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

EP Wealth Advisors’s Portfolio SJM Stock Details SJM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$437K Buy
4,453
+778
+21% +$76.4K ﹤0.01% 835
2025
Q1 		$435K Buy
3,675
+1,595
+77% +$189K ﹤0.01% 755
2024
Q4 		$229K Buy
2,080
+213
+11% +$23.5K ﹤0.01% 1008
2024
Q3 		$226K Buy
+1,867
New +$226K ﹤0.01% 982