Mid-Year Report

JPMORGAN CHASE & CO. for JPMORGAN CHASE & CO

Firm
Client
Income
—
Expenses
$2,300,000

What was lobbied

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

Immigration IMM

S 1639 "Unaccompanied Alien Child Protection Act" (raise quota of H-1B visas); S 1348 "Comprehensive Immigration Reform Act" (discuss role of banks in enforcement of immigration law).

LobbyistCovered position, as disclosed
NAOMI G CAMPER DEM STF DIR, SEN SUBCOM FINANCIAL INSTITUTIONS
ROBERT E GRINER CHIEF OF STAFF, REP. DAVID SCOTT
JAMES A KELLER N/A
RICK LAZIO N/A
STEVEN R PATTERSON STAFF DIR, SEN SUBCOM ECONOMIC POLICY
STEPHEN S RUHLEN N/A

Contacted: Housing & Urban Development, Dept of (HUD); Executive Office of the President (EOP); Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; SENATE; Justice, Dept of (DOJ); Securities & Exchange Commission (SEC); Commerce, Dept of (DOC); Natl Security Council (NSC); Federal Reserve System; Council on Environmental Quality (CEQ); Treasury, Dept of; Federal Housing Finance Agency (FHFA)

Copyright/Patent/Trademark CPT

HR 1908 and S 1145 "Patent Reform Act" (reforms the process for issuing patents and the rules governing patent infringement).

LobbyistCovered position, as disclosed
NAOMI G CAMPER DEM STF DIR, SEN SUBCOM FINANCIAL INSTITUTIONS
ROBERT E GRINER CHIEF OF STAFF, REP. DAVID SCOTT
JAMES A KELLER N/A
RICK LAZIO N/A
STEVEN R PATTERSON STAFF DIR, SEN SUBCOM ECONOMIC POLICY
STEPHEN S RUHLEN N/A

Contacted: Natl Security Council (NSC); Housing & Urban Development, Dept of (HUD); HOUSE OF REPRESENTATIVES; Office of the Comptroller of the Currency (OCC); Justice, Dept of (DOJ); Council on Environmental Quality (CEQ); Federal Reserve System; Commerce, Dept of (DOC); Treasury, Dept of; Securities & Exchange Commission (SEC); Executive Office of the President (EOP); Federal Housing Finance Agency (FHFA); SENATE

Bills named: H.R. 1908 (110th)

Energy/Nuclear ENG

Discuss tax incentives for alternative energy investments; Work on the implementation of the Department of Energy's Title 17 loan guarantee programs to improve energy industry.

LobbyistCovered position, as disclosed
NAOMI G CAMPER DEM STF DIR, SEN SUBCOM FINANCIAL INSTITUTIONS
ROBERT E GRINER CHIEF OF STAFF, REP. DAVID SCOTT
JAMES A KELLER N/A
RICK LAZIO N/A
STEVEN R PATTERSON STAFF DIR, SEN SUBCOM ECONOMIC POLICY
STEPHEN S RUHLEN N/A

Contacted: Treasury, Dept of; Federal Housing Finance Agency (FHFA); SENATE; Office of the Comptroller of the Currency (OCC); Commerce, Dept of (DOC); Housing & Urban Development, Dept of (HUD); Council on Environmental Quality (CEQ); HOUSE OF REPRESENTATIVES; Federal Reserve System; Securities & Exchange Commission (SEC); Executive Office of the President (EOP); Natl Security Council (NSC); Justice, Dept of (DOJ)

Trade (domestic/foreign) TRD

Discuss issues related to remedies and signing of the Korea Free Trade Agreement; Discuss market access goals within the framework of the US/China Strategic Economic Dialogue. HR 556 "National Security Foreign Investment Reform and Strengthened Transparency Act" and S 1610 "Foreign Investment and National Security Act" (establish Committee on Foreign Investment in the United States); S 1607 "Currency Exchange Rate Oversight Reform Act" (identify misalligned currency and require action to correct).

LobbyistCovered position, as disclosed
NAOMI G CAMPER DEM STF DIR, SEN SUBCOM FINANCIAL INSTITUTIONS
ROBERT E GRINER CHIEF OF STAFF, REP. DAVID SCOTT
JAMES A KELLER N/A
RICK LAZIO N/A
STEVEN R PATTERSON STAFF DIR, SEN SUBCOM ECONOMIC POLICY
STEPHEN S RUHLEN N/A

Contacted: Federal Housing Finance Agency (FHFA); SENATE; HOUSE OF REPRESENTATIVES; Housing & Urban Development, Dept of (HUD); Justice, Dept of (DOJ); Commerce, Dept of (DOC); Securities & Exchange Commission (SEC); Natl Security Council (NSC); Office of the Comptroller of the Currency (OCC); Federal Reserve System; Treasury, Dept of; Executive Office of the President (EOP); Council on Environmental Quality (CEQ)

Bills named: H.R. 556 (110th)

Banking BAN

Predatory Lending Reform (protect home buyers from predatory lending practices and support legislation providing for federal preemption of state predatory lending laws); HR 1066 "Depository Institution Community Development Investments Enhancement Act"; Data / Security / Privacy (educate as to implications of proposed legislation dealing with data security and consumer notification); Credit Cards Payments Processing (educate on the role of interchange in the electronic payments network); S 473 "Combating Money Laundering and Terrorist Financing Act" (improve the prohibitions on money laundering); HR 698 "Industrial Bank Holding Company Act" (amend the FDIA to establish industrial bank holding company regulation). S 1395 "Stop Unfair Credit Card Practices" and HR 2146 "Universal Default Prohibition Act" (address concerns and educate members of Congress on credit card pricing and marketing practices);

LobbyistCovered position, as disclosed
NAOMI G CAMPER DEM STF DIR, SEN SUBCOM FINANCIAL INSTITUTIONS
ROBERT E GRINER CHIEF OF STAFF, REP. DAVID SCOTT
JAMES A KELLER N/A
RICK LAZIO N/A
STEVEN R PATTERSON STAFF DIR, SEN SUBCOM ECONOMIC POLICY
STEPHEN S RUHLEN N/A

Contacted: Natl Security Council (NSC); Treasury, Dept of; SENATE; Justice, Dept of (DOJ); Federal Reserve System; Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; Federal Housing Finance Agency (FHFA); Securities & Exchange Commission (SEC); Commerce, Dept of (DOC); Executive Office of the President (EOP); Council on Environmental Quality (CEQ); Housing & Urban Development, Dept of (HUD)

Bills named: H.R. 1066 (110th), H.R. 698 (110th), H.R. 2146 (110th)

Financial Institutions/Investments/Securities FIN

PL 109-364 (educate on the impact of potential rules covering the availability and terms of credit products to active duty military and their dependents); Discuss ideas to ensure U.S. global economic competitiveness; Discuss firm's rule of hedge fund management and Treasury's new hedge fund rules; S 577 "Oil and Gas Traders Oversight Act" and HR 594 "Prevent Unfair Manipulation of Prices Act" (add a provision to the Commodity Exchange Act relating to reporting and recordkeeping for positions involving energy commodities); Discuss cross-border broker dealer access with SEC officials. HR 1427 "Federal Housing Reform Act" (reform regulation of government-sponsored enterprises); Work to promote an agreement on the Basel accords;

LobbyistCovered position, as disclosed
NAOMI G CAMPER DEM STF DIR, SEN SUBCOM FINANCIAL INSTITUTIONS
ROBERT E GRINER CHIEF OF STAFF, REP. DAVID SCOTT
JAMES A KELLER N/A
RICK LAZIO N/A
STEVEN R PATTERSON STAFF DIR, SEN SUBCOM ECONOMIC POLICY
STEPHEN S RUHLEN N/A

Contacted: Housing & Urban Development, Dept of (HUD); HOUSE OF REPRESENTATIVES; Natl Security Council (NSC); Federal Reserve System; Justice, Dept of (DOJ); Commerce, Dept of (DOC); SENATE; Executive Office of the President (EOP); Council on Environmental Quality (CEQ); Treasury, Dept of; Securities & Exchange Commission (SEC); Office of the Comptroller of the Currency (OCC); Federal Housing Finance Agency (FHFA)

Bills named: H.R. 594 (110th), H.R. 1427 (110th)

Taxation/Internal Revenue Code TAX

Discuss technical correction regarding conversions of certain common trust funds; HR 1677 "Taxpayer Protection Act" (educate lawmakers on the impact of restrictions on regulated, short-term loan products). S 940 and HR 1509 (extend the active finance exception to Subpart F of the Internal Revenue Code, which requires current taxation of income earned overseas); Discuss changes in federal income taxation of deferred compensation;

LobbyistCovered position, as disclosed
NAOMI G CAMPER DEM STF DIR, SEN SUBCOM FINANCIAL INSTITUTIONS
ROBERT E GRINER CHIEF OF STAFF, REP. DAVID SCOTT
JAMES A KELLER N/A
RICK LAZIO N/A
STEVEN R PATTERSON STAFF DIR, SEN SUBCOM ECONOMIC POLICY
STEPHEN S RUHLEN N/A

Contacted: Council on Environmental Quality (CEQ); SENATE; Natl Security Council (NSC); Executive Office of the President (EOP); Federal Reserve System; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Justice, Dept of (DOJ); Office of the Comptroller of the Currency (OCC); Commerce, Dept of (DOC); Federal Housing Finance Agency (FHFA); Treasury, Dept of; Housing & Urban Development, Dept of (HUD)

Bills named: H.R. 1677 (110th), H.R. 1509 (110th)

Housing HOU

Discuss the Rural Housing Guaranteed Loan Program (Section 502) with lawmakers; HR 1227 "Gulf Coast Hurricane Recovery Act" (discuss FHA conveyance of Hurricane Katrina properties).

LobbyistCovered position, as disclosed
NAOMI G CAMPER DEM STF DIR, SEN SUBCOM FINANCIAL INSTITUTIONS
ROBERT E GRINER CHIEF OF STAFF, REP. DAVID SCOTT
JAMES A KELLER N/A
RICK LAZIO N/A
STEVEN R PATTERSON STAFF DIR, SEN SUBCOM ECONOMIC POLICY
STEPHEN S RUHLEN N/A

Contacted: Office of the Comptroller of the Currency (OCC); Federal Housing Finance Agency (FHFA); Council on Environmental Quality (CEQ); Securities & Exchange Commission (SEC); Housing & Urban Development, Dept of (HUD); Commerce, Dept of (DOC); Treasury, Dept of; Natl Security Council (NSC); Federal Reserve System; Executive Office of the President (EOP); Justice, Dept of (DOJ); HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1227 (110th)

Insurance INS

HR 1682 "Flood Insurance Reform and Modernization Act" and HR 3121 (restore the financial solvency of the national flood insurance program and make available multiperil coverange for damage resulting from windstorms and floods); HR 2761 "Terrorism Risk Insurance Revision and Extension Act" (extend the Terrorism Insurance Program of the Treasury Dept).

LobbyistCovered position, as disclosed
NAOMI G CAMPER DEM STF DIR, SEN SUBCOM FINANCIAL INSTITUTIONS
ROBERT E GRINER CHIEF OF STAFF, REP. DAVID SCOTT
JAMES A KELLER N/A
RICK LAZIO N/A
STEVEN R PATTERSON STAFF DIR, SEN SUBCOM ECONOMIC POLICY
STEPHEN S RUHLEN N/A

Contacted: SENATE; Securities & Exchange Commission (SEC); Housing & Urban Development, Dept of (HUD); Natl Security Council (NSC); Treasury, Dept of; Federal Housing Finance Agency (FHFA); Executive Office of the President (EOP); Council on Environmental Quality (CEQ); HOUSE OF REPRESENTATIVES; Office of the Comptroller of the Currency (OCC); Justice, Dept of (DOJ); Commerce, Dept of (DOC); Federal Reserve System

Bills named: H.R. 3121 (110th), H.R. 2761 (110th), H.R. 1682 (110th)

Education EDU

HR 5 "College Student Relief Act," HR 2669 "College Cost Reduction Act" and "Higher Education Access Act" amendments, HR 890 "Student Loan Sunshine Act," and S 1642 "Higher Education Amendments" (all concern reforms of student lending practices); S 1561 (concerns the nondischargeability of private student loans in bankruptcy)

LobbyistCovered position, as disclosed
NAOMI G CAMPER DEM STF DIR, SEN SUBCOM FINANCIAL INSTITUTIONS
ROBERT E GRINER CHIEF OF STAFF, REP. DAVID SCOTT
JAMES A KELLER N/A
RICK LAZIO N/A
STEVEN R PATTERSON STAFF DIR, SEN SUBCOM ECONOMIC POLICY
STEPHEN S RUHLEN N/A

Contacted: Housing & Urban Development, Dept of (HUD); Council on Environmental Quality (CEQ); Commerce, Dept of (DOC); Federal Housing Finance Agency (FHFA); Executive Office of the President (EOP); Treasury, Dept of; Office of the Comptroller of the Currency (OCC); Securities & Exchange Commission (SEC); SENATE; Natl Security Council (NSC); Federal Reserve System; Justice, Dept of (DOJ); HOUSE OF REPRESENTATIVES

Bills named: H.R. 5 (110th), H.R. 2669 (110th), H.R. 890 (110th)

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.