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Reported covered position: Legislative Assistant, Counsel, Hon. Bond; Deputy Assistant Secretary, Department of the Treasury; Counsel, Financial Services Committee
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.
Widespread Information Management for the Welfare of Infrastructure and Government Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 1337, S. 1071, H.R. 5079 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues. Discussed issues related to establishing secure and resilient U.S. supply chains.
Widespread Information Management for the Welfare of Infrastructure and Government Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
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
2026 · second_quarter · Q2
S. 1337, H.R. 5079, H.R. 8800, S. 4784 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues. Discussed issues related to establishing secure and resilient U.S. supply chains.
Filing targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Security Council (NSC), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
Source: Senate LDA
S. 1337, H.R. 5079, H.R. 8800, S. 4784 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues. Discussed issues related to establishing secure and resilient U.S. supply chains.
National Defense Authorization Act for Fiscal Year 2027
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 1337, H.R. 5079, H.R. 8800, S. 4784 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues. Discussed issues related to establishing secure and resilient U.S. supply chains.
National Defense Authorization Act for Fiscal Year 2026
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 1337, S. 1071, H.R. 5079 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues. Discussed issues related to establishing secure and resilient U.S. supply chains.
Cybersecurity Information Sharing Extension Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 1337, S. 1071, H.R. 5079 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues. Discussed issues related to establishing secure and resilient U.S. supply chains.
Cybersecurity Information Sharing Extension Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 1337, H.R. 5079, H.R. 8800, S. 4784 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues. Discussed issues related to establishing secure and resilient U.S. supply chains.
National Defense Authorization Act for Fiscal Year 2027
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 1337, H.R. 5079, H.R. 8800, S. 4784 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues. Discussed issues related to establishing secure and resilient U.S. supply chains.
H.R. 2392, S.394, H.R. 3633 - Discussed margin issues and CCPs. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, issues around financial technology policy and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed digital assets issues.
H.R. 2392, S.394- Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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.
H.R. 2392, S.394, H.R. 3633 - Discussed margin issues and CCPs. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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 Asset Market Clarity Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 2392, S.394, H.R. 3633 - Discussed margin issues and CCPs. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, issues around financial technology policy and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed digital assets issues.
Digital Asset Market Clarity Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 2392, S.394, H.R. 3633 - Discussed margin issues and CCPs. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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.
National Defense Authorization Act for Fiscal Year 2026
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 1337, S. 1071 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues.
Cybersecurity Information Sharing Extension Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 1337, S. 1071 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues.
H.R. 2392, S.394- Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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.
H.R. 2392, S.394, H.R. 3633 - Discussed margin issues and CCPs. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, issues around financial technology policy and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed digital assets issues.
H.R. 2392, S.394, H.R. 3633 - Discussed margin issues and CCPs. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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.
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure".
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S.J. Res. 50, H.J. Res. 100 - Discussed proposals related to cyber security, data protection, and notification issues.
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121".
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.J. Res. 109 - Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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.
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121".
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.J. Res. 109 - Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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.
Streamlining Federal Cybersecurity Regulations Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 4630, H.R. 10123, H.R. 760 - Discussed proposals related to cyber security, data protection, notification and outbound investment issues.
Chinese Military and Surveillance Company Sanctions Act of 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 4630, H.R. 10123, H.R. 760 - Discussed proposals related to cyber security, data protection, notification and outbound investment issues.
S. 3554 - Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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.
Streamlining Federal Cybersecurity Regulations Act
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S. 4630, H.R. 10123, H.R. 760 - Discussed proposals related to cyber security, data protection, notification and outbound investment issues.
A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure".
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
S.J. Res. 50, H.J. Res. 100 - Discussed proposals related to cyber security, data protection, and notification issues.
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure".
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
SJ Res. 50, HJ Res. 100 - Discussed proposals related to cyber security, data protection, and notification issues.
Data Privacy Act of 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 1165, H.R.3881, S.1838-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 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 1165, H.R.3881, S.1838-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 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3881, S.1838-Discussed consumer protection, digital identification, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
Federal Information Security Modernization Act of 2024
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 4552, S.2251 - Discussed proposals related to cyber security, data protection, and notification issues.
Credit Card Competition Act of 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 1165, H.R.3881, S.1838-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 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R.3881, S.1838-Discussed consumer protection, digital identification, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
Cybersecurity Act of 2023
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
H.R. 4552, S.2251 - Discussed proposals related to cyber security, data protection, and notification issues.
S. 3554 - 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 AI, 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.
A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure".
Client: JPMORGAN CHASE HOLDINGS LLC · Firm: JPMORGAN CHASE HOLDINGS LLC
SJ Res. 50, HJ Res. 100 - Discussed proposals related to cyber security, data protection, and notification issues.
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.
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.
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.
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, 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.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.
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.
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.
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.
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.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.
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.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.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.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.
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.
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.
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
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.
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 - 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.
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.
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.
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; 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.
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; 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.
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.
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.
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.
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; 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.
2026 · first_quarter · Q1
S. 1337, S. 1071, H.R. 5079 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues. Discussed issues related to establishing secure and resilient U.S. supply chains.
Filing targets: Defense, Dept of (DOD), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Natl Security Council (NSC), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2025 · fourth_quarter · Q4
S. 1337, S. 1071 - Discussed proposals related to cyber security, data protection, notification issues and outbound investment issues.
Filing targets: HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2025 · third_quarter · Q3
H.R. 2392, S.394, H.R. 3633 - Discussed margin issues and CCPs. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, issues around financial technology policy and the regulatory perimeter. Discussed examination and enforcement issues. Discussed critical infrastructure exposure liability. Discussed digital assets issues.
Filing targets: HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2025 · second_quarter · Q2
H.R. 2392, S.394, H.R. 3633 - Discussed margin issues and CCPs. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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, Natl Economic Council (NEC), SENATE, Treasury, Dept of
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2025 · first_quarter · Q1
H.R. 2392, S.394- Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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 proposals related to cyber security, data protection, notification and outbound investment issues.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2024 · fourth_quarter · Q4
Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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.
S. 4630, H.R. 10123, H.R. 760 - Discussed proposals related to cyber security, data protection, notification and outbound investment issues.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2024 · third_quarter · Q3
H.J. Res. 109 - Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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 proposals related to cyber security, data protection, notification and outbound investment issues.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2024 · second_quarter · Q2
H.J. Res. 109 - Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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 proposals related to cyber security, data protection, notification and outbound investment issues.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2024 · first_quarter · Q1
S.J. Res. 50, H.J. Res. 100 - Discussed proposals related to cyber security, data protection, and notification issues.
S. 3554 - Discussed margin issues, CCPs, SEC and equity market structure reform. Discussed issues related to bank structure, capital requirements, capital formation, market structure, market access and market liquidity. Discussed BSA/AML. Discussed AI, 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, SENATE, Treasury, Dept of
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2023 · fourth_quarter · Q4
H.R.3881, S.1838-Discussed consumer protection, digital identification, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
S. 3554 - 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 AI, 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.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2023 · third_quarter · Q3
H.R. 4552, S.2251 - Discussed proposals related to cyber security, data protection, and notification issues.
H.R. 1165, H.R.3881, S.1838-Discussed consumer protection, digital identification, credit reporting, and privacy issues related to financial services and products. Discussed issues related to credit card services.
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.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2023 · second_quarter · 2A
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 proposals related to cyber security, data protection, and notification issues.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2023 · second_quarter · Q2
Discussed proposals related to cyber security, data protection, and notification issues.
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, SENATE
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 proposals related to cyber security, data protection, and notification issues.
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.
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.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2022 · third_quarter · Q3
H.R. 7900, S. 4543 - Discussed proposals related to cyber security, data protection, and notification issues.
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
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.
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
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.
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
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
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2021 · third_quarter · Q3
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
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2021 · second_quarter · Q2
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.
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.
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
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.
Discussed issues related to international trade.
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
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 issues related to international trade.
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.
Discussed issues related to international trade.
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)
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2020 · first_quarter · Q1
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.
Discussed issues related to international trade.
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)
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 issues related to international trade.
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)
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2019 · third_quarter · Q3
Discussed issues related to international trade.
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.
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)
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2019 · second_quarter · Q2
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.
Discussed issues related to international trade.
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
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2019 · first_quarter · Q1
Discussed issues related to international trade.
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
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.
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.
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
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.
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2018 · second_quarter · Q2
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 · 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.
Discussed issues related to international trade.
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.
H.R.1; S.1; Discussed various issues related to corporate and international tax reform.
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
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2017 · third_quarter · Q3
Discussed various issues related to corporate and international tax reform.
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
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2017 · second_quarter · Q2
Discussed various issues related to corporate and international tax reform. Discussed regulations related to intracompany debt.
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
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2017 · first_quarter · Q1
Discussed various issues related to corporate and international tax reform. Discussed regulations related to intracompany debt.
Filing targets: 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, Small Business Administration (SBA), Treasury, Dept of
JPMORGAN CHASE HOLDINGS LLC via JPMORGAN CHASE HOLDINGS LLC
2017 · first_quarter · RR
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
SJ Res. 50, HJ Res. 100 - Discussed proposals related to cyber security, data protection, and notification issues.
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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.
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
Discussed issues related to international trade.
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 issues related to international trade.
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
Discussed issues related to international trade.
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
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
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.
Dodd/Frank Act Implementation, Banking, Housing/Housing Finance, Financial Institutions, Investments, Securities, Consumer Issues,Retirement Issues, Tax Issues, Small Business Lending, Veterans Issues, Cyber Security/Data Breach, Trade.