive reform of financial market regulation, including systematic risk regulation, resolution authority, activity restriction, capital requirements, investor protection, and mortgage underwriting / risk retention; S 3217 - discuss the value and use of derivatives to hedge risk; Discuss secured lending practices with Members of Congress and agency officials; HR 4884 - discuss proposal for regulatory oversight of covered bonds

LobbyistCovered position, as disclosed
NAOMI CAMPER —
KATHERINE CHILDRESS —
NATHAN J GATTEN —
TOM KOONCE —
JAMES G MARTIN —
STEVEN PATTERSON —
PETER L SCHER —
PIERCE SCRANTON —

Contacted: Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC); U.S. Trade Representative (USTR); State, Dept of (DOS); Federal Deposit Insurance Corporation (FDIC); Commerce, Dept of (DOC); Federal Reserve System; SENATE; Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; Treasury, Dept of

Bills named: H.R. 4884 (111th)

Taxation/Internal Revenue Code TAX

HR 4213, S 3793 - discuss proposal to extend active finance exception to Subpart F of the Internal Revenue Code, the impact of carrier interest tax changes on corporate joint ventures, and the impact of proposals to limit the use of foreign tax credits; Discuss the impact of proposed changes to the rules for deferral of taxation of income earned overseas; Discuss proposals to impose a new tax on financial services industry; S 2994, SA 3342 - discuss the impact of a proposal to impose a surtax on compensation; HR 4213 - discuss the impact of proposals to limit the use of foreign tax credits; Discuss the design and potential impact of proposed regulations related to the Foreign Account Tax Compliance Act.

LobbyistCovered position, as disclosed
NAOMI CAMPER —
KATHERINE CHILDRESS —
NATHAN J GATTEN —
TOM KOONCE —
STEVEN PATTERSON —
PETER L SCHER —
PIERCE SCRANTON —

Contacted: Treasury, Dept of; Commodity Futures Trading Commission (CFTC); State, Dept of (DOS); Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES; U.S. Trade Representative (USTR); SENATE; Federal Reserve System; Securities & Exchange Commission (SEC); Office of the Comptroller of the Currency (OCC); Federal Deposit Insurance Corporation (FDIC)

Bills named: H.R. 4213 (111th)

Retirement RET

HR 2989, HR 2779 - discuss the impact of proposed changes to the provision of investment advice, fee disclosure, an index fund mandate, and target date funds.

LobbyistCovered position, as disclosed
NATHAN J GATTEN —
TOM KOONCE —

Contacted: HOUSE OF REPRESENTATIVES; Office of the Comptroller of the Currency (OCC); Commodity Futures Trading Commission (CFTC); State, Dept of (DOS); Federal Deposit Insurance Corporation (FDIC); Treasury, Dept of; U.S. Trade Representative (USTR); SENATE; Commerce, Dept of (DOC); Federal Reserve System; Securities & Exchange Commission (SEC)

Bills named: H.R. 2989 (111th), H.R. 2779 (111th)

Housing HOU

HR 5003, HR 5017, HR 4899 - discuss the USDA rural housing loan program; HR 6334, HR 5981, HR 3081 - discuss proposals for reform of the FHA and the Community Reinvestment Act.

LobbyistCovered position, as disclosed
NATHAN J GATTEN —
TOM KOONCE —
STEVEN PATTERSON —

Contacted: Commerce, Dept of (DOC); Securities & Exchange Commission (SEC); U.S. Trade Representative (USTR); HOUSE OF REPRESENTATIVES; Federal Deposit Insurance Corporation (FDIC); State, Dept of (DOS); Federal Reserve System; SENATE; Treasury, Dept of; Commodity Futures Trading Commission (CFTC); Office of the Comptroller of the Currency (OCC)

Bills named: H.R. 5003 (111th), H.R. 6334 (111th), H.R. 4899 (111th), H.R. 5017 (111th), H.R. 3081 (111th), H.R. 5981 (111th)

Environment/Superfund ENV

HR 2454, S 1462 - discuss the creation of a federally chartered financial institution to encourage renewable energy and energy efficiency; S 2995 - discuss revisions to sulfer dioxide trading program.

LobbyistCovered position, as disclosed
KATHERINE CHILDRESS —
JAMES G MARTIN —

Contacted: U.S. Trade Representative (USTR); Commodity Futures Trading Commission (CFTC); Treasury, Dept of; Securities & Exchange Commission (SEC); Commerce, Dept of (DOC); SENATE; State, Dept of (DOS); Office of the Comptroller of the Currency (OCC); Federal Deposit Insurance Corporation (FDIC); HOUSE OF REPRESENTATIVES; Federal Reserve System

Bills named: H.R. 2454 (111th)

Indian/Native American Affairs IND

S 3754 - Discuss settlement of Cobell v. Salazar

LobbyistCovered position, as disclosed
STEVEN PATTERSON —

Contacted: Federal Reserve System; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Office of the Comptroller of the Currency (OCC); Federal Deposit Insurance Corporation (FDIC); State, Dept of (DOS); U.S. Trade Representative (USTR); Treasury, Dept of; Commodity Futures Trading Commission (CFTC); Commerce, Dept of (DOC); SENATE

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.