FINANCIAL_SERVICESONGOING

Credit Review of JP Morgan as Approved Bank

The Treasury Oversight Committee will receive a Controller-Treasurer report that includes a credit review of JP Morgan as an approved bank and investment counterparty. This reflects ongoing monitoring of financial institutions used for the County’s investment activities.

Status
ONGOING
Document date
March 26, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Jp Morgan
Agency
Santa Clara County · CA

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Vendor appears on the County’s Approved List of Broker-Dealers and Banks subject to periodic credit review; specific renewal cycle not stated.
Document type
Agenda
Source document
County of Santa Clara Treasury Oversight Committee Meeting March 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Santa Clara County?

Jp Morgan was awarded this financial services contract by Santa Clara County, as recorded on March 26, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in County of Santa Clara Treasury Oversight Committee Meeting March 2026 (Agenda), dated March 26, 2026 from Santa Clara County. 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

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