BackJPMorgan SmartRetirement® 2040 Fund Class R5 Overview

JPMorgan SmartRetirement® 2040 Fund Class R5 Goodwill

JPMorgan SmartRetirement® 2040 Fund Class R5's goodwill is $53B.

Get informed when a big investor buys or sells

+ Follow
Goodwill
$52.75B
↑ 0.24% YoYΔ $127.00M vs prior year quarter

Peer trimmed avg / median

Loading

JPMorgan SmartRetirement® 2040 Fund Class R5 Goodwill History

Loading

JPMorgan SmartRetirement® 2040 Fund Class R5 vs. peers: Goodwill Comparison

Loading

JPMorgan SmartRetirement® 2040 Fund Class R5 Goodwill Growth (YoY per quarter)

Latest change versus the prior comparable period (same company).

Loading

Balance Sheet Breakdown

Current CashShort Term InvestmentsReceivablesInventoryOther Current AssetsCurrent AssetsLong Term InvestmentsProperty Plant EquipmentGoodwillIntangible AssetsOther AssetsTotal AssetsNet Tangible AssetsAccounts PayableOther Current LiabilitiesTotal Current LiabilitiesLong Term DebtOther LiabilitiesMinority InterestTotal Liabilities

JPMorgan SmartRetirement® 2040 Fund Class R5 (SMTIX) FAQ

As of the most recent data (June 2025), SMTIX shows a goodwill of $53B. That compares with $53B in the prior-year period — up 0.2% year over year. Scroll down for historical charts and peer comparison views.

Compared with the year-ago period, SMTIX's goodwill is now $53B (was $53B) — a 0.2% year-over-year increase. Pairing that YoY change with peer averages gives a clearer picture of whether JPMorgan SmartRetirement® 2040 Fund Class R5 is outperforming or lagging.

Tracking SMTIX's goodwill over time shows whether JPMorgan SmartRetirement® 2040 Fund Class R5 is scaling, shrinking, or reshaping that part of the business. The current reading is $53B That compares with $53B in the prior-year period — up 0.2% year over year. Multi-quarter patterns matter more than any single print, which is why this page emphasizes history and peer comparison charts.

Besides this goodwill page, Stockcircle has JPMorgan SmartRetirement® 2040 Fund Class R5's full stock overview, other financial metrics, insider and congress trade tabs, and tools to follow the stock. Together they help you connect goodwill (currently $53B) with ownership activity and broader fundamentals.