JPMorgan Chase Holdings LLC

Registered Principal Details

Business Or Interest:
Financial Services

Lobbying Interests:
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
Vice President

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Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Gregory Hubbard Exclusive Duties No Authorized On 1/15/2021 Withdrawn On N/A
Katie White Exclusive Duties No Authorized On 1/15/2021 Withdrawn On N/A
AJ Wilson Exclusive Duties No Authorized On 1/15/2021 Withdrawn On N/A
Ramie Zelenkova Exclusive Duties No Authorized On 1/15/2021 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 587
Assembly Bill 587
Relating to: fees imposed on merchants in connection with credit card transactions and providing a penalty.

Bill Text and History

Against
Notification Date
10/12/2021
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 572
Senate Bill 572
Relating to: fees imposed on merchants in connection with credit card transactions and providing a penalty.

Bill Text and History

Against
Notification Date
9/30/2021
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

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
12/7/2021
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
8/31/2021
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
1/14/2021
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
1/14/2021
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
1/14/2021
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
1/14/2021
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
1/14/2021
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
1/14/2021
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

  2021
January - June
2021
July - December
Total
Total Lobbying Expenditures 2021
January - June
$0.00
2021
July - December
$0.00
Total $0.00
Total Hours Communicating 2021
January - June
0.00
2021
July - December
14.00
Total 14.00
Total Hours Other 2021
January - June
27.75
2021
July - December
30.75
Total 58.50

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: fees imposed on merchants in connection with credit card transactions and providing a penalty.
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
2021
July - December
30 %
2022
January - June
2022
July - December
Total 18 %
Relating to: fees imposed on merchants in connection with credit card transactions and providing a penalty.
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
2021
July - December
30 %
2022
January - June
2022
July - December
Total 18 %

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

2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
5 %
2021
July - December
2022
January - June
2022
July - December
Total 2 %
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
5 %
2021
July - December
2022
January - June
2022
July - December
Total 2 %
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
2021
July - December
25 %
2022
January - June
2022
July - December
Total 15 %

Minor Efforts

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

Minor Efforts
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
5 %
2021
July - December
5 %
2022
January - June
2022
July - December
Total 5 %

Other Matters

Includes time spent on:

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

Other Matters
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
85 %
2021
July - December
10 %
2022
January - June
2022
July - December
Total 39 %

Filed Statements of Lobbying Activity and Expenditures