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Chicago Partners Investment Group’s J.M. Smucker SJM Stock Holding History

Chicago Partners Investment Group’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
2026
Q2 		$422K Buy
+3,649
New +$372K 0.01% 1089
2018
Q4 		– Sell
-123
Closed -$13K – 814
2018
Q3 		$13K Hold
123
– – ﹤0.01% 763
2018
Q2 		$13K Hold
123
– – ﹤0.01% 754
2018
Q1 		$15K Buy
+123
New +$15.4K ﹤0.01% 699

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Chicago Partners Investment Group's SJM Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in J.M. Smucker (SJM) in Q2 2026: 3,649 shares worth $422K. The stake represents 0.01% of the portfolio and ranks #1089 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in SJM as recently as Q3 2018.

Chicago Partners Investment Group first reported a position in SJM in Q1 2018 and has held it in 4 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Chicago Partners Investment Group held 3,649 shares of J.M. Smucker worth $422K as of Q2 2026.
  • J.M. Smucker was a new Chicago Partners Investment Group position in Q2 2026.
  • J.M. Smucker made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1089 holding.
  • Chicago Partners Investment Group first reported a position in J.M. Smucker in Q1 2018 and has held it in 4 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.