JPMorgan Core Bond 529 Portfolio (CJPMX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

12.52

0.00 (0.00%)

At close: Aug 27, 2026

2.04% (1Y)

Fund Assets	n/a
Expense Ratio	0.04%
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	12.52
YTD Return	n/a
1-Year Return	2.04%
5-Year Return	-0.48%
52-Week Low	12.26
52-Week High	12.78
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CJPMX

JPMorgan Core Bond 529 Portfolio A is a mutual fund designed specifically for 529 college savings plans, offering individuals and families a structured way to invest for future education expenses. The portfolio primarily targets total return by investing in a diversified selection of intermediate- and long-term debt securities, which typically include U.S. Treasury bonds, government agency securities, corporate bonds, and mortgage-backed instruments. By focusing on fixed income assets, the fund aims to balance income generation with capital preservation, aligning its objectives with the needs of those saving for college. JPMorgan Core Bond 529 Portfolio A plays a key role within education-focused investment strategies, serving as a core fixed income option in age-based or static asset allocation models used in 529 plans. Its exposure to a broad spectrum of bond sectors supports the risk and return goals of investors seeking stability in a college savings context, especially as the beneficiary approaches college age. Managed by J.P. Morgan Asset Management, the portfolio benefits from professional oversight and is tailored to complement broader diversified educational savings objectives, prioritizing steady growth and preservation of capital over the long term.

Fund Family JPMorgan

Stock Exchange NASDAQ

Ticker Symbol CJPMX

Performance

CJPMX had a total return of 2.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.81%.