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BOK Financial Private Wealth’s J.M. Smucker SJM Stock Holding History

BOK Financial Private Wealth’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4
Closed -$441 – 641
2024
Q4 		$441 Buy
+4
New +$460 ﹤0.01% 590
2022
Q4 		– Sell
-230
Closed -$32K – 379
2022
Q3 		$32K Hold
230
– – ﹤0.01% 272
2022
Q2 		$29K Sell
230
-2,135
-90% -$285K ﹤0.01% 289
2022
Q1 		$320K Sell
2,365
-978
-29% -$133K 0.02% 224
2021
Q4 		$454K Buy
+3,343
New +$426K 0.03% 178

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOK Financial Private Wealth's SJM Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 4 shares — an estimated $441 sold.

BOK Financial Private Wealth first reported a position in SJM in Q4 2021 and held it in 5 quarters. The position peaked at $454K in Q4 2021. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 4 J.M. Smucker shares in Q1 2025, an estimated $441.
  • BOK Financial Private Wealth first reported a position in J.M. Smucker in Q4 2021 and held it in 5 quarters.
  • BOK Financial Private Wealth's J.M. Smucker position peaked at $454K in Q4 2021.
  • 833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.