J P Morgan Chase & Co.

Registered Principal Details

Business Or Interest:
Financial services, primarily banking, trust & record retention.

Lobbying Interests:
Financial services, primarily banking, trust & record retention.

CEO Name:
James Dimon
VP - Regional Manager

Contact
DS
Daniel Sprehe
10 S Dearborn, 18th flr
Chicago, IL 60603
(312) 732-5856
(312) 732-6020
daniel.c.sprehe@jpmchase.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Timothy J Elverman Exclusive Duties N/A Authorized On 1/12/2011 Withdrawn On N/A
Jason Bauknecht Exclusive Duties N/A Authorized On 12/9/2011 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

January 2011 Special Session Assembly Bill 2
January 2011 Special Session Assembly Bill 2
Relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.

Bill Text and History

For
Notification Date
1/23/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
January 2011 Special Session Senate Bill 2
January 2011 Special Session Senate Bill 2
Relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.

Bill Text and History

2011 Wisconsin Act 1

For
Notification Date
1/23/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 211
Assembly Bill 211
Relating to: an income and franchise tax credit for investments in a community development financial institution.

Bill Text and History

For
Notification Date
8/31/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 99
Senate Bill 99
Relating to: interest rates on payday loans and loans by licensed lenders.

Bill Text and History

None
Notification Date
5/21/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 307
Senate Bill 307
Relating to: foreclosure on abandoned properties.

Bill Text and History

2011 Wisconsin Act 136

None
Notification Date
11/30/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 308
Senate Bill 308
Relating to: deposit placement programs of public depositories.

Bill Text and History

2011 Wisconsin Act 204

None
Notification Date
11/30/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Budget Bill Subjects

Administration
Biennial budget bill treatment of matter relating to
Administration

Notification Date
1/25/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Bonding Authorization
Biennial budget bill treatment of matter relating to
Bonding Authorization

Notification Date
1/25/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Financial Institutions
Biennial budget bill treatment of matter relating to
Financial Institutions

Notification Date
1/25/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Regulation and Licensing
Biennial budget bill treatment of matter relating to
Regulation and Licensing

Notification Date
1/25/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Revenue
Biennial budget bill treatment of matter relating to
Revenue

Notification Date
1/25/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Administrative Rulemaking Proceedings

Tax 1.16, financial record matching.
Agency Name
Revenue
Subject
Tax 1.16, financial record matching.
Scope Statement
Register Number: 644 (8/15/2009)
Clearinghouse Rule: CR 09-118
Other
Notification Date
1/1/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Tax 2 and 11, the Failure to Produce Records penalty.
Agency Name
Revenue
Subject
Tax 2 and 11, the Failure to Produce Records penalty.
Scope Statement
Register Number: 644 (8/15/2009)
Clearinghouse Rule: CR 09-087
Other
Notification Date
1/1/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Topics Not Yet Assigned A Bill Or Rule Number

All matters relating to foreclosure actions and procedures in Wisconsin.
Development, drafting or introduction of a proposal relating to
All matters relating to foreclosure actions and procedures in Wisconsin.

Action Intended To Affect
Legislative Matter

Notification Date
1/23/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Total Lobbying Effort

  2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
Total Lobbying Expenditures 2011
January - June
$10,320.00
2011
July - December
$10,560.00
2012
January - June
$11,280.00
2012
July - December
$12,480.00
Total $44,640.00
Total Hours Communicating 2011
January - June
13.25
2011
July - December
4.00
2012
January - June
37.75
2012
July - December
22.25
Total 77.25
Total Hours Other 2011
January - June
82.50
2011
July - December
92.25
2012
January - June
79.75
2012
July - December
99.00
Total 353.50

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: interest rates on payday loans and loans by licensed lenders.
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
1%
2011
July - December
3%
2012
January - June
3%
2012
July - December
Total 2%
Relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
3%
2011
July - December
2012
January - June
2012
July - December
Total < 1%
Relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
3%
2011
July - December
2012
January - June
2012
July - December
Total < 1%
Relating to: an income and franchise tax credit for investments in a community development financial institution.
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
2011
July - December
2%
2012
January - June
2%
2012
July - December
Total < 1%
Relating to: deposit placement programs of public depositories.
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
2011
July - December
30%
2012
January - June
30%
2012
July - December
Total 15%
Relating to: foreclosure on abandoned properties.
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
2011
July - December
40%
2012
January - June
20%
2012
July - December
Total 15%

Budget Bill Subjects

2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
3%
2011
July - December
2012
January - June
2012
July - December
Total < 1%
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
10%
2011
July - December
2012
January - June
2012
July - December
Total 2%
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
10%
2011
July - December
2012
January - June
5%
2012
July - December
Total 4%
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
60%
2011
July - December
2012
January - June
20%
2012
July - December
Total 19%

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
10%
2011
July - December
15%
2012
January - June
10%
2012
July - December
80%
Total 31%

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
2011
July - December
10%
2012
January - June
10%
2012
July - December
10%
Total 8%

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
2011
July - December
2012
January - June
2012
July - December
10%
Total 3%

Filed Statements of Lobbying Activity and Expenditures