1st Quarter - Report

JPMORGAN CHASE HOLDINGS LLC for JPMORGAN CHASE HOLDINGS LLC

Firm
Client
Income
—
Expenses
$710,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Homeland Security HOM

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

LobbyistCovered position, as disclosed
SHANNON BOOZMAN —
ELIZABETH HERMAN —
ALYSSA MAROIS —
MICHELLE MESACK —
JASON ROSENBERG —
JOHN D. VAN ETTEN —
HILARY WEST —

Contacted: Natl Economic Council (NEC); Small Business Administration (SBA); Executive Office of the President (EOP); SENATE; Federal Housing Finance Agency (FHFA); HOUSE OF REPRESENTATIVES; U.S. Trade Representative (USTR); Treasury, Dept of

Consumer Issues/Safety/Products CSP

H.R.748 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.

LobbyistCovered position, as disclosed
SHANNON BOOZMAN —
ELIZABETH HERMAN —
ALYSSA MAROIS —
MICHELLE MESACK —
JASON ROSENBERG —
JOHN D. VAN ETTEN —
HILARY WEST —

Contacted: Natl Economic Council (NEC); Treasury, Dept of; SENATE; Federal Housing Finance Agency (FHFA); Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES; Small Business Administration (SBA); U.S. Trade Representative (USTR)

Bills named: H.R. 748 (116th)

Small Business SMB

H.R.748 - Discussed Small Business lending and access to capital issues.

LobbyistCovered position, as disclosed
TIM BERRY —
SHANNON BOOZMAN —
ELIZABETH HERMAN —
ALYSSA MAROIS —
MICHELLE MESACK —
JASON ROSENBERG —
JOHN D. VAN ETTEN —
HILARY WEST —

Contacted: SENATE; Natl Economic Council (NEC); Treasury, Dept of; Executive Office of the President (EOP); Federal Housing Finance Agency (FHFA); Small Business Administration (SBA); U.S. Trade Representative (USTR); HOUSE OF REPRESENTATIVES

Bills named: H.R. 748 (116th)

Banking BAN

H.R.3167; H.R.748 - Discussed home mortgage loan originations, servicing, and refinancing; discussed FHA lending and related issues; discussed flood insurance and related issues.

LobbyistCovered position, as disclosed
TIM BERRY —
SHANNON BOOZMAN —
ALYSSA MAROIS —
MICHELLE MESACK —
JASON ROSENBERG —
JOHN D. VAN ETTEN —
HILARY WEST —

Contacted: Treasury, Dept of; U.S. Trade Representative (USTR); Small Business Administration (SBA); SENATE; Executive Office of the President (EOP); Natl Economic Council (NEC); HOUSE OF REPRESENTATIVES; Federal Housing Finance Agency (FHFA)

Bills named: H.R. 748 (116th), H.R. 3167 (116th)

Financial Institutions/Investments/Securities FIN

H.R.1994; H.R.3551; H.R.3164; H.R.4895; S.2563; H.R.748 - 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.

LobbyistCovered position, as disclosed
JOHN BARTLING —
TIM BERRY —
SHANNON BOOZMAN —
ELIZABETH HERMAN —
ALYSSA MAROIS —
MICHELLE MESACK —
JASON ROSENBERG —
JOHN D. VAN ETTEN —
HILARY WEST —

Contacted: U.S. Trade Representative (USTR); Natl Economic Council (NEC); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Federal Housing Finance Agency (FHFA); Executive Office of the President (EOP); SENATE; Small Business Administration (SBA)

Bills named: H.R. 748 (116th), H.R. 3164 (116th), H.R. 1994 (116th), S. 2563 (116th), H.R. 3551 (116th), H.R. 4895 (116th)

Labor Issues/Antitrust/Workplace LBR

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

LobbyistCovered position, as disclosed
SHANNON BOOZMAN —
ELIZABETH HERMAN —
ALYSSA MAROIS —
MICHELLE MESACK —
JASON ROSENBERG —
HILARY WEST —

Contacted: Executive Office of the President (EOP); Small Business Administration (SBA); Treasury, Dept of; Federal Housing Finance Agency (FHFA); Natl Economic Council (NEC); HOUSE OF REPRESENTATIVES; SENATE; U.S. Trade Representative (USTR)

Veterans VET

Discussed Veterans training and hiring.

LobbyistCovered position, as disclosed
SHANNON BOOZMAN —
ALYSSA MAROIS —
MICHELLE MESACK —
JASON ROSENBERG —
HILARY WEST —

Contacted: Small Business Administration (SBA); SENATE; U.S. Trade Representative (USTR); Natl Economic Council (NEC); Federal Housing Finance Agency (FHFA); HOUSE OF REPRESENTATIVES; Executive Office of the President (EOP); Treasury, Dept of

Trade (domestic/foreign) TRD

Discussed issues related to international trade.

LobbyistCovered position, as disclosed
JOHN BARTLING —
TIM BERRY —
ALYSSA MAROIS —
MICHELLE MESACK —
JASON ROSENBERG —
JOHN D. VAN ETTEN —

Contacted: Small Business Administration (SBA); U.S. Trade Representative (USTR); Treasury, Dept of; Natl Economic Council (NEC); Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES; Federal Housing Finance Agency (FHFA); SENATE

Taxation/Internal Revenue Code TAX

H.R.748 - Discussed various issues related to corporate and international tax reform.

LobbyistCovered position, as disclosed
TIM BERRY —
ELIZABETH HERMAN —
MICHELLE MESACK —
JASON ROSENBERG —

Contacted: SENATE; U.S. Trade Representative (USTR); Executive Office of the President (EOP); Small Business Administration (SBA); HOUSE OF REPRESENTATIVES; Natl Economic Council (NEC); Treasury, Dept of; Federal Housing Finance Agency (FHFA)

Bills named: H.R. 748 (116th)

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.