JPMORGAN CHASE & CO. for JPMORGAN CHASE & CO

Veterans VET

Discussed Veterans hiring, foreclosure relief, and the Servicemembers Civil Relief Act.

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

Homeland Security HOM

S. 754; H.R. 234; S. 456; H.R. 1560; S. 177 - Discussed proposals related to cyber security and data protection.

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

Bills named: S. 177 (114th), S. 754 (114th), S. 456 (114th), H.R. 234 (114th), H.R. 1560 (114th)

Copyright/Patent/Trademark CPT

H.R. 9 - Discussed issues related to financial services patent reform.

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

Bills named: H.R. 9 (114th)

Small Business SMB

Discussed Small Business lending issues.

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

Budget/Appropriations BUD

H.Con.Res 27; S.Con.Res 11 - Discussed issues related to the budget and the implementation of financial services legislation.

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

Bills named: H.Con.Res. 27 (114th), S.Con.Res. 11 (114th)

Insurance INS

H.R. 26 - Discussed the extension of the Terrorism Insurance Program established under the Terrorism Risk Insurance Act of 2002.

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

Bills named: H.R. 26 (114th)

Banking BAN

H.R. 1491 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform and related issues.

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

Bills named: H.R. 1491 (114th)

Trade (domestic/foreign) TRD

H.R. 597; S. 819 - 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.

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

Bills named: S. 819 (114th), H.R. 597 (114th)

Financial Institutions/Investments/Securities FIN

H.R. 37; S. 881 - Discussed implementation of the Basel capital accord, including the Liquidity Coverage Ratio (LCR). Discussed commodities issues; CFTC reauthorization; SEC and equity market structure reform; issues related to central clearing parties (CCPs); proposals on the fiduciary standard for broker-dealers and investment advisers. Discussed proposals related to bank structure, capital requirements, capital formation and market structure; discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed collateralized loan obligations (CLOs).

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

Bills named: S. 881 (114th), H.R. 37 (114th)

Taxation/Internal Revenue Code TAX

H.R. 961 - Discussed various issues related to corporate tax reform; discussed proposals to renew expired tax policies; discussed proposed changes to information reporting requirements.

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

Bills named: H.R. 961 (114th)

Retirement RET

Discussed the impact of proposed changes to the provision of investment advice, fee disclosure, target date funds and plan fiduciaries' responsibilities.

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

Consumer Issues/Safety/Products CSP

H.R.601; S. 423 - Discussed issues related to interchange fees and settlement; discussed consumer protection issues related to financial services and products generally.

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

Bills named: H.R. 601 (114th), S. 423 (114th)

Government Issues GOV

Discussed issues related to settlement agreements with federal agencies; discussed issues related to the public disclosure of federal regulatory records.

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