JPMORGAN CHASE HOLDINGS LLC for JPMORGAN CHASE HOLDINGS LLC

Taxation/Internal Revenue Code TAX

Discussed corporate tax issues.

Contacted: Natl Security Agency (NSA); Treasury, Dept of; Small Business Administration (SBA); Natl Economic Council (NEC); Federal Reserve System; Executive Office of the President (EOP); SENATE; Homeland Security, Dept of (DHS); HOUSE OF REPRESENTATIVES

Small Business SMB

H.R.1799 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.

Contacted: Federal Reserve System; Executive Office of the President (EOP); Natl Economic Council (NEC); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Small Business Administration (SBA); Natl Security Agency (NSA); SENATE; Homeland Security, Dept of (DHS)

Bills named: H.R. 1799 (117th)

Banking BAN

Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.

Contacted: HOUSE OF REPRESENTATIVES; Natl Security Agency (NSA); Natl Economic Council (NEC); Executive Office of the President (EOP); Treasury, Dept of; Small Business Administration (SBA); SENATE; Federal Reserve System; Homeland Security, Dept of (DHS)

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 retirement savings issues, including multi-employer pension plans. 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: HOUSE OF REPRESENTATIVES; Treasury, Dept of; Small Business Administration (SBA); Natl Security Agency (NSA); Federal Reserve System; SENATE; Natl Economic Council (NEC); Homeland Security, Dept of (DHS); Executive Office of the President (EOP)

Consumer Issues/Safety/Products CSP

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

Contacted: Small Business Administration (SBA); Executive Office of the President (EOP); Natl Economic Council (NEC); Homeland Security, Dept of (DHS); Natl Security Agency (NSA); Treasury, Dept of; SENATE; HOUSE OF REPRESENTATIVES; Federal Reserve System

Homeland Security HOM

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

Contacted: SENATE; Treasury, Dept of; Federal Reserve System; Small Business Administration (SBA); Natl Economic Council (NEC); Natl Security Agency (NSA); Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES; Homeland Security, Dept of (DHS)