Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z
Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z
Your view on FPCRX
Overview
What the company does, where it operates, and who runs it.
About Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 277 Park Avenue, New York, NY, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 277 Park Avenue, New York, NY, US
The Class Z Portfolio invests its assets in the JPMorgan BetaBuilders MSCI US REIT ETF, providing 529 account holders diversified exposure to U.S.-listed equity real estate investment trusts (REITs) spanning sectors such as residential, industrial, retail, office, and specialty properties.
As a single-fund investment option within the Nevada-sponsored Future Path 529 Plan, this Portfolio is designed for account holders seeking real estate-oriented growth and income exposure to diversify a broader 529 savings strategy, allowing tax-advantaged growth intended for qualified education expenses.
Media
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Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z, and the rating behind it. FPCRX last traded at $13.50; the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z. Starting points for Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z: beta 0.79 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z. Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z. Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z has reported as a listed company since 2025. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z valued side by side against its closest peers. Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z executives and directors. Shares of Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z have traded between $11.87 and $15.21 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z. Coverage tracks Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z within Asset Management (Financial Services). Press releases and market coverage, newest first.
Comments
Comments and replies from FRC members about this company.