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Portfolio Data Feeds

JP Morgan Global Custody - Non-Institutional

    Last updated: 05-29-2026

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