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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

16.78

+0.12 (0.72%)

At close: Oct 16, 2026

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	16.66
YTD Return	n/a
1-Year Return	n/a
5-Year Return	n/a
52-Week Low	15.71
52-Week High	17.25
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPEQX

The Future Path 529 JPMorgan U.S. Structured Large Cap Equity Fund is an individual portfolio option within the Future Path 529 College Savings Plan, designed specifically for education savings. As part of a 529 plan, this fund enables account owners to invest in a professionally managed portfolio focused on U.S. large-cap equities, utilizing structured investment strategies managed by J.P. Morgan Asset Management. The primary purpose is to provide long-term capital appreciation, supporting the growth of assets to cover qualified education expenses such as tuition, student loan payments, and costs at a range of accredited institutions, including K–12 and post-secondary education. Key features include tax-advantaged growth—contributions and earnings compound on a tax-deferred basis, and withdrawals are tax-free when used for qualifying educational expenses. The plan offers flexibility with no income, age, or state residency restrictions, low minimum investment amounts, and high contribution limits, making it accessible to a broad range of families. The Future Path 529 Fund plays a significant role in helping families systematically prepare for future educational costs, leveraging J.P. Morgan's equity management expertise within a tax-advantaged college savings framework.

Fund Family JPMorgan

Stock Exchange Nasdaq

Ticker Symbol FPEQX