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Views Portfolio Reporting

Superior reporting capabilities

Views Portfolio Reporting is J.P. Morgan’s flagship reporting platform that is powerful and easy to use, empowering clients with “any view, any time.” Views Portfolio Reporting is part of the J.P. Morgan ACCESS® portal, our single point of access for information reporting, inquiries, and investment and transaction services.

Run, view, print or export standard professional boardroom quality reports. Use the powerful customization tools to easily modify the reports to meet your unique needs.

 Views Portfolio Reporting

Features and Benefits

  • Single Reporting Platform — Provides access to intra-day, prior business day and up to 10 years of historical reports across your portfolio information
  • Report Customization — Enables users to quickly and easily build reports to satisfy their unique requirements
  • Scheduler — Allows clients to generate and deliver reports when data becomes available or at pre-defined times: intra-day, daily, weekly or monthly
  • Flexible Report Delivery — Produces reports in multiple output formats, including .pdf, HTML, .xls or .csv; reports are available online or delivered to your e-mail, local PC, file server or printer

Please contact your J.P. Morgan representative to learn more.

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