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Reported covered position: Legislative Director and Senior Policy Advisor to Rep. Kyrsten Sinema; Legislative Assistant to Sen. Ben Nelson
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
PPP Extension Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1799 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
Real Estate Valuation Fairness and Improvement Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.2553 - Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2021 · third_quarter · Q3
Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
Source: Senate LDA
Real Estate Valuation Fairness and Improvement Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
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.
Climate Change Financial Risk Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
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.
Climate Change Financial Risk Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3571; H.R.4616 - 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 issues around financial technology policy. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates and the LIBOR transition.
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.
Adjustable Interest Rate (LIBOR) Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3571; H.R.4616 - 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 issues around financial technology policy. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates and the LIBOR transition.
Consolidated Appropriations Act, 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S.4049; S.3441; S.5047; H.R.133 - Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and Federal Reserve lending facilities. 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.
Consolidated Appropriations Act, 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.133 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
Consolidated Appropriations Act, 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.133 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
Consolidated Appropriations Act, 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.133 - Discussed home mortgage loan originations, servicing, and refinancing; discussed FHA lending and related issues.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.3551; H.R.3164; H.R.4895; S.2563; H.R.748 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Making appropriations for Agriculture, Rural Development, Food and Drug Administration, and Related Agencies programs for the fiscal year ending September 30, 2020, and for other purposes.
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.3551; H.R.3164; H.R.4895; S.2563; H.R.748 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
National Flood Insurance Program Reauthorization Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3167; H.R.748 - Discussed home mortgage loan originations, servicing, and refinancing; discussed FHA lending and related issues; discussed flood insurance and related issues.
National Flood Insurance Program Reauthorization Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3167; H.R.748 - Discussed home mortgage loan originations, servicing, and refinancing; discussed FHA lending and related issues; discussed flood insurance and related issues.
Restoring Oversight for Members of Congress Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3551; H.R.4895; S.2563; H.R.748; S.1431; S.4049 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. 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.
Restoring Oversight for Members of Congress Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3551; S.2563; S.4049; S.1624; S.4775 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals 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.
Restoring Oversight for Members of Congress Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.3551; H.R.3164; H.R.4895; S.2563; H.R.748 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
CFTC Reauthorization Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3551; H.R.4895; S.2563; H.R.748; S.1431; S.4049 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. 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.
CFTC Reauthorization Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.3551; H.R.3164; H.R.4895; S.2563; H.R.748 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Paycheck Protection Program Flexibility Act of 2020
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.748; S.3833; H.R.7010; H.R.6886 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
Paycheck Protection Program Flexibility Act of 2020
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S.3833; H.R.7010; H.R.6886; H.R.7777; S.4117 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
Paycheck Protection Program Flexibility Act of 2020
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.748; S.3833; H.R.7010; H.R.6886 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
Paycheck Protection Program Flexibility Act of 2020
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S.3833; H.R.7010; H.R.6886; H.R.7777; S.4117 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
H.R.748; S.3833; H.R.7010; H.R.6886 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
H.R.3167; H.R.748 - Discussed home mortgage loan originations, servicing, and refinancing; discussed FHA lending and related issues; discussed flood insurance and related issues.
H.R.748 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
H.R.748 - Discussed Small Business lending and access to capital issues.
H.R.1994; H.R.3551; H.R.3164; H.R.4895; S.2563; H.R.748 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
H.R.748 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
H.R.3167; H.R.748 - Discussed home mortgage loan originations, servicing, and refinancing; discussed FHA lending and related issues; discussed flood insurance and related issues.
H.R.3551; H.R.4895; S.2563; H.R.748; S.1431; S.4049 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. 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.
Paycheck Protection Small Business Forgiveness Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S.3833; H.R.7010; H.R.6886; H.R.7777; S.4117 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
Retirement Security and Savings Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3551; H.R.4895; S.2563; H.R.748; S.1431; S.4049 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. 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.
H.R.3551; S.2563; S.4049; S.1624; S.4775 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals 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.
H.R.1994; H.R.3551; H.R.3164; H.R.4895; S.2563; H.R.748 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
H.R.3551; H.R.4895; S.2563; H.R.748; S.1431; S.4049 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. 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.
H.R.3551; S.2563; S.4049; S.1624; S.4775 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals 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.
Fair Hiring in Banking Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S.4049; S.3441; S.5047; H.R.133 - Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and Federal Reserve lending facilities. 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.
A bill to extend the loan forgiveness period for the paycheck protection program, and for other purposes.
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.748; S.3833; H.R.7010; H.R.6886 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
A bill to extend the loan forgiveness period for the paycheck protection program, and for other purposes.
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S.3833; H.R.7010; H.R.6886; H.R.7777; S.4117 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
National Defense Authorization Act for Fiscal Year 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3551; H.R.4895; S.2563; H.R.748; S.1431; S.4049 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. 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.
National Defense Authorization Act for Fiscal Year 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3551; S.2563; S.4049; S.1624; S.4775 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals 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.
National Defense Authorization Act for Fiscal Year 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S.4049; S.3441; S.5047; H.R.133 - Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and Federal Reserve lending facilities. 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.
Paycheck Protection Small Business Forgiveness Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S.3833; H.R.7010; H.R.6886; H.R.7777; S.4117 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
A bill to provide continued emergency assistance, educational support, and health care response for individuals, families, and businesses affected by the 2020 coronavirus pandemic.
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3551; S.2563; S.4049; S.1624; S.4775 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals 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.
Clean Slate Act of 2020
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S.4049; S.3441; S.5047; H.R.133 - Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and Federal Reserve lending facilities. 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.
Further Additional Continuing Appropriations Act, 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.264; H.R.265; H.J.Res 28; H.R.1994; S.733 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed access to capital for emerging growth companies. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
SAFE Banking Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; H.R.4895; S.2563 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
SAFE Banking Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; S.2563 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; H.R.4895; S.2563 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; S.2563 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.264; H.R.265; H.J.Res 28; H.R.1994; S.733 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed access to capital for emerging growth companies. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Corporate Transparency Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; S.2563 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Corporate Transparency Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; H.R.4895; S.2563 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Corporate Transparency Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; H.R.4895; S.2563 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; S.2563 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Financial Services and General Government Appropriations Act, 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.264; H.R.265; H.J.Res 28; H.R.1994; S.733 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed access to capital for emerging growth companies. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.264; H.R.265; H.J.Res 28; H.R.1994; S.733 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed access to capital for emerging growth companies. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Making appropriations for Agriculture, Rural Development, Food and Drug Administration, and Related Agencies programs for the fiscal year ending September 30, 2020, and for other purposes.
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; S.2563 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Making appropriations for Agriculture, Rural Development, Food and Drug Administration, and Related Agencies programs for the fiscal year ending September 30, 2020, and for other purposes.
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Making appropriations for Agriculture, Rural Development, Food and Drug Administration, and Related Agencies programs for the fiscal year ending September 30, 2020, and for other purposes.
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; H.R.4895; S.2563 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
National Flood Insurance Program Reauthorization Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3167; S.540 - Discussed home mortgage loan originations, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
National Flood Insurance Program Reauthorization Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3167 - Discussed home mortgage loan originations, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
Restoring Oversight for Members of Congress Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; H.R.4895; S.2563 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Restoring Oversight for Members of Congress Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Restoring Oversight for Members of Congress Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; S.2563 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
CFTC Reauthorization Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; H.R.4895; S.2563 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; H.R.4895; S.2563 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; S.2563 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Self-Employed Mortgage Access Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3167; S.540 - Discussed home mortgage loan originations, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
Consumer Financial Choice and Capital Markets Protection Act of 2019
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.264; H.R.265; H.J.Res 28; H.R.1994; S.733 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed access to capital for emerging growth companies. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Making further continuing appropriations for fiscal year 2019, and for other purposes.
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1667; H.R.3179; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.4790; H.R.4659; H.R.5749; H.R.5961; H.R.6258; H.R.6068; H.R.6147; H.R.6757; H.R.3555; H.R.5282; S.3107; S.2526; S.868; H.R.2055; H.R.695; S.488; H.J.Res.143; - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy voting issues. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed the recommendations from the Treasury Financial Reports. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy.
Municipal Finance Support Act of 2017
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5323; H.R.5749; S.3107; H.R.5961; H.R.6258; H.R.6068; S.2499; H.R.5841; S.2098 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy advisors. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendation from the Treasury Financial Reports. Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed e-delivery issues.
Municipal Finance Support Act of 2017
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5749; H.R.5961; H.R.6258; H.R.6068; H.R.6157; H.R.6147; H.R.6757; H.R.3555; H.R. 5282; S.3107; S.2526; S.2499; H.R.2319 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy voting issues. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendations from the Treasury Financial Reports. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy.
Municipal Finance Support Act of 2017
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5323; H.R.5749; S.3107; H.R.5961; H.R.6258; H.R.6068; S.2499; H.R.5841; S.2098 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy advisors. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendation from the Treasury Financial Reports. Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed e-delivery issues.
Municipal Finance Support Act of 2017
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3280; H.R.3439; H.R.3268; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.1625; H.R.4790; H.R.4659; H.R.5323 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed Fiduciary Rule. Discussed e-delivery issues.
Consolidated Appropriations Act, 2018
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3280; H.R.3439; H.R.3268; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.1625; H.R.4790; H.R.4659; H.R.5323 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed Fiduciary Rule. Discussed e-delivery issues.
Financial Institution Bankruptcy Act of 2017
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5323; H.R.5749; S.3107; H.R.5961; H.R.6258; H.R.6068; S.2499; H.R.5841; S.2098 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy advisors. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendation from the Treasury Financial Reports. Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed e-delivery issues.
Financial Institution Bankruptcy Act of 2017
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1667; H.R.3179; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.4790; H.R.4659; H.R.5749; H.R.5961; H.R.6258; H.R.6068; H.R.6147; H.R.6757; H.R.3555; H.R.5282; S.3107; S.2526; S.868; H.R.2055; H.R.695; S.488; H.J.Res.143; - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy voting issues. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed the recommendations from the Treasury Financial Reports. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy.
Financial Institution Bankruptcy Act of 2017
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5749; H.R.5961; H.R.6258; H.R.6068; H.R.6157; H.R.6147; H.R.6757; H.R.3555; H.R. 5282; S.3107; S.2526; S.2499; H.R.2319 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy voting issues. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendations from the Treasury Financial Reports. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy.
Financial Institution Bankruptcy Act of 2017
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5323; H.R.5749; S.3107; H.R.5961; H.R.6258; H.R.6068; S.2499; H.R.5841; S.2098 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy advisors. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendation from the Treasury Financial Reports. Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed e-delivery issues.
Financial Institution Bankruptcy Act of 2017
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3280; H.R.3439; H.R.3268; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.1625; H.R.4790; H.R.4659; H.R.5323 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed Fiduciary Rule. Discussed e-delivery issues.
Lifetime Income Disclosure Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1667; H.R.3179; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.4790; H.R.4659; H.R.5749; H.R.5961; H.R.6258; H.R.6068; H.R.6147; H.R.6757; H.R.3555; H.R.5282; S.3107; S.2526; S.868; H.R.2055; H.R.695; S.488; H.J.Res.143; - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy voting issues. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed the recommendations from the Treasury Financial Reports. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy.
Pension, Endowment, and Mutual Fund Access to Banking Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5749; H.R.5961; H.R.6258; H.R.6068; H.R.6157; H.R.6147; H.R.6757; H.R.3555; H.R. 5282; S.3107; S.2526; S.2499; H.R.2319 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy voting issues. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendations from the Treasury Financial Reports. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy.
Pension, Endowment, and Mutual Fund Access to Banking Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5323; H.R.5749; S.3107; H.R.5961; H.R.6258; H.R.6068; S.2499; H.R.5841; S.2098 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy advisors. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendation from the Treasury Financial Reports. Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed e-delivery issues.
Pension, Endowment, and Mutual Fund Access to Banking Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3280; H.R.3439; H.R.3268; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.1625; H.R.4790; H.R.4659; H.R.5323 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed Fiduciary Rule. Discussed e-delivery issues.
Pension, Endowment, and Mutual Fund Access to Banking Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5323; H.R.5749; S.3107; H.R.5961; H.R.6258; H.R.6068; S.2499; H.R.5841; S.2098 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy advisors. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendation from the Treasury Financial Reports. Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed e-delivery issues.
S.563; H.R.2874; S.1685; H.R.2155 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
S.563; H.R.2874; S.1685; H.R.2155 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
H.R.5993; H.R.2155 - Discussed consumer protection and privacy issues related to financial services and products.
H.R.5993; H.R.2155 - Discussed consumer protection and privacy issues related to financial services and products.
Consumer Financial Choice and Capital Markets Protection Act of 2018
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5749; H.R.5961; H.R.6258; H.R.6068; H.R.6157; H.R.6147; H.R.6757; H.R.3555; H.R. 5282; S.3107; S.2526; S.2499; H.R.2319 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy voting issues. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendations from the Treasury Financial Reports. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy.
Consumer Financial Choice and Capital Markets Protection Act of 2018
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1667; H.R.3179; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.4790; H.R.4659; H.R.5749; H.R.5961; H.R.6258; H.R.6068; H.R.6147; H.R.6757; H.R.3555; H.R.5282; S.3107; S.2526; S.868; H.R.2055; H.R.695; S.488; H.J.Res.143; - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy voting issues. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed the recommendations from the Treasury Financial Reports. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy.
Consumer Financial Choice and Capital Markets Protection Act of 2018
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5323; H.R.5749; S.3107; H.R.5961; H.R.6258; H.R.6068; S.2499; H.R.5841; S.2098 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy advisors. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendation from the Treasury Financial Reports. Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed e-delivery issues.
Consumer Financial Choice and Capital Markets Protection Act of 2018
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3280; H.R.3439; H.R.3268; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.1625; H.R.4790; H.R.4659; H.R.5323 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed Fiduciary Rule. Discussed e-delivery issues.
Consumer Financial Choice and Capital Markets Protection Act of 2018
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5323; H.R.5749; S.3107; H.R.5961; H.R.6258; H.R.6068; S.2499; H.R.5841; S.2098 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy advisors. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendation from the Treasury Financial Reports. Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed e-delivery issues.
H.R.3571; H.R.4616 - 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 issues around financial technology policy. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates and the LIBOR transition.
Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.
Filing targets: Consumer Financial Protection Bureau (CFPB), Executive Office of the President (EOP), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), SENATE, Small Business Administration (SBA), Treasury, Dept of
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2021 · second_quarter · Q2
Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
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.
H.R.2553 - Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.
Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2021 · first_quarter · Q1
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.
H.R.1799 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.
Filing targets: Executive Office of the President (EOP), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Natl Security Agency (NSA), SENATE, Small Business Administration (SBA), Treasury, Dept of
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2020 · fourth_quarter · Q4
H.R.133 - Discussed home mortgage loan originations, servicing, and refinancing; discussed FHA lending and related issues.
H.R.133 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
H.R.133 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
S.4049; S.3441; S.5047; H.R.133 - Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and Federal Reserve lending facilities. 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.
Filing targets: Executive Office of the President (EOP), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR)
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2020 · third_quarter · Q3
S.3833; H.R.7010; H.R.6886; H.R.7777; S.4117 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
Discussed home mortgage loan originations, servicing, and refinancing; discussed FHA lending and related issues; discussed flood insurance and related issues.
H.R.3551; S.2563; S.4049; S.1624; S.4775 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals 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 consumer protection, credit reporting, and privacy issues related to financial services and products.
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR)
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2020 · second_quarter · Q2
H.R.3551; H.R.4895; S.2563; H.R.748; S.1431; S.4049 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. 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.
H.R.748 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2020 · first_quarter · Q1
Discussed issues impacting workforce hiring and development and career and technical education.
H.R.748 - Discussed Small Business lending and access to capital issues.
H.R.1994; H.R.3551; H.R.3164; H.R.4895; S.2563; H.R.748 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2019 · fourth_quarter · Q4
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; H.R.4895; S.2563 - Discussed margin issues, CEA reauthorization, CCPs, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Discussed Veterans training and hiring.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2019 · third_quarter · Q3
Discussed Veterans training and hiring.
Discussed issues related to international trade.
Discussed various issues related to corporate and international tax reform, including opportunity zones.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2019 · second_quarter · Q2
Discussed issues impacting workforce hiring and development and career and technical education.
Discussed Small Business lending issues and access to capital for veterans.
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2019 · first_quarter · Q1
Discussed various issues related to corporate and international tax reform, including opportunity zones. Discussed IRS administration reform.
Discussed Small Business lending issues and access to capital for veterans.
Discussed home mortgage loan originations, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2019 · first_quarter · RA
Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues, Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues, Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues, Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2018 · fourth_quarter · Q4
Discussed issues related to international trade.
Discussed issues impacting workforce development and career and technical education.
Discussed Small Business lending issues and access to capital for veterans.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2018 · second_quarter · 2A
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5323; H.R.5749; S.3107; H.R.5961; H.R.6258; H.R.6068; S.2499; H.R.5841; S.2098 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy advisors. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendation from the Treasury Financial Reports. Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed e-delivery issues.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2018 · third_quarter · Q3
Discussed Veterans training and hiring.
H.R.3860 - Discussed various issues related to corporate and international tax reform including opportunity zones. Discussed IRS administration reform.
H.R.4036 - Discussed proposals related to cyber security, data protection, and notification issues.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2018 · second_quarter · Q2
H.R.5993; H.R.2155 - Discussed consumer protection and privacy issues related to financial services and products.
H.R.4036; Discussed proposals related to cyber security, data protection, and notification issues.
Discussed issues impacting workforce development and career and technical education.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2018 · first_quarter · Q1
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3280; H.R.3439; H.R.3268; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.1625; H.R.4790; H.R.4659; H.R.5323 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed Fiduciary Rule. Discussed e-delivery issues.
H.R.4036; Discussed proposals related to cyber security, data protection, and notification issues.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2017 · fourth_quarter · Q4
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3280; H.R.3439; H.R.3268; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML.
Discussed proposals related to cyber security, data protection, and notification issues.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2017 · third_quarter · Q3
S.563; H.R.1422; H.R.2246 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform and related issues; discussed flood insurance and related issues.
H.R.10 - Discussed consumer protection issues related to financial services and products.
Discussed Small Business lending issues and access to capital for veterans.
H.R.3167; H.R.748 - Discussed home mortgage loan originations, servicing, and refinancing; discussed FHA lending and related issues; discussed flood insurance and related issues.
H.R.748; S.3833; H.R.7010; H.R.6886 - Discussed Small Business lending, Paycheck Protection Program, and access to capital issues.
Filing targets: Executive Office of the President (EOP), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR)
Discussed issues related to international trade.
H.R.748 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
Discussed Veterans training and hiring.
Discussed proposals related to cyber security, data protection, and notification issues.
H.R.3167; H.R.748 - Discussed home mortgage loan originations, servicing, and refinancing; discussed FHA lending and related issues; discussed flood insurance and related issues.
Filing targets: Executive Office of the President (EOP), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR)
Discussed issues impacting workforce hiring and development and career and technical education.
Discussed issues related to international trade.
Discussed Small Business lending and access to capital issues.
Discussed proposals related to cyber security, data protection, and notification issues.
Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
Discussed issues impacting workforce hiring and development and career and technical education.
H.R.1994; H.R.2513; H.R.2514; H.R.3551; H.R.3164; H.R.1595; S.2563 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
Discussed proposals related to cyber security, data protection, and notification issues.
H.R.3167 - Discussed home mortgage loan originations, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
Discussed Small Business lending and access to capital issues.
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R.3167; S.540 - Discussed home mortgage loan originations, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
Discussed proposals related to cyber security, data protection, and notification issues.
Discussed Veterans training and hiring.
Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
Discussed various issues related to corporate and international tax reform, including opportunity zones.
Filing targets: Consumer Financial Protection Bureau (CFPB), Executive Office of the President (EOP), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
Discussed consumer protection and privacy issues related to financial services and products.
Discussed proposals related to cyber security, data protection, and notification issues.
Discussed issues impacting workforce development and career and technical education.
H.R.264; H.R.265; H.J.Res 28; H.R.1994; S.733 - Discussed margin issues, CEA reauthorization, SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, market liquidity, and proxy voting issues. Discussed access to capital for emerging growth companies. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy. Discussed examination and enforcement issues.
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues, Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues, Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues, Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues, Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues, Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues, Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
H.R.3860 - Discussed various issues related to corporate and international tax reform, including opportunity zones. Discussed IRS administration reform.
H.R.4036 - Discussed proposals related to cyber security, data protection, and notification issues.
H.R.1667; H.R.3179; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.4790; H.R.4659; H.R.5749; H.R.5961; H.R.6258; H.R.6068; H.R.6147; H.R.6757; H.R.3555; H.R.5282; S.3107; S.2526; S.868; H.R.2055; H.R.695; S.488; H.J.Res.143; - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy voting issues. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed the recommendations from the Treasury Financial Reports. Discussed BSA/AML. Discussed retirement savings issues, including multi-employer pension plans. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy.
S.2155 - Discussed consumer protection and privacy issues related to financial services and products.
S.563; H.R.2874; S.2155; H.R.5993 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
H.R.5993; H.R.2155 - Discussed consumer protection and privacy issues related to financial services and products.
S.563; H.R.2874; S.1685; H.R.2155 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
H.R.4036; Discussed proposals related to cyber security, data protection, and notification issues.
Discussed issues impacting workforce development and career and technical education.
Discussed Veterans training and hiring.
Discussed Small Business lending issues and access to capital for veterans.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of
H.R.1624; H.R.1667; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5749; H.R.5961; H.R.6258; H.R.6068; H.R.6157; H.R.6147; H.R.6757; H.R.3555; H.R. 5282; S.3107; S.2526; S.2499; H.R.2319 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy voting issues. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendations from the Treasury Financial Reports. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed money market reform. Discussed issues around financial technology policy.
Discussed issues impacting workforce development and career and technical education.
Discussed Small Business lending issues and access to capital for veterans.
S.563; H.R.2874; S.1685; S.2155 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
H.R.5993; S.2155 - Discussed consumer protection and privacy issues related to financial services and products.
Filing targets: Executive Office of the President (EOP), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
H.R.1624; H.R.1667; S.828; H.R.3179; H.R.3439; S.2155; H.R.4292; H.R.4296; H.R.4293; H.R.2319; H.R.3978; H.R.2121; H.R.4790; H.R.4659; H.R.5323; H.R.5749; S.3107; H.R.5961; H.R.6258; H.R.6068; S.2499; H.R.5841; S.2098 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity, and proxy advisors. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the recommendation from the Treasury Financial Reports. Financial CHOICE Act. Discussed treatment of municipal securities. Discussed BSA/AML. Discussed retirement savings issues. Discussed SEC's Best Interest Rule. Discussed e-delivery issues.
S.563; H.R.2874; S.1685; H.R.2155 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
Discussed Small Business lending issues and access to capital for veterans.
Discussed Veterans training and hiring.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of
Discussed Small Business lending issues and access to capital for veterans.
Discussed Veterans training and hiring.
S.563; H.R.2874; S.1685 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform, FHA lending, and related issues; discussed flood insurance and related issues.
Discussed issues impacting workforce development and career and technical education.
Discussed consumer protection issues related to financial services and products.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of
H.R.1; S.1; Discussed various issues related to corporate and international tax reform.
Discussed Small Business lending issues and access to capital for veterans.
Discussed Veterans training and hiring.
S.563; H.R.2874 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed housing finance reform and related issues; discussed flood insurance and related issues.
Discussed consumer protection issues related to financial services and products.
Discussed issues impacting workforce development and career and technical education.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of
Discussed proposals related to cyber security, data protection, and notification issues.
Discussed various issues related to corporate and international tax reform.
Discussed issues impacting workforce development and career and technical education.
Discussed Veterans training and hiring.
H.R.1624; H.R.1667; S.828; H.R.10; H.R.3179; H.R.3280; H.R.3439; H.R.3554; H.R.3268; H.R.3089 - Discussed implementation of the Basel capital accord and issues related to capital and liquidity. Discussed margin issues; CFTC reauthorization; and SEC and equity market structure reform. Discussed proposals related to bank structure, capital requirements, capital formation, market structure, and market liquidity. Discussed issues related to financial institution bankruptcy reform, including issues related to resolution and recovery under the Bankruptcy Code. Discussed access to capital for emerging growth companies. Discussed budget and revenue measures involving the financial services sector. Discussed the Financial CHOICE Act. Discussed treatment of municipal securities.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of