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 - Government Relations

Contact
AB
Amy Brennan
10 S Dearborn, 16th flr
Chicago, IL 60603
(312) 732-7981
(312) 732-6020
amy.s.brennan@jpmchase.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Ramie Zelenkova Exclusive Duties N/A Authorized On 1/7/2013 Withdrawn On N/A
Gregory Hubbard Exclusive Duties N/A Authorized On 1/7/2013 Withdrawn On N/A
AJ Wilson Exclusive Duties N/A Authorized On 1/7/2013 Withdrawn On N/A
Timothy J Elverman Exclusive Duties N/A Authorized On 1/7/2013 Withdrawn On N/A
Jason Bauknecht Exclusive Duties N/A Authorized On 1/7/2013 Withdrawn On N/A
Eric J Petersen Exclusive Duties N/A Authorized On 12/23/2014 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 40
Assembly Bill 40
Relating to: state finances and appropriations, constituting the executive budget act of the 2013 legislature. (FE)

Bill Text and History

2013 Wisconsin Act 20

None
Notification Date
2/22/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 57
Assembly Bill 57
Relating to: payments for losses of public deposits in failed or failing financial institutions. (FE)

Bill Text and History

None
Notification Date
3/10/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 58
Assembly Bill 58
Relating to: bank service corporations and credit union service organizations. (FE)

Bill Text and History

2013 Wisconsin Act 22

None
Notification Date
3/10/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 63
Assembly Bill 63
Relating to: an income and franchise tax credit for investments in a community development financial institution. (FE)

Bill Text and History

None
Notification Date
3/10/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 115
Assembly Bill 115
Relating to: remittance transfers under the Uniform Commercial Code Article 4A, relating to funds transfers.

Bill Text and History

None
Notification Date
4/17/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 158
Assembly Bill 158
Relating to: the homeownership mortgage loan program administered by the Wisconsin Housing and Economic Development Authority.

Bill Text and History

None
Notification Date
4/17/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 172
Assembly Bill 172
Relating to: the prohibition on telephone solicitations to residential customers, granting rule-making authority, and making an appropriation. (FE)

Bill Text and History

None
Notification Date
9/4/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 181
Assembly Bill 181
Relating to: venture capital investment program. (FE)

Bill Text and History

2013 Wisconsin Act 41

None
Notification Date
6/28/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 188
Assembly Bill 188
Relating to: priority of certain refinance mortgages. (FE)

Bill Text and History

None
Notification Date
6/28/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 219
Assembly Bill 219
Relating to: various changes in the unemployment insurance law; license revocations based on delinquency in payment of unemployment insurance contributions; granting rule-making authority; providing a penalty; and making an appropriation. (FE)

Bill Text and History

None
Notification Date
6/4/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 239
Assembly Bill 239
Relating to: prohibiting merchants from imposing credit card surcharges in consumer credit transactions.

Bill Text and History

None
Notification Date
6/28/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 248
Assembly Bill 248
Relating to: restricting the release of credit information about certain protected individuals and providing a penalty. (FE)

Bill Text and History

2013 Wisconsin Act 78

None
Notification Date
9/4/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 277
Assembly Bill 277
Relating to: rule-making procedures and modifying and repealing various rules promulgated by the Department of Financial Institutions. (FE)

Bill Text and History

2013 Wisconsin Act 136

None
Notification Date
9/4/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 350
Assembly Bill 350
Relating to: exemptions from securities registration requirements. (FE)

Bill Text and History

2013 Wisconsin Act 52

None
Notification Date
9/4/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 490
Assembly Bill 490
Relating to: the laws of trusts, the Uniform Trust Code, the Uniform Principal and Income Act, powers of appointment, and changes to estate recovery and divestment provisions relating to public assistance programs. (FE)

Bill Text and History

None
Notification Date
11/11/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 621
Assembly Bill 621
Relating to: exempting from taxation certain amounts received by a realtor for the sale of a foreclosed property. (FE)

Bill Text and History

None
Notification Date
1/29/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 622
Assembly Bill 622
Relating to: requiring a demolition bond in foreclosure actions. (FE)

Bill Text and History

None
Notification Date
1/29/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 623
Assembly Bill 623
Relating to: a program for installing lighting on tax delinquent properties and properties in foreclosure and charging an additional fee for filing a foreclosure action to be used for lighting installation. (FE)

Bill Text and History

None
Notification Date
1/29/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 624
Assembly Bill 624
Relating to: a grant to the city of Milwaukee to support the HOME GR/OWN program and making an appropriation. (FE)

Bill Text and History

None
Notification Date
1/29/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 625
Assembly Bill 625
Relating to: entry on property in foreclosure. (FE)

Bill Text and History

None
Notification Date
1/29/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 644
Assembly Bill 644
Relating to: sales tax bad debt return adjustments for private label credit card bad debt. (FE)

Bill Text and History

2013 Wisconsin Act 229

None
Notification Date
1/29/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 649
Assembly Bill 649
Relating to: rule-making procedures and modifying and repealing various rules promulgated by the Department of Financial Institutions. (FE)

Bill Text and History

None
Notification Date
1/29/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 653
Assembly Bill 653
Relating to: personal property within repossessed motor vehicles and providing a penalty. (FE)

Bill Text and History

None
Notification Date
1/29/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 678
Assembly Bill 678
Relating to: the regulation of mortgage loan originators, mortgage brokers, and mortgage bankers. (FE)

Bill Text and History

None
Notification Date
1/29/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 717
Assembly Bill 717
Relating to: pleading requirements, and the cure of defaults on certain obligations, under the Wisconsin Consumer Act.

Bill Text and History

None
Notification Date
2/5/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 43
Senate Bill 43
Relating to: an income and franchise tax credit for investments in a community development financial institution. (FE)

Bill Text and History

None
Notification Date
3/10/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 66
Senate Bill 66
Relating to: payments for losses of public deposits in failed or failing financial institutions. (FE)

Bill Text and History

None
Notification Date
3/10/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 70
Senate Bill 70
Relating to: bank service corporations and credit union service organizations. (FE)

Bill Text and History

None
Notification Date
3/10/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 290
Senate Bill 290
Relating to: mortgage satisfaction and an exception to the real estate transfer fee. (FE)

Bill Text and History

2013 Wisconsin Act 66

None
Notification Date
9/20/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 384
Senate Bill 384
Relating to: the laws of trusts, the Uniform Trust Code, the Uniform Principal and Income Act, powers of appointment, and changes to estate recovery and divestment provisions relating to public assistance programs. (FE)

Bill Text and History

2013 Wisconsin Act 92

None
Notification Date
11/11/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Topics Not Yet Assigned A Bill Or Rule Number

All actions related to the regulation of banking and trust services in Wisconsin.
Development, drafting or introduction of a proposal relating to
All actions related to the regulation of banking and trust services in Wisconsin.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
2/8/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

All actions related to foreclosures in Wisconsin.
Development, drafting or introduction of a proposal relating to
All actions related to foreclosures in Wisconsin.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
2/8/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Total Lobbying Effort

  2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
Total Lobbying Expenditures 2013
January - June
$17,280.00
2013
July - December
$16,800.00
2014
January - June
$18,480.00
2014
July - December
$24,000.00
Total $76,560.00
Total Hours Communicating 2013
January - June
38.75
2013
July - December
17.50
2014
January - June
3.00
2014
July - December
5.00
Total 64.25
Total Hours Other 2013
January - June
142.75
2013
July - December
141.00
2014
January - June
159.00
2014
July - December
94.75
Total 537.50

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: payments for losses of public deposits in failed or failing financial institutions. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2 %
2013
July - December
2 %
2014
January - June
2 %
2014
July - December
Total 2 %
Relating to: priority of certain refinance mortgages. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2 %
2013
July - December
2 %
2014
January - June
2014
July - December
Total 1 %
Relating to: prohibiting merchants from imposing credit card surcharges in consumer credit transactions.
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2 %
2013
July - December
1 %
2014
January - June
2014
July - December
Total < 1%
Relating to: bank service corporations and credit union service organizations. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2 %
2013
July - December
2014
January - June
2014
July - December
Total < 1%
Relating to: remittance transfers under the Uniform Commercial Code Article 4A, relating to funds transfers.
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
3 %
2013
July - December
2014
January - June
2014
July - December
Total < 1%
Relating to: venture capital investment program. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
3 %
2013
July - December
2014
January - June
2014
July - December
Total < 1%
Relating to: an income and franchise tax credit for investments in a community development financial institution. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
3 %
2013
July - December
2014
January - June
5 %
2014
July - December
Total 2 %
Relating to: payments for losses of public deposits in failed or failing financial institutions. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
3 %
2013
July - December
5 %
2014
January - June
5 %
2014
July - December
Total 3 %
Relating to: bank service corporations and credit union service organizations. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
5 %
2013
July - December
2014
January - June
2014
July - December
Total 1 %
Relating to: an income and franchise tax credit for investments in a community development financial institution. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
5 %
2013
July - December
2014
January - June
3 %
2014
July - December
Total 2 %
Relating to: the homeownership mortgage loan program administered by the Wisconsin Housing and Economic Development Authority.
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
5 %
2013
July - December
2014
January - June
2014
July - December
Total 1 %
Relating to: various changes in the unemployment insurance law; license revocations based on delinquency in payment of unemployment insurance contributions; granting rule-making authority; providing a penalty; and making an appropriation. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
5 %
2013
July - December
2014
January - June
2014
July - December
Total 1 %
Relating to: state finances and appropriations, constituting the executive budget act of the 2013 legislature. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
25 %
2013
July - December
2014
January - June
2014
July - December
Total 7 %
Relating to: the prohibition on telephone solicitations to residential customers, granting rule-making authority, and making an appropriation. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
5 %
2014
January - June
5 %
2014
July - December
Total 3 %
Relating to: restricting the release of credit information about certain protected individuals and providing a penalty. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
5 %
2014
January - June
2014
July - December
Total 1 %
Relating to: mortgage satisfaction and an exception to the real estate transfer fee. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
10 %
2014
January - June
2014
July - December
Total 3 %
Relating to: rule-making procedures and modifying and repealing various rules promulgated by the Department of Financial Institutions. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
15 %
2014
January - June
20 %
2014
July - December
Total 9 %
Relating to: exemptions from securities registration requirements. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
15 %
2014
January - June
2014
July - December
Total 4 %
Relating to: the laws of trusts, the Uniform Trust Code, the Uniform Principal and Income Act, powers of appointment, and changes to estate recovery and divestment provisions relating to public assistance programs. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
20 %
2014
January - June
2014
July - December
Total 5 %
Relating to: requiring a demolition bond in foreclosure actions. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
2 %
2014
July - December
Total < 1%
Relating to: a grant to the city of Milwaukee to support the HOME GR/OWN program and making an appropriation. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
2 %
2014
July - December
Total < 1%
Relating to: exempting from taxation certain amounts received by a realtor for the sale of a foreclosed property. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
3 %
2014
July - December
Total < 1%
Relating to: a program for installing lighting on tax delinquent properties and properties in foreclosure and charging an additional fee for filing a foreclosure action to be used for lighting installation. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
3 %
2014
July - December
Total < 1%
Relating to: entry on property in foreclosure. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
3 %
2014
July - December
Total < 1%
Relating to: pleading requirements, and the cure of defaults on certain obligations, under the Wisconsin Consumer Act.
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
3 %
2014
July - December
Total < 1%
Relating to: sales tax bad debt return adjustments for private label credit card bad debt. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
5 %
2014
July - December
Total 1 %
Relating to: rule-making procedures and modifying and repealing various rules promulgated by the Department of Financial Institutions. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
5 %
2014
July - December
Total 1 %
Relating to: the regulation of mortgage loan originators, mortgage brokers, and mortgage bankers. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
10 %
2014
July - December
Total 3 %

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
10 %
2013
July - December
10 %
2014
January - June
10 %
2014
July - December
10 %
Total 10 %
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
15 %
2013
July - December
10 %
2014
January - June
10 %
2014
July - December
Total 10 %

Minor Efforts

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

Minor Efforts
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
5 %
2013
July - December
2014
January - June
4 %
2014
July - December
Total 3 %

Other Matters

Includes time spent on:

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

Other Matters
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
5 %
2013
July - December
2014
January - June
2014
July - December
90 %
Total 16 %

Filed Statements of Lobbying Activity and Expenditures