JPMorgan Chase Holdings LLC

Registered Principal Details

Business Or Interest:
Financial Services

Lobbying Interests:
Issue and matters related to fees on credit and debit card transactions. Issues and matters related to the regulation of banking and trust services. Issues and matters related to providing financial services. Issues and matters related to taxation and state tax policy. Issues and matters related to foreclosure policy.

CEO Name:
Jamie Dimon

Contact
RN
Rebecca Novak
383 Madison Avenue
New York, NY 10179
(312) 954-3232
rebecca.novak@jpmchase.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 742
Assembly Bill 742
Relating to: eliminating obsolete statutory references regarding property, sales, and income taxes; the uniform unclaimed property act; and lottery games. (FE)

Bill Text and History

2023 Wisconsin Act 138

For
Notification Date
12/14/2023
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 738
Senate Bill 738
Relating to: eliminating obsolete statutory references regarding property, sales, and income taxes; the uniform unclaimed property act; and lottery games. (FE)

Bill Text and History

For
Notification Date
12/14/2023
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

Matters related to definitions in state statute concerning unclaimed property.
Development, drafting or introduction of a proposal relating to
Matters related to definitions in state statute concerning unclaimed property.

Action Intended To Affect
Legislative matter

Notification Date
7/20/2023
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 matters and issues pertaining to financial services industry
Development, drafting or introduction of a proposal relating to
All matters and issues pertaining to financial services industry

Action Intended To Affect
Both Legislative matter and rule

Notification Date
7/20/2023
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.

Issue and matters related to fees on credit and debit card transactions
Development, drafting or introduction of a proposal relating to
Issue and matters related to fees on credit and debit card transactions

Action Intended To Affect
Legislative matter

Notification Date
7/20/2023
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.

Issues and matters related to providing financial services
Development, drafting or introduction of a proposal relating to
Issues and matters related to providing financial services

Action Intended To Affect
Legislative matter

Notification Date
7/20/2023
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.

Issues and matters related to the regulation of banking and trust services
Development, drafting or introduction of a proposal relating to
Issues and matters related to the regulation of banking and trust services

Action Intended To Affect
Legislative matter

Notification Date
7/20/2023
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.

Issues and matters related to the regulation of banking and trust services. Issues and matters related to providing financial services. Issues and matters related to taxation and state tax policy. Issues and matters related to foreclosure policy.
Development, drafting or introduction of a proposal relating to
Issues and matters related to the regulation of banking and trust services. Issues and matters related to providing financial services. Issues and matters related to taxation and state tax policy. Issues and matters related to foreclosure policy.

Action Intended To Affect
Legislative matter

Notification Date
7/20/2023
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.

Issues and matters related to foreclosure policy
Development, drafting or introduction of a proposal relating to
Issues and matters related to foreclosure policy

Action Intended To Affect
Legislative matter

Notification Date
7/20/2023
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.

Issues and matters related to taxation and state tax policy
Development, drafting or introduction of a proposal relating to
Issues and matters related to taxation and state tax policy

Action Intended To Affect
Legislative matter

Notification Date
7/20/2023
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

  2023
January - June
2023
July - December
2024
January - June
Total
Total Lobbying Expenditures 2023
January - June
$24,000.00
2023
July - December
$24,000.00
2024
January - June
$24,000.00
Total $72,000.00
Total Hours Communicating 2023
January - June
8.00
2023
July - December
8.25
2024
January - June
5.75
Total 22.00
Total Hours Other 2023
January - June
27.75
2023
July - December
24.25
2024
January - June
18.25
Total 70.25

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: eliminating obsolete statutory references regarding property, sales, and income taxes; the uniform unclaimed property act; and lottery games. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2023
July - December
5%
2024
January - June
20%
2024
July - December
Total 8%
Relating to: eliminating obsolete statutory references regarding property, sales, and income taxes; the uniform unclaimed property act; and lottery games. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2023
July - December
5%
2024
January - June
20%
2024
July - December
Total 8%

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

2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
35%
2023
July - December
50%
2024
January - June
30%
2024
July - December
Total 39%
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
40%
2023
July - December
15%
2024
January - June
2024
July - December
Total 21%

Minor Efforts

No minor efforts found.

Other Matters

Includes time spent on:

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

Other Matters
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
25%
2023
July - December
25%
2024
January - June
30%
2024
July - December
Total 26%

Filed Statements of Lobbying Activity and Expenditures