# Product Snapshot - Future Path 529 JPMorgan U.S. Sustainable Leaders Portfolio

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-23T23:49:48.346310822Z.

## Identity

- **Fund Name**: Future Path 529 JPMorgan U.S. Sustainable Leaders Portfolio
- **Share Class Name**: Future Path 529 JPMorgan U.S. Sustainable Leaders Portfolio-C
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/future-path-529-jpmorgan-u-s-sustainable-leaders-portfolio-c-360957203)
- **Ticker Symbol**: FPEQX
- **CUSIP**: 360957203
- **Fund Type**: FIVE TWO NINE
- **Asset Class**: U.S. Equity

## Overview

### Strategy

Through its investment in the JPMorgan U.S. Sustainable Leaders Fund, the Portfolio seeks to provide long-term capital appreciation~~The Underlying Investment primarily invests in large-cap and mid-cap common stocks~~Invests in companies that are sustainable leaders based on a proprietary scoring methodology~~Selects companies that, in the adviser's opinion, have attractive ESG characteristics and potential for long-term capital appreciation



## Portfolio Facts

- **Ticker**: FPEQX
- **CUSIP**: 360957203
- **Unit Class Number**: 7969
- **Asset Class**: U.S. Equity
- **Portfolio Inception Date**: 06/26/2023
- **Unit Class Inception Date**: 06/26/2023

## Portfolio Stats

- **NAV  As of 10/22/2026**: $16.60
- **NAV Change ($) As of 10/22/2026**: $-0.20
- **NAV Change (%) As of 10/22/2026**: -1.19%
- **Portfolio Assets As of 10/22/2026**: $1.79mn
- **Number of Holdings As of 09/30/2026**: 1
- **YTD  As of 10/22/2026**: 6.41%
- **YTD (Total Return w/Load) As of 10/22/2026**: 5.41%

## Fees & Charges

### Fees

- **Total Annual Operating Expenses**: 1.58%
- **Fee Waivers and/or Expense Reimbursements**: 0.00%
- **Expense Ratio**: 1.58%
 [Disclosure 1]

## Investment Terms

### Minimum Investments

#### Regular

- **Minimum Investment**: $15
- **Subsequent Investment**: $15



## Portfolio

### Portfolio Stats

- **Number of Holdings** (As of 09/30/2026): 1
- **Portfolio Assets** (As of 09/30/2026): $1.78mn


### Portfolio Holdings

_As of 09/30/2026_

| Holding | Weight |
| --- | ---: |
| JPMorgan U.S. Sustainable Leaders Fund | 100.0% |
 [Disclosure 2]

## Documents

- [Plan Disclosure Booklet](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/literature/529-forms/plan-disclosure-booklet.pdf)
- [Performance Report: Future Path 529 Plan](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/monthly-performance-report/performance-report-future-path-529-plan.pdf)

## Disclosures

1. The expense ratio is an estimate of the asset-based expenses for the Portfolio and includes estimated underlying fund expenses, the program management fee and any applicable distribution and service fee. Portfolio performance is shown net of expenses. Please see the expense tables in the Plan Description and Participation Agreement for more information.

2. Due to rounding, values may not total 100%.