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

Market CapN/A

Since IPO (2014)+178%

5 Year+46%

1 Year+14%

1 Month+4%

$26.15

-0.34%

-0.09Today

JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund last closing stock price
Metric	Price	Date
Last close	USD 26.15	2026-08-28

JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund stock price return by period
Period	Price return	Price at period start	Period start date
1 week	-0.04%	USD 26.16	2026-08-21
1 month	+3.81%	USD 25.19	2026-07-29
3 month	+1.67%	USD 25.72	2026-05-29
Year to date	+9.87%	USD 23.80	2025-12-31
1 year	+14.3%	USD 22.88	2025-08-28
3 year	+54.47%	USD 16.93	2023-08-29
5 year	+45.82%	USD 17.93	2021-08-27
Since inception	+178.35%	USD 9.39	2014-11-04

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

Market Cap

N/A

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)

Dividend

$0.00

Beta (Volatility)

0.00 (Low)

Price

$26.15

Volume

N/A

Open

$26.24

Price

$26.15

Volume

N/A

Open

$26.24

Previous Close

$26.15

Daily Range

$26.15 - $26.15

52-Week Range

$26.15 - $26.15

Estimated Earnings Date

N/A

Dividend

$0.00

Beta (Volatility)

0.00 (Low)

Price

$26.15

Volume

N/A

Open

$26.24

Previous Close

$26.15

Daily Range

$26.15 - $26.15

52-Week Range

$26.15 - $26.15

Estimated Earnings Date

N/A

SMTYX News

No articles available.

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About JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund

The JPMorgan SmartRetirement 2040 Fund Class R6 aims to provide significant total returns for investors planning to retire around 2040. The fund strategically transitions its investment approach as it nears the target date, focusing on income generation while still pursuing capital growth.

Products and Services

Diversified portfolio across stocks, bonds, and cash equivalents
Invests in mutual funds and ETFs within the same investment family
Utilizes passive ETFs and direct investments in select financial instruments

Growth Outlook

Market capitalization stands at approximately $3.69 billion
Dividend yield of 5.42% reflects strong income potential
Price range over the past year indicates stable performance

Financial Highlights

Recent dividend paid per share is $1.42678
Year-to-date price range between $22.85 and $26.33
Trailing twelve months show consistent revenue generation

AI Generated • Aug 13, 2026

Industry

Capital Markets

Sector

Financials

Headquarters

New York, NY 10172, US

SMTYX 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/A

Shares Outstanding

Volume

N/A

Avg. Volume

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 SMTYX

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

JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund is trading at $26.15 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 $26.15 and $26.15.

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.

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

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

SMTYX News

Motley Fool Moneyball Superscore

Our CEO Is Handing Members His Secret Weapon

About JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund

SMTYX Financials

Key Financial Metrics (TTM)

Stock Overview

Financials (TTM)

Other Investments to Explore

People Also Watch

Trending Stocks

Questions About SMTYX

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

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

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

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

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

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