JPMorgan SmartRetirement 2040 A (SMTAX) Stock Price & Analysis
JPMorgan SmartRetirement 2040 A (SMTAX) closed at USD 25.07 on Friday, October 23, 2026, down 0.40% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 25.17; the Oct 23, 2026 session ranged USD 25.07–25.07 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 22.62–26.14 (NAS). Source: Nexqual, retrieved October 24, 2026 at 10:52 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SMTAX.md
Key facts (SMTAX)
- Total return with dividends: 1Y +7.0% vs S&P 500 +13.4%; 5Y +37.1% vs S&P 500 +76.9%.
Total return (dividends reinvested) (SMTAX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +7.0% | +37.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.1% | +6.5% |
| Volatility (annualized) | 11.0% | 13.1% |
| Max drawdown | -8.1% (Feb 2026→Mar 2026) | -24.8% (Nov 2021→Oct 2022) |
Key Statistics (as of October 24, 2026 at 10:52 UTC)
| Price | USD 25.07 |
|---|---|
| Change | ▼ 0.40% (down) |
| Previous Close | USD 25.17 |
| Open | USD 25.07 |
| Day Range | USD 25.07 – 25.07 |
| 52-Week Range | USD 22.62 – 26.14 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (SMTAX)
Nexqual's technical model rates SMTAX "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 24, 2026 at 10:52 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 39.26 (neutral) |
| vs SMA50 | Below (USD 25.55) |
| MACD | -0.09 (negative) |
Financial Health Score (SMTAX)
Nexqual rates JPMorgan SmartRetirement 2040 A's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 10:52 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| JSMAX | JPMorgan SmartRetirement 2030 C | USD 20.56 | ▲ 0% |
| SRJAX | JP Morgan Smart Retirement 2035 | USD 22.5 | ▲ 0% |
| JTSAX | JPMorgan SmartRetirement® 2050 | USD 27.04 | ▼ 0% |
| JSAAX | JPMorgan SmartRetirement® 2045 | USD 25.81 | ▲ 0% |
| JSRAX | JPMorgan SmartRetirement® Inco | USD 16.88 | ▲ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 10:52 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt