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Portfolio Data Feeds

JP Morgan Global Custody - Non-Institutional

    Last updated: 09-09-2026

    Account
    • Format: AAANN (5)
    Divisions/account types (supported)
    • Brokerage
    • Global
    Countries
    • Global Client Base. In order to utilise this Addepar feed, Subscriber must be able to create Custody reports for use by non-Institutional Accounting ' clients at JP Morgan (as specified by JPM). If Subscriber is unable to locate the report templates in the VPR instance they must contact their JPM representative
    Additional requirements
    • No