FINANCIAL_SERVICESAPPROVED

City of Ocala Awards Financial Services Contract to Jp Morgan (August 2026)

The Ocala General Employees’ Retirement Fund Board approved hiring JP Morgan to allocate $5 million to its Infrastructure Investments Fund and $5 million to its Global Transport Income Fund. The infrastructure investments are intended to enhance diversification, generate income, and support long-term growth of the pension portfolio.

Status
APPROVED
Document date
August 8, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Jp Morgan
Agency
City of Ocala · FL

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
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Scope & details

The full contract record, as filed.

Contract amount
$5 million to IIF and $5 million to GTIF
Contract type
FINANCIAL_SERVICES
Document type
AgendaPacket
Source document
Ocala General Employees' Retirement Fund Board of Trustees AgendaPacket 2026-08-10

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Ocala?

Jp Morgan was awarded this financial services contract by City of Ocala, as recorded on August 8, 2026. The contract value is $5 million to IIF and $5 million to GTIF.

How much is the Jp Morgan contract with City of Ocala worth?

The Jp Morgan contract with City of Ocala is valued at $5 million to IIF and $5 million to GTIF, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Ocala General Employees' Retirement Fund Board of Trustees AgendaPacket 2026-08-10 (AgendaPacket), dated August 8, 2026 from City of Ocala. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Jp Morgan hold?

Jp Morgan may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Jp Morgan's profile

What is City of Ocala currently buying?

Explore City of Ocala's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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