1st Quarter - Report

JPMORGAN CHASE HOLDINGS LLC for JPMORGAN CHASE HOLDINGS LLC

Firm
Client
Income
—
Expenses
$840,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Consumer Issues/Safety/Products CSP

H.R. 1165-Discussed consumer protection, digital identification, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit cards services.

LobbyistCovered position, as disclosed
TIM BERRY —
DARIN GURIES —
ELIZABETH HERMAN —
BRIDGET HOGAN —
KATHLEEN MELLODY New Counsel, House Financial Services Committee; Deputy Assistant Secretary, Office of Legislative Affairs, US Department of the Treasury; Special Assistant to the President and Senate Liaison, Executive Office of the President
MICHELLE MESACK —
ANDREW ROTHE —
JOHN D. VAN ETTEN —
HILARY WEST —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1165 (118th)

Banking BAN

Discussed bank regulatory policy, home mortgage loan originations, servicing, refinancing and affordable housing issues.

LobbyistCovered position, as disclosed
TIM BERRY —
DARIN GURIES —
ELIZABETH HERMAN —
BRIDGET HOGAN —
KATHLEEN MELLODY New Counsel, House Financial Services Committee; Deputy Assistant Secretary, Office of Legislative Affairs, US Department of the Treasury; Special Assistant to the President and Senate Liaison, Executive Office of the President
MICHELLE MESACK —
ANDREW ROTHE —
JOHN D. VAN ETTEN —
HILARY WEST —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities FIN

Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed issues related to bank structure, capital requirements, capital formation, market structure, and market liquidity. Discussed BSA/AML. Discussed issues around financial technology policy and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates. Discussed digital assets issues.

LobbyistCovered position, as disclosed
JOHN BARTLING —
TIM BERRY —
DARIN GURIES —
ELIZABETH HERMAN —
BRIDGET HOGAN —
KATHLEEN MELLODY New Counsel, House Financial Services Committee; Deputy Assistant Secretary, Office of Legislative Affairs, US Department of the Treasury; Special Assistant to the President and Senate Liaison, Executive Office of the President
MICHELLE MESACK —
ANDREW ROTHE —
JOHN D. VAN ETTEN —
HILARY WEST —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Homeland Security HOM

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

LobbyistCovered position, as disclosed
JOHN BARTLING —
TIM BERRY —
DARIN GURIES —
ELIZABETH HERMAN —
KATHLEEN MELLODY Counsel, House Financial Services Committee; Deputy Assistant Secretary, Office of Legislative Affairs, US Department of the Treasury; Special Assistant to the President and Senate Liaison, Executive Office of the President
MICHELLE MESACK —
ANDREW ROTHE —
JOHN D. VAN ETTEN —
HILARY WEST —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Small Business SMB

Discussed Small Business lending and access to capital issues.

LobbyistCovered position, as disclosed
MICHELLE MESACK —
ANDREW ROTHE —
JOHN D. VAN ETTEN —
HILARY WEST —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Discussed corporate and international tax issues.

LobbyistCovered position, as disclosed
DARIN GURIES —
ELIZABETH HERMAN —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

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.