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

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	17.50
YTD Return	n/a
1-Year Return	n/a
5-Year Return	n/a
52-Week Low	15.99
52-Week High	17.73
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPESX

Future Path 529 JPMorgan U.S. Stock Select Leader Portfolio Z is an individual portfolio offered as part of the Future Path 529 College Savings Plan, focusing on U.S. equity investments. Its primary purpose is to help investors save for qualified education expenses, such as tuition and fees for colleges, graduate schools, vocational programs, and even K–12 private education, while offering potential tax advantages. The portfolio is managed by J.P. Morgan Asset Management and provides exposure to leading U.S. companies, aiming to harness growth opportunities within the domestic equity market. Contributions benefit from tax-deferred growth and federally tax-free withdrawals for qualified education expenses, increasing its appeal for long-term education planning. The portfolio is open to all investors regardless of state residency, income, or beneficiary age, and forms part of a broader suite of diversified investment options within the plan, including asset allocation and enrollment year portfolios. Its structure supports flexible investment minimums and automatic contribution options, making it accessible and adaptable for a wide range of education savers.

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

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

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