EWA
SJM icon

EP Wealth Advisors’s J.M. Smucker SJM Stock Holding History

EP Wealth Advisors’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
Q2 		$437K Buy
4,453
+778
+21% +$85.5K ﹤0.01% 835
2025
Q1 		$435K Buy
3,675
+1,595
+77% +$172K ﹤0.01% 755
2024
Q4 		$229K Buy
2,080
+213
+11% +$24.5K ﹤0.01% 1008
2024
Q3 		$226K Buy
+1,867
New +$220K ﹤0.01% 982

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

EP Wealth Advisors's SJM Position: Q2 2025 in Review

EP Wealth Advisors increased its J.M. Smucker (SJM) stake by 21% in Q2 2025, buying an estimated $85.5K and bringing the position to 4,453 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

EP Wealth Advisors first reported a position in SJM in Q3 2024 and has held it in 4 quarters since. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • EP Wealth Advisors held 4,453 shares of J.M. Smucker worth $437K as of Q2 2025.
  • EP Wealth Advisors bought 778 J.M. Smucker shares in Q2 2025, an estimated $85.5K.
  • J.M. Smucker made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #835 holding.
  • EP Wealth Advisors first reported a position in J.M. Smucker in Q3 2024 and has held it in 4 quarters since.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.