Financial Services

JPMorgan SmartRetirement Blend 2045 Fund Class R5(JMBRX)

Fund

Live Price

Offline

$42.68

+1.07% today

1Y Change

+21.18%

Window

Jun 23, 2025 → Jun 17, 2026

Market Cap: $2.88B
Dividend Yield: 0.0%
50-Day Avg: —
Exchange: NASDAQ

Coverage: 248 bars · Jun 23, 2025 → Jun 17, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

JPMorgan SmartRetirement Blend 2045 Fund Class R5 (JMBRX) is a fund with a market cap of $2.88B and listed on NASDAQ. The fund last traded around $42.68 and up 21.2% across the available one-year price window (Jun 23, 2025 → Jun 17, 2026). Stock Foundry combines JMBRX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

JMBRX

—

Normalized return

SPY

—

S&P 500

Excess Return

—

Relative to SPY

JMBRX Max Drawdown

-8.49%

Trailing 1Y

SPY Max Drawdown

—

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for JMBRX and SPY.

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We do not have analyst estimates for JMBRX yet. Once the upstream feed includes this ticker, the outlook cards and table will light up automatically.

Next Step

Put consensus data in context

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