1st Quarter - Report

JPMORGAN CHASE & CO. for JPMORGAN CHASE & CO

Firm
Client
Income
—
Expenses
$1,590,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Trade (domestic/foreign) TRD

Discussed issues related to the trade negotiations between the United States and European Union, the Trans Pacific Partnership and renewal of Trade Promotion Authority. Discussed the reauthorization of the Export-Import Bank.

LobbyistCovered position, as disclosed
JOHN BARTLING —
NATHAN J. GATTEN —
THOMAS KOONCE —
THOMAS MICHAEL —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —

Contacted: Securities & Exchange Commission (SEC); U.S. Trade Representative (USTR); HOUSE OF REPRESENTATIVES; Federal Reserve System; Federal Housing Finance Agency (FHFA); Treasury, Dept of; Labor, Dept of (DOL); Small Business Administration (SBA); SENATE; Federal Deposit Insurance Corporation (FDIC); Housing & Urban Development, Dept of (HUD); Defense, Dept of (DOD); Commodity Futures Trading Commission (CFTC); Office of the Comptroller of the Currency (OCC); Agriculture, Dept of (USDA)

Small Business SMB

Discussed small business lending issues.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS MICHAEL —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —

Contacted: Securities & Exchange Commission (SEC); Agriculture, Dept of (USDA); Federal Reserve System; Treasury, Dept of; Federal Deposit Insurance Corporation (FDIC); Defense, Dept of (DOD); Housing & Urban Development, Dept of (HUD); HOUSE OF REPRESENTATIVES; Federal Housing Finance Agency (FHFA); Office of the Comptroller of the Currency (OCC); Labor, Dept of (DOL); Commodity Futures Trading Commission (CFTC); U.S. Trade Representative (USTR); Small Business Administration (SBA); SENATE

Immigration IMM

H.R. 2131; S. 744; S. 169 - Discussed issues related to immigration reform.

LobbyistCovered position, as disclosed
JOHN BARTLING —
NATHAN J. GATTEN —

Contacted: Agriculture, Dept of (USDA); Housing & Urban Development, Dept of (HUD); SENATE; Office of the Comptroller of the Currency (OCC); Commodity Futures Trading Commission (CFTC); Treasury, Dept of; Federal Reserve System; Federal Housing Finance Agency (FHFA); U.S. Trade Representative (USTR); HOUSE OF REPRESENTATIVES; Small Business Administration (SBA); Labor, Dept of (DOL); Defense, Dept of (DOD); Federal Deposit Insurance Corporation (FDIC); Securities & Exchange Commission (SEC)

Bills named: S. 744 (113th), S. 169 (113th), H.R. 2131 (113th)

Budget/Appropriations BUD

Discussed the potential impact of fiscal policies related to the federal budget and debt limit.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —

Contacted: Commodity Futures Trading Commission (CFTC); Federal Housing Finance Agency (FHFA); U.S. Trade Representative (USTR); SENATE; Securities & Exchange Commission (SEC); Labor, Dept of (DOL); Agriculture, Dept of (USDA); Treasury, Dept of; Federal Deposit Insurance Corporation (FDIC); Small Business Administration (SBA); Federal Reserve System; Defense, Dept of (DOD); HOUSE OF REPRESENTATIVES; Housing & Urban Development, Dept of (HUD); Office of the Comptroller of the Currency (OCC)

Postal POS

S. 1486; H.R. 2748 - Discussed issues related to U.S. Postal Service modernization.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
HILARY WEST —

Contacted: SENATE; Defense, Dept of (DOD); Small Business Administration (SBA); Labor, Dept of (DOL); Federal Housing Finance Agency (FHFA); Housing & Urban Development, Dept of (HUD); Federal Reserve System; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Agriculture, Dept of (USDA); Federal Deposit Insurance Corporation (FDIC); U.S. Trade Representative (USTR); Office of the Comptroller of the Currency (OCC); Treasury, Dept of; Commodity Futures Trading Commission (CFTC)

Bills named: S. 1486 (113th), H.R. 2748 (113th)

Financial Institutions/Investments/Securities FIN

S. 1861; S. 474; H.R. 634, 677, 992, 1062, 1003, 1256, 1341; S.798, 1282, 985, 1369, H.R. 129, 2374; H. Res. 391; H.R. 4167; H.R. 3623; S. 2124 - Discussed implementation of and potential modification of the Dodd-Frank Act; discussed implementation of the Basel capital accord, including the Liquidity Coverage Ratio (LCR). Discussed commodities issues; CFTC reauthorization; SEC and equity market structure reform; rulemakings on the fiduciary standard for broker-dealers and investment advisers; and proposals related to bank structure, capital requirements, capital formation and market structure. Discussed issues related to IMF quota and governance reform.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS KOONCE —
THOMAS MICHAEL —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —
HILARY WEST —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Federal Reserve System; Small Business Administration (SBA); Treasury, Dept of; U.S. Trade Representative (USTR); Housing & Urban Development, Dept of (HUD); Commodity Futures Trading Commission (CFTC); Federal Housing Finance Agency (FHFA); Securities & Exchange Commission (SEC); Federal Deposit Insurance Corporation (FDIC); Office of the Comptroller of the Currency (OCC); Agriculture, Dept of (USDA); Labor, Dept of (DOL); Defense, Dept of (DOD)

Bills named: H.R. 129 (113th), S. 1861 (113th), S. 474 (113th), H.R. 4167 (113th), S. 2124 (113th), H.Res. 391 (113th), H.R. 3623 (113th), S. 798 (113th), H.R. 634 (113th)

Banking BAN

H.R. 2767, 3211; S. 1376; S. 1217; S. 249; S.563; H.R. 240; S. 10; H.R. 858; H.R. 2642; S. 954, S. 1610, H.R. 3370 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform and related issues; discussed flood insurance reform; discussed issues affecting the USDA's rural housing programs.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS KOONCE —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
HILARY WEST —

Contacted: U.S. Trade Representative (USTR); SENATE; Office of the Comptroller of the Currency (OCC); Agriculture, Dept of (USDA); Federal Housing Finance Agency (FHFA); Federal Deposit Insurance Corporation (FDIC); Defense, Dept of (DOD); Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Federal Reserve System; Labor, Dept of (DOL); Small Business Administration (SBA); Housing & Urban Development, Dept of (HUD); Treasury, Dept of

Bills named: S. 563 (113th), S. 10 (113th), S. 1610 (113th), S. 1217 (113th), S. 249 (113th), S. 1376 (113th), H.R. 240 (113th), H.R. 2642 (113th), H.R. 858 (113th), H.R. 3370 (113th), S. 954 (113th), H.R. 2767 (113th)

Taxation/Internal Revenue Code TAX

Discussed various issues related to corporate tax reform; discussed proposals to extend the active finance exception to Subpart F; discussed proposals to reform the taxation of financial products.

LobbyistCovered position, as disclosed
JOHN BARTLING —
NATHAN J. GATTEN —
THOMAS KOONCE —
THOMAS MICHAEL —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
PIERCE SCRANTON —

Contacted: Commodity Futures Trading Commission (CFTC); Federal Housing Finance Agency (FHFA); Small Business Administration (SBA); Federal Deposit Insurance Corporation (FDIC); SENATE; Office of the Comptroller of the Currency (OCC); Federal Reserve System; Treasury, Dept of; Housing & Urban Development, Dept of (HUD); U.S. Trade Representative (USTR); Agriculture, Dept of (USDA); Labor, Dept of (DOL); Defense, Dept of (DOD); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC)

Retirement RET

Discussed the impact of proposed changes to the provision of investment advice, fee disclosure, target date funds and plan fiduciaries' responsibilities with respect to brokerage windows in 401(k) plans.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS KOONCE —
BRENDAN REILLY —
PIERCE SCRANTON —

Contacted: SENATE; Treasury, Dept of; Labor, Dept of (DOL); Small Business Administration (SBA); Commodity Futures Trading Commission (CFTC); U.S. Trade Representative (USTR); Securities & Exchange Commission (SEC); Federal Deposit Insurance Corporation (FDIC); HOUSE OF REPRESENTATIVES; Housing & Urban Development, Dept of (HUD); Agriculture, Dept of (USDA); Defense, Dept of (DOD); Federal Reserve System; Federal Housing Finance Agency (FHFA); Office of the Comptroller of the Currency (OCC)

Copyright/Patent/Trademark CPT

S. 866, 1013; H.R. 845, 2024, S. 1720, S. 1612, H.R. 3309 - Discussed issues related to financial services patent reform.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
HILARY WEST —

Contacted: Federal Reserve System; Commodity Futures Trading Commission (CFTC); Securities & Exchange Commission (SEC); SENATE; Agriculture, Dept of (USDA); Treasury, Dept of; Small Business Administration (SBA); Housing & Urban Development, Dept of (HUD); Federal Deposit Insurance Corporation (FDIC); Federal Housing Finance Agency (FHFA); Office of the Comptroller of the Currency (OCC); Defense, Dept of (DOD); U.S. Trade Representative (USTR); Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES

Bills named: S. 1720 (113th), S. 1612 (113th), H.R. 845 (113th), H.R. 3309 (113th), S. 866 (113th)

Veterans VET

H.R. 1842; H.R. 1960; H.R. 821, H.R. 2481, S. 1579, S. 1999 - Discussed Veterans hiring and the Servicemembers Civil Relief Act.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS KOONCE —
THOMAS MICHAEL —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
HILARY WEST —

Contacted: Treasury, Dept of; Federal Housing Finance Agency (FHFA); Commodity Futures Trading Commission (CFTC); Defense, Dept of (DOD); Agriculture, Dept of (USDA); Office of the Comptroller of the Currency (OCC); Labor, Dept of (DOL); SENATE; HOUSE OF REPRESENTATIVES; Small Business Administration (SBA); Federal Reserve System; Securities & Exchange Commission (SEC); Housing & Urban Development, Dept of (HUD); Federal Deposit Insurance Corporation (FDIC); U.S. Trade Representative (USTR)

Bills named: H.R. 1842 (113th), S. 1999 (113th), H.R. 821 (113th), H.R. 1960 (113th), H.R. 2481 (113th), S. 1579 (113th)

Insurance INS

S. 2244, H.R. 508 - Discussed the extension of the Terrorism Insurance Program established under the Terrorism Risk Insurance Act of 2002.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
STEVEN R PATTERSON —

Contacted: Defense, Dept of (DOD); SENATE; U.S. Trade Representative (USTR); Labor, Dept of (DOL); Federal Reserve System; Federal Housing Finance Agency (FHFA); Treasury, Dept of; Commodity Futures Trading Commission (CFTC); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Housing & Urban Development, Dept of (HUD); Agriculture, Dept of (USDA); Small Business Administration (SBA); Federal Deposit Insurance Corporation (FDIC); Office of the Comptroller of the Currency (OCC)

Bills named: S. 2244 (113th), H.R. 508 (113th)

Consumer Issues/Safety/Products CSP

S.172; H.R. 990; H.R. 1261; S. 1229 - Discussed issues related to interchange fees and settlement; discussed ATM placard provisions; discussed consumer protection issues related to financial services and products generally.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
THOMAS KOONCE —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
HILARY WEST —

Contacted: Securities & Exchange Commission (SEC); Treasury, Dept of; Commodity Futures Trading Commission (CFTC); Labor, Dept of (DOL); SENATE; Housing & Urban Development, Dept of (HUD); Agriculture, Dept of (USDA); Small Business Administration (SBA); Federal Reserve System; Federal Deposit Insurance Corporation (FDIC); HOUSE OF REPRESENTATIVES; U.S. Trade Representative (USTR); Office of the Comptroller of the Currency (OCC); Defense, Dept of (DOD); Federal Housing Finance Agency (FHFA)

Bills named: S. 172 (113th), H.R. 1261 (113th), S. 1229 (113th), H.R. 990 (113th)

Labor Issues/Antitrust/Workplace LBR

Discussed workforce training issues.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
STEVEN R PATTERSON —
JASON ROSENBERG —

Contacted: U.S. Trade Representative (USTR); Securities & Exchange Commission (SEC); Treasury, Dept of; Federal Deposit Insurance Corporation (FDIC); Federal Reserve System; Labor, Dept of (DOL); Office of the Comptroller of the Currency (OCC); Housing & Urban Development, Dept of (HUD); HOUSE OF REPRESENTATIVES; Agriculture, Dept of (USDA); Defense, Dept of (DOD); Commodity Futures Trading Commission (CFTC); Small Business Administration (SBA); SENATE; Federal Housing Finance Agency (FHFA)

Homeland Security HOM

S. 884, S. 21, H.R. 1468, H.R. 624, H.R. 3696, S. 1927 - Discussed proposals related to cyber security and data protection.

LobbyistCovered position, as disclosed
NATHAN J. GATTEN —
STEVEN R PATTERSON —
BRENDAN REILLY —
JASON ROSENBERG —
HILARY WEST —

Contacted: Securities & Exchange Commission (SEC); Office of the Comptroller of the Currency (OCC); Housing & Urban Development, Dept of (HUD); U.S. Trade Representative (USTR); Treasury, Dept of; Small Business Administration (SBA); Federal Deposit Insurance Corporation (FDIC); Federal Reserve System; Federal Housing Finance Agency (FHFA); Agriculture, Dept of (USDA); HOUSE OF REPRESENTATIVES; Commodity Futures Trading Commission (CFTC); Defense, Dept of (DOD); SENATE; Labor, Dept of (DOL)

Bills named: S. 21 (113th), H.R. 624 (113th), S. 884 (113th), H.R. 3696 (113th), H.R. 1468 (113th), S. 1927 (113th)

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.