Future Path 529 Plan - JPMorgan 529 U.S. Sustainable Leaders Portfolio Fund (FPEPX)

Fund Assets	n/a
Expense Ratio	n/a
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	17.17
YTD Return	n/a
1-Year Return	n/a
5-Year Return	n/a
52-Week Low	15.82
52-Week High	17.40
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPEPX

Future Path 529 JPMorgan BetaBuilders U.S. Equity ETF Portfolio - A is an investment portfolio within the Future Path 529 college savings plan, structured as a savings vehicle specifically for education expenses. This portfolio is designed to provide exposure to the U.S. equity market by investing 100% of its assets in U.S. stocks, utilizing JPMorgan BetaBuilders exchange-traded funds as its core holdings. The portfolio is managed by Ascensus College Savings, with J.P. Morgan Investment Management serving as the investment manager, and operates under the oversight of the Board of Trustees of the College Savings Plans of Nevada. Its primary purpose is to help families save for higher education costs through a diversified, equity-focused investment approach, aligning with long-term growth objectives typical of 529 plans. Offering a transparent structure, the portfolio is categorized as a static, risk-based option, appealing to those seeking consistent exposure to the broad U.S. equity market as part of a college savings strategy. Fees and expenses are competitive within its category, and all investment returns are subject to the market performance of U.S. equities.

• Fund Family: JPMorgan
• Stock Exchange: NASDAQ
• Ticker Symbol: FPEPX

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

Data Sources Report a data error