JPMORGAN CHASE HOLDINGS LLC for JPMORGAN CHASE HOLDINGS LLC

Small Business SMB

Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.

Contacted: White House Office; Treasury, Dept of; Small Business Administration (SBA); Natl Economic Council (NEC); SENATE; Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Discussed corporate tax issues.

Contacted: Natl Economic Council (NEC); Treasury, Dept of; Small Business Administration (SBA); Executive Office of the President (EOP); SENATE; White House Office; HOUSE OF REPRESENTATIVES

Banking BAN

H.R.2553 - Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.

Contacted: White House Office; Treasury, Dept of; Natl Economic Council (NEC); Executive Office of the President (EOP); SENATE; Small Business Administration (SBA); HOUSE OF REPRESENTATIVES

Bills named: H.R. 2553 (117th)

Financial Institutions/Investments/Securities FIN

H.R.2553; H.R.3571; H.R.3948 - 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 retirement savings issues. Discussed issues around financial technology policy. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates and the LIBOR transition.

Contacted: Small Business Administration (SBA); Natl Economic Council (NEC); Executive Office of the President (EOP); SENATE; White House Office; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3571 (117th), H.R. 3948 (117th), H.R. 2553 (117th)

Consumer Issues/Safety/Products CSP

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

Contacted: HOUSE OF REPRESENTATIVES; White House Office; Treasury, Dept of; Natl Economic Council (NEC); Executive Office of the President (EOP); Small Business Administration (SBA); SENATE

Homeland Security HOM

S.1316 - Discussed proposals related to cyber security, data protection, and notification issues.

Contacted: Treasury, Dept of; White House Office; SENATE; HOUSE OF REPRESENTATIVES; Executive Office of the President (EOP); Small Business Administration (SBA); Natl Economic Council (NEC)

Bills named: S. 1316 (117th)