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Prices and Performance

Click on any column header to sort the information. To view more detailed portfolio information, click the portfolio name below to access the full profile. You can also view the most recent performance information for all Advisor-Guided Plan investment options in our Monthly Performance Report.

Total Returns as of 06/30/2015 Average Annual Returns as of 6/30/2015
Asset Class Portfolio Name Class Latest Month Latest Quarter YTD 1 Year 3 Year 5 Year 10 Year Since Inception Class Inception
f
JPMorgan 529 Aggressive Age-Based PortfolioA-2.12%-0.07%2.65%2.87%13.41%----12.10%05/04/2012
f
JPMorgan 529 Aggressive Age-Based PortfolioB-2.23%-0.28%2.26%2.11%12.58%----11.28%05/04/2012
f
JPMorgan 529 Aggressive Age-Based PortfolioC-2.16%-0.28%2.34%2.11%12.58%----11.28%05/04/2012
f
JPMorgan 529 Aggressive Age-Based PortfolioAdvisor-2.10%-0.07%2.77%3.14%13.66%----12.37%05/04/2012
f
JPMorgan 529 Moderate Growth Age-Based PortfolioA-2.10%-0.29%2.34%2.49%12.35%----11.18%05/04/2012
f
JPMorgan 529 Moderate Growth Age-Based PortfolioB-2.15%-0.51%1.94%1.71%11.53%----10.36%05/04/2012
f
JPMorgan 529 Moderate Growth Age-Based PortfolioC-2.15%-0.51%1.94%1.71%11.53%----10.36%05/04/2012
f
JPMorgan 529 Moderate Growth Age-Based PortfolioAdvisor-2.09%-0.28%2.47%2.70%12.61%----11.45%05/04/2012
f
JPMorgan 529 Moderate Age-Based PortfolioA-1.99%-0.67%1.76%2.00%10.30%----9.38%05/04/2012
f
JPMorgan 529 Moderate Age-Based PortfolioB-1.97%-0.77%1.41%1.25%9.50%----8.59%05/04/2012
f
JPMorgan 529 Moderate Age-Based PortfolioC-1.97%-0.77%1.41%1.25%9.50%----8.59%05/04/2012
f
JPMorgan 529 Moderate Age-Based PortfolioAdvisor-1.91%-0.52%1.90%2.29%10.56%----9.67%05/04/2012
f
JPMorgan 529 Conservative Growth Age-Based PortfolioA-1.74%-0.96%1.14%1.39%7.71%----7.11%05/04/2012
f
JPMorgan 529 Conservative Growth Age-Based PortfolioB-1.78%-1.14%0.75%0.58%6.90%----6.31%05/04/2012
f
JPMorgan 529 Conservative Growth Age-Based PortfolioC-1.78%-1.14%0.75%0.58%6.90%----6.31%05/04/2012
f
JPMorgan 529 Conservative Growth Age-Based PortfolioAdvisor-1.65%-0.87%1.29%1.62%8.00%----7.38%05/04/2012
f
JPMorgan 529 Conservative Age-Based PortfolioA-1.50%-1.01%0.68%0.77%5.81%----5.38%05/04/2012
f
JPMorgan 529 Conservative Age-Based PortfolioB-1.54%-1.20%0.35%0.00%5.04%----4.61%05/04/2012
f
JPMorgan 529 Conservative Age-Based PortfolioC-1.54%-1.20%0.35%0.00%5.04%----4.61%05/04/2012
f
JPMorgan 529 Conservative Age-Based PortfolioAdvisor-1.49%-0.92%0.85%1.02%6.05%----5.64%05/04/2012
f
JPMorgan 529 College Age-Based PortfolioA-0.91%-0.82%0.09%0.00%2.98%----2.77%05/04/2012
f
JPMorgan 529 College Age-Based PortfolioB-0.93%-0.93%-0.19%-0.65%2.22%----2.02%05/04/2012
f
JPMorgan 529 College Age-Based PortfolioC-0.93%-0.93%-0.19%-0.65%2.22%----2.02%05/04/2012
f
JPMorgan 529 College Age-Based PortfolioAdvisor-0.90%-0.72%0.27%0.27%3.20%----3.01%05/04/2012
Performance data represents past performance; that past performance does not guarantee future results; that the investment return and the value of the investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original costs; and that current performance may be lower or higher than the performance data quoted.