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Reported covered position: Legislative Director to Sen. Mike Rounds; Senior Legislative Assistant to Rep. Scott Rigell; Legislative Assistant to Rep. Jeff Fortenberry; Intern to Rep. Jim Renacci; Page in the House of Representatives.
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.
Data Privacy Act of 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 1165-Discussed consumer protection, digital identification, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit cards services.
Consolidated Appropriations Act, 2022
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3571; H.R.4616; H.R. 2471 - 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.
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
2023 · 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 issues around financial technology policy and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates. Discussed digital assets issues.
Discussed Small Business lending and access to capital issues.
Source: Senate LDA
Consolidated Appropriations Act, 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 4543, H.R. 2617, H.R.7776 - Discussed proposals related to cyber security, data protection, and notification issues.
Consolidated Appropriations Act, 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 2617 - Discussed revisions to FDIC hiring rules. Discussed home mortgage loan originations, servicing, refinancing, affordable housing and retirement issues.
Climate Change Financial Risk Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3571; H.R.4616; H.R. 2471 - 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.
Overdraft Protection Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 4277 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
Overdraft Protection Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 4277, S. 4674, H.R. 8874 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
Adjustable Interest Rate (LIBOR) Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3571; H.R.4616; H.R. 2471 - 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.
Criminal Alien Removal Clarification Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 5912, H.R. 4760 - 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 and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates. Discussed digital assets issues.
Criminal Alien Removal Clarification Act of 2021
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 5912, H.R. 4760, H.R. 7614 - 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 and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates. Discussed digital assets issues.
Fair Hiring in Banking Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 5911 - Discussed revisions to FDIC hiring rules. Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.
Fair Hiring in Banking Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 5911 - Discussed revisions to FDIC hiring rules. Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.
Fair Hiring in Banking Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 5911 - Discussed revisions to FDIC hiring rules. Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.
Close the ILC Loophole Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 5912, H.R. 4760 - 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 and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates. Discussed digital assets issues.
Close the ILC Loophole Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 5912 - 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 and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates.
Close the ILC Loophole Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 5912, H.R. 4760, H.R. 7614 - 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 and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates. Discussed digital assets issues.
Digital Commodity Exchange Act of 2022
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 5912, H.R. 4760, H.R. 7614 - 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 and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates. Discussed digital assets issues.
James M. Inhofe National Defense Authorization Act for Fiscal Year 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 4543, H.R. 2617, H.R.7776 - Discussed proposals related to cyber security, data protection, and notification issues.
National Defense Authorization Act for Fiscal Year 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 7900, S. 4543 - Discussed proposals related to cyber security, data protection, and notification issues.
Credit Card Competition Act of 2022
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 4277, S. 4674, H.R. 8874 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
Credit Card Competition Act of 2022
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 4674, H.R. 8874, S. 4528 - Discussed consumer protection, digital identification, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
Improving Digital Identity Act of 2022
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 4674, H.R. 8874, S. 4528 - Discussed consumer protection, digital identification, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
James M. Inhofe National Defense Authorization Act for Fiscal Year 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 4543, H.R. 2617, H.R.7776 - Discussed proposals related to cyber security, data protection, and notification issues.
James M. Inhofe National Defense Authorization Act for Fiscal Year 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 7900, S. 4543 - Discussed proposals related to cyber security, data protection, and notification issues.
Credit Card Competition Act of 2022
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 4674, H.R. 8874, S. 4528 - Discussed consumer protection, digital identification, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
Credit Card Competition Act of 2022
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 4277, S. 4674, H.R. 8874 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
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.
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.
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.
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.
Fair Hiring in Banking Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 5911 - Discussed revisions to FDIC hiring rules. Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.
Discussed proposals related to cyber security, data protection, and notification issues.
Discussed bank regulatory policy, home mortgage loan originations, servicing, refinancing and affordable housing issues.
H.R. 1165-Discussed consumer protection, digital identification, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit cards services.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2022 · fourth_quarter · Q4
S. 4543, H.R. 2617, H.R.7776 - Discussed proposals related to cyber security, data protection, and notification issues.
S. 4674, H.R. 8874, S. 4528 - Discussed consumer protection, digital identification, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
H.R. 5912, H.R. 4760, H.R. 7614 - 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 and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates. Discussed digital assets issues.
Discussed veterans training and hiring issues.
Discussed Small Business lending and debt collection, Paycheck Protection Program, and access to capital issues.
H.R. 2617 - Discussed revisions to FDIC hiring rules. Discussed home mortgage loan originations, servicing, refinancing, affordable housing and retirement issues.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2022 · third_quarter · Q3
Discussed veterans training and hiring issues.
H.R. 4277, S. 4674, H.R. 8874 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
Discussed Small Business lending and debt collection, Paycheck Protection Program, and access to capital issues.
H.R. 7900, S. 4543 - Discussed proposals related to cyber security, data protection, and notification issues.
H.R. 5911 - Discussed revisions to FDIC hiring rules. Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.
H.R. 5912, H.R. 4760 - 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 and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates. Discussed digital assets issues.
Filing targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2022 · second_quarter · Q2
Discussed veterans training and hiring issues.
H.R. 4277 - Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
Discussed corporate and international tax issues.
H.R. 5912 - 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 and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed alternative reference rates.
H.R. 5911 - Discussed revisions to FDIC hiring rules. Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.
Discussed Small Business lending and debt collection, Paycheck Protection Program, and access to capital issues.
Discussed proposals related to cyber security, data protection, and notification issues.
Filing targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Small Business Administration (SBA), Treasury, Dept of
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2022 · first_quarter · Q1
Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
Discussed corporate and international tax issues.
H.R.3571; H.R.4616; H.R. 2471 - 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. 5911 - Discussed revisions to FDIC hiring rules. 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, Homeland Security, Dept of (DHS), 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 · fourth_quarter · Q4
Discussed corporate tax and reporting issues.
Discussed consumer protection, credit reporting, and privacy issues related to financial services and products.
H.R. 5911 - Discussed revisions to FDIC hiring rules. Discussed home mortgage loan originations, servicing, refinancing, and affordable housing.
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 corporate tax and reporting 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.
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.
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
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