JPMorgan SmartRetirement 2040 Fund Class A
Balance Sheet
Last updated:
The balance sheet is a financial statement presenting the value of assets, liabilities and equity of a company. How has JPMorgan SmartRetirement 2040 Fund Class A's balance sheet done over the years? Its assets were worth $3,875,393,000,000 last year, which is more than in the previous period. 92% of JPMorgan SmartRetirement 2040 Fund Class A’s total assets is currently financed by debt. Its liabilities reached the amount of $3,547,515,000,000, which means an increase by 5% compared compared to last year.
Debt to Assets
| 2014 | 2572274000000 | 2.34T | 90.99% |
|---|---|---|---|
| 2015 | 2351698000000 | 2.10T | 89.47% |
| 2016 | 2490972000000 | 2.23T | 89.8% |
| 2017 | 2533600000000 | 2.27T | 89.91% |
| 2018 | 2622532000000 | 2.36T | 90.22% |
| 2019 | 2687379000000 | 2.42T | 90.28% |
| 2020 | 3384757000000 | 3.10T | 91.75% |
| 2021 | 3743567000000 | 3.44T | 92.14% |
| 2022 | 3665743000000 | 3.37T | 92.03% |
| 2023 | 3875393000000 | 3.54T | 91.54% |
SMTAX Balance Sheet (2014 – 2023)
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|
Assets | ||||||||||
Current assets: | ||||||||||
Cash and cash equivalents | 604.57B | 540.52B | 721.20B | 503.20B | 217.14B | 238.07B | 385.82B | 4.63B | 6.77B | 18.01B |
Short term investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Net receivables | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Inventory | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Other current assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Total current assets | 604.57B | 540.52B | 721.20B | 503.20B | 217.14B | 238.07B | 385.82B | 4.63B | 6.77B | 18.01B |
Non-current assets: | ||||||||||
Property, Plant and Equipment | 40.82B | 40.03B | 44.62B | 48.26B | 49.4B | 36.36B | 14.15B | 14.13B | 14.36B | 15.13B |
Goodwill | 52.63B | 51.66B | 50.31B | 49.24B | 47.82B | 47.47B | 47.50B | 47.28B | 47.32B | 47.64B |
Intangible assets | 11.74B | 9.19B | 6.37B | 4.18B | 5.51B | 6.87B | 6.88B | 6.95B | 7.62B | 8.62B |
Long term investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Other non-current assets | 3.16T | 3.02T | 2.92T | 2.77T | 2.36T | -90.71B | -68.55B | -68.37B | -69.31B | -71.40B |
Total non-current assets | 3.27T | 3.12T | 3.02T | 2.88T | 2.47T | 90.71B | 68.55B | 68.37B | 69.31B | 71.40B |
Total assets | 3.87T | 3.66T | 3.74T | 3.38T | 2.68T | 2.62T | 2.53T | 2.49T | 2.35T | 2.57T |
Liabilities | ||||||||||
| Current liabilities: | ||||||||||
Accounts payable | ||||||||||
Deferred revenue | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Short term debt | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Total current liabilities | 175.16B | 199.99B | 178.97B | 147.99B | 124.77B | 120.59B | 107.62B | 113.64B | 107.63B | 134.46B |
| Non-current liabilities: | ||||||||||
Long term debt | 363.92B | 308.47B | 311.75B | 299.26B | 309.33B | 302.27B | 310.16B | 334.29B | 330.53B | 328.69B |
Deferred tax | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Other non-current liabilities | 3.00T | 2.86T | 2.95T | 2.65T | 1.99T | -302.27B | -310.16B | -334.29B | -330.53B | -328.69B |
Total non-current liabilities | 3.37T | 3.17T | 3.27T | 2.95T | 2.30T | 302.27B | 310.16B | 334.29B | 330.53B | 328.69B |
Total liabilities | 3.54T | 3.37T | 3.44T | 3.10T | 2.42T | 2.36T | 2.27T | 2.23T | 2.10T | 2.34T |