JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund logo

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

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)+366%
5 Year+41%
1 Year+9%
1 Month-0%
$25.34
-0.74%
-0.19Today
JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund last closing stock price
MetricPriceDate
Last closeUSD 25.342026-10-16
JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-1.36%USD 25.692026-10-09
1 month-0.24%USD 25.402026-09-16
3 month-0.2%USD 25.392026-07-17
Year to date+6.92%USD 23.702025-12-31
1 year+9.19%USD 23.212025-10-16
3 year+54.32%USD 16.422023-10-17
5 year+40.96%USD 17.982021-10-15
Since inception+365.56%USD 5.442006-05-15

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

$25.34

Volume

N/A

Open

$25.53

Previous Close

$25.34

Daily Range

$25.34 - $25.34

52-Week Range

$25.34 - $25.34

Estimated Earnings Date

N/A

SMTSX News

No articles available.

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About JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund

The JPMorgan SmartRetirement 2040 Fund Class I is designed for investors planning to retire around 2040, focusing on generating income and capital appreciation. The fund allocates assets across a diversified mix of equity, fixed income, and cash equivalents to achieve its objectives.

Products and Services
  • Target-date fund aimed at retirement around 2040
  • Diversified investment strategy using mutual funds and ETFs
  • Focus on income generation and capital appreciation
Growth Outlook
  • Market capitalization of approximately $3.7 billion indicates strong investor interest
  • Dividend yield of 5.33% reflects commitment to returning value to investors
  • Price range between $22.75 and $26.31 shows stability in market performance
Financial Highlights
  • Recent dividend per share of $1.36982 demonstrates consistent income distribution
  • Trailing twelve months revenue of $370 million showcases robust financial health
  • Beta of 1.08 suggests performance closely aligned with market trends
AI Generated • Sep 26, 2026

Industry

Capital Markets

Sector

Financials

Headquarters

New York, NY 10172, US

SMTSX 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

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Questions About SMTSX

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

JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund is trading at $25.34 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 $25.34 and $25.34.

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.

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