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Financial Services

JPMorgan SmartRetirement 2040 Fund Class C(SMTCX)

Fund

Live Price

Offline

$24.71

+0.98% today

1Y Change

+10.22%

Window

Jun 23, 2025 โ†’ Jun 8, 2026

Market Cap
$3.42B
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 241 bars ยท Jun 23, 2025 โ†’ Jun 8, 2026

Research Briefing

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

Decision context

Research Snapshot

JPMorgan SmartRetirement 2040 Fund Class C (SMTCX) is a fund with a market cap of $3.42B and listed on NASDAQ. The fund last traded around $24.71 and up 10.2% across the available one-year price window (Jun 23, 2025 โ†’ Jun 8, 2026). Stock Foundry combines SMTCX 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

SMTCX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

SMTCX Max Drawdown

-9.24%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for SMTCX and SPY.

Calendar-year return history is still loading or unavailable.

SMTCX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Monthly

Dividend Yield

No active yield

Trailing 12M Payout

$1.20

Last Payout

$0.39
Ex: Dec 31, 2025 ยท Pay: Jan 2, 2026
Ex-DateRecordPayDividendAdjFrequency
Dec 31, 2025Dec 30, 2025Jan 2, 2026$0.39$0.39Monthly
Dec 15, 2025Dec 12, 2025Dec 16, 2025$0.80$0.80Annual
Dec 31, 2024Dec 30, 2024Jan 2, 2025$0.37$0.37Annual
Dec 16, 2024Dec 13, 2024Dec 17, 2024$0.51$0.51Annual
Dec 29, 2023Dec 28, 2023Jan 2, 2024$0.24$0.24Annual
Dec 30, 2022Dec 29, 2022Jan 3, 2023$0.18$0.18Annual
Dec 15, 2022Dec 14, 2022Dec 16, 2022$1.42$1.42Annual
Dec 31, 2021Dec 30, 2021Jan 3, 2022$0.51$0.51Annual
Dec 15, 2021Dec 14, 2021Dec 16, 2021$3.41$3.41Annual
Dec 31, 2020Dec 30, 2020Jan 4, 2021$0.24$0.24Annual
Dec 15, 2020Dec 14, 2020Dec 16, 2020$0.76$0.76Irregular
Jun 30, 2020Jun 29, 2020Jul 1, 2020$0.22$0.22Semi-Annual
Dec 31, 2019Dec 30, 2019Jan 2, 2020$0.22$0.22Annual
Dec 16, 2019Dec 13, 2019Dec 17, 2019$2.05$2.05Quarterly
Sep 30, 2019Sep 27, 2019Oct 1, 2019$0.02$0.02Semi-Annual
Jun 28, 2019Jun 27, 2019Jul 1, 2019$0.01$0.01Semi-Annual
Dec 31, 2018Dec 28, 2018Jan 2, 2019$0.34$0.34Semi-Annual
Dec 14, 2018Dec 13, 2018Dec 17, 2018$0.67$0.67Quarterly
Sep 28, 2018โ€”โ€”$0.00$0.00Quarterly
Jun 29, 2018Jun 28, 2018Jul 2, 2018$0.01$0.01Semi-Annual
Dec 29, 2017Dec 28, 2017Jan 2, 2018$0.23$0.23Annual
Dec 15, 2017Dec 14, 2017Dec 18, 2017$0.54$0.54Irregular
Mar 31, 2017Mar 30, 2017Apr 3, 2017$0.00$0.00Semi-Annual
Dec 30, 2016Dec 29, 2016Jan 3, 2017$0.19$0.19Annual
Dec 16, 2016Dec 15, 2016Dec 19, 2016$0.19$0.19Quarterly
Sep 30, 2016Sep 29, 2016Oct 3, 2016$0.02$0.02Semi-Annual
Jun 30, 2016Jun 29, 2016Jul 1, 2016$0.02$0.02Semi-Annual
Dec 31, 2015Dec 30, 2015Jan 4, 2016$0.22$0.22Semi-Annual
Dec 18, 2015Dec 17, 2015Dec 21, 2015$0.25$0.25Irregular
Jun 30, 2015Jun 29, 2015Jul 1, 2015$0.03$0.03Semi-Annual
Dec 31, 2014Dec 30, 2014Jan 2, 2015$0.35$0.35Semi-Annual
Dec 17, 2014Dec 16, 2014Dec 18, 2014$0.31$0.31Irregular
Sep 30, 2014Sep 29, 2014Oct 1, 2014$0.02$0.02Irregular
Jun 30, 2014Jun 27, 2014Jul 1, 2014$0.02$0.02Quarterly
Mar 31, 2014Mar 28, 2014Apr 1, 2014$0.01$0.01Quarterly
Dec 31, 2013Dec 30, 2013Jan 2, 2014$0.34$0.34Irregular
Dec 18, 2013Dec 17, 2013Dec 19, 2013$0.23$0.23Quarterly
Sep 30, 2013Sep 27, 2013Oct 1, 2013$0.00$0.00Quarterly
Jun 28, 2013Jun 27, 2013Jul 1, 2013$0.02$0.02Quarterly
Mar 28, 2013Mar 27, 2013Apr 1, 2013$0.05$0.05Quarterly
No upcoming dividends in the next 90 days

Next Step

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