JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund logo

JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund(NASDAQMUTFUND) SMTCX

Market CapN/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (2006)+305%
5 Year+36%
1 Year+8%
1 Month-0%
$24.29
-0.70%
-0.17Today
JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund last closing stock price
MetricPriceDate
Last closeUSD 24.292026-10-16
JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-1.34%USD 24.622026-10-09
1 month-0.29%USD 24.362026-09-16
3 month-0.37%USD 24.382026-07-17
Year to date+6.3%USD 22.852025-12-31
1 year+8.41%USD 22.412025-10-16
3 year+50.95%USD 16.092023-10-17
5 year+35.81%USD 17.892021-10-15
Since inception+304.97%USD 6.002006-05-15

JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund Financials at a Glance

Market Cap

N/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

N/A

Net Income (TTM)

N/A

EPS (TTM)

$0.00

P/E Ratio

0.00

Dividend

$0.00

Beta (Volatility)

0.00 (Low)

Price

$24.29

Volume

N/A

Open

$24.46

Previous Close

$24.29

Daily Range

$24.29 - $24.29

52-Week Range

$24.29 - $24.29

Estimated Earnings Date

N/A

SMTCX News

No articles available.

Motley Fool Moneyball Superscore

Our CEO Is Handing Members His Secret Weapon

It's called Motley Fool Moneyball, our new proprietary AI tool

We spent over half a million dollars in R&D to build a tool that makes stock research faster, sharper, and smarter. Our analysts use it every day, and now, you can too.

Get Access Now

About JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund

JPMorgan SmartRetirement 2040 Fund Class C is an investment vehicle designed to provide substantial overall returns while gradually shifting focus towards income generation as the target retirement year approaches. This fund primarily targets individuals planning to retire around 2040, allowing them to draw upon their investments during retirement.

Products and Services
  • Diversified investment across stocks, bonds, and cash equivalents
  • Invests primarily in mutual funds and ETFs from the same corporate group
  • Utilizes passive ETFs and direct allocations in limited scenarios
Growth Outlook
  • Market capitalization stands at approximately $3.6 billion
  • Recent price range between $21.90 and $25.25 indicates stable performance
  • Dividend yield of 4.87% reflects attractive income potential for investors
Financial Highlights
  • Recent quarterly data shows consistent management of assets
  • Trailing twelve months dividend per share is $1.19568
  • Beta of 1.08 suggests performance closely aligned with the overall market
JPMorgan SmartRetirement 2040 Fund Class C aims to balance growth and income, making it suitable for investors with a long-term horizon. The fund's diversified approach helps mitigate risks while capitalizing on market opportunities. With a solid dividend yield and a stable market presence, this fund represents a compelling option for those planning for retirement.
AI Generated • Sep 19, 2026

Industry

Capital Markets

Sector

Financials

Headquarters

New York, NY 10172, US

SMTCX Financials

Key Financial Metrics (TTM)

Gross Margin

N/A

Operating Margin

N/A

Net Income Margin

N/A

Return on Equity

0.00%

Return on Capital

N/A

Return on Assets

N/A

Earnings Yield

N/A

Dividend Yield

0.00%

Payout Ratio

N/A

Stock Overview

Market Cap

N/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Shares Outstanding

0

Volume

N/A

Avg. Volume

0

Financials (TTM)

Gross Profit

N/A

Operating Income

N/A

EBITDA

N/A

Operating Cash Flow

N/A

Capital Expenditure

N/A

Free Cash Flow

N/A

Cash & ST Invst.

N/A

Total Debt

N/A

Other Investments to Explore

People Also Watch

Symbol / CompanyPricePrice Chg
^GSPCS&P 500
$7,659.44-0.01%
^DJIDJI
$52,002.41-0.00%
^IXICNASDAQ
$26,140.03-0.02%
BTCBitcoin
$81,054.00-0.00%

Trending Stocks

Symbol / CompanyPricePrice Chg
SLNSilence Therapeutics Plc
$19.57+125.40%
SOXLDirexion Shares ETF Trust - Direxion Daily Semiconductor Bull 3x ETF
$102.74+9.68%
SOXSDirexion Shares ETF Trust - Direxion Daily Semiconductor Bear 3x ETF
$44.49-9.63%
CRWVCoreWeave
$63.23+3.00%

Questions About SMTCX

What is the current price of JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund?

JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund is trading at $24.29 per share.

What is the 52-week range for JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund?

Over the past 52 weeks, JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund has traded between $24.29 and $24.29.

How much debt does JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund have?

JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund total debt is unavailable.

How much cash does JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund have on hand?

JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund does not have cash on hand data available.

What is JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund’s dividend yield?

JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund does not currently have a dividend yield.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.

View Premium Services