JPMORGAN CHASE HOLDINGS LLC for JPMORGAN CHASE HOLDINGS LLC

Labor Issues/Antitrust/Workplace LBR

Discussed issues impacting workforce hiring and development and career and technical education.

Contacted: Treasury, Dept of; Natl Economic Council (NEC); SENATE; Executive Office of the President (EOP); U.S. Trade Representative (USTR); Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC)

Small Business SMB

Discussed Small Business lending and access to capital issues.

Contacted: Securities & Exchange Commission (SEC); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Executive Office of the President (EOP); Natl Economic Council (NEC); Commodity Futures Trading Commission (CFTC); U.S. Trade Representative (USTR); SENATE

Trade (domestic/foreign) TRD

Discussed issues related to international trade.

Contacted: Natl Economic Council (NEC); SENATE; Securities & Exchange Commission (SEC); U.S. Trade Representative (USTR); Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Executive Office of the President (EOP)

Banking BAN

H.R.3167 - Discussed home mortgage loan originations, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.

Contacted: Executive Office of the President (EOP); U.S. Trade Representative (USTR); SENATE; Natl Economic Council (NEC); Treasury, Dept of; Commodity Futures Trading Commission (CFTC); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES

Bills named: H.R. 3167 (116th)

Financial Institutions/Investments/Securities FIN

H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; H.R.4895; S.2563 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.

Contacted: U.S. Trade Representative (USTR); Natl Economic Council (NEC); SENATE; Commodity Futures Trading Commission (CFTC); Executive Office of the President (EOP); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC)

Bills named: S. 2563 (116th), H.R. 3551 (116th), H.R. 2514 (116th), H.R. 1994 (116th), H.R. 3164 (116th), H.R. 1595 (116th), H.R. 2513 (116th), H.R. 4895 (116th)

Homeland Security HOM

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

Contacted: Executive Office of the President (EOP); Commodity Futures Trading Commission (CFTC); U.S. Trade Representative (USTR); Natl Economic Council (NEC); SENATE; Securities & Exchange Commission (SEC); Treasury, Dept of; HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Discussed various issues related to corporate and international tax reform, including opportunity zones.

Contacted: Executive Office of the President (EOP); Securities & Exchange Commission (SEC); U.S. Trade Representative (USTR); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Natl Economic Council (NEC); Commodity Futures Trading Commission (CFTC); SENATE

Consumer Issues/Safety/Products CSP

Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.

Contacted: U.S. Trade Representative (USTR); Commodity Futures Trading Commission (CFTC); SENATE; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Executive Office of the President (EOP); Natl Economic Council (NEC)

Veterans VET

Discussed Veterans training and hiring.

Contacted: Natl Economic Council (NEC); Treasury, Dept of; Securities & Exchange Commission (SEC); SENATE; Commodity Futures Trading Commission (CFTC); Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES; U.S. Trade Representative (USTR)