J.P. Morgan Private Wealth Advisors’s J.M. Smucker SJM Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio SJM Stock Details SJM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$967K	Sell	7,869 -7,393	-48%	-$909K	﹤0.01%	989
2023 Q2	$2.25M	Sell	15,262 -213	-1%	-$31.5K	0.01%	525
2023 Q1	$2.44M	Buy	15,475 +197	+1%	+$31K	0.01%	806
2022 Q4	$2.42M	Buy	15,278 +514	+3%	+$81.4K	0.01%	778
2022 Q3	$2.03M	Sell	14,764 -6,661	-31%	-$915K	0.01%	834
2022 Q2	$2.74M	Sell	21,425 -2,831	-12%	-$362K	0.01%	746
2022 Q1	$3.29M	Buy	24,256 +645	+3%	+$87.4K	0.01%	732
2021 Q4	$3.21M	Buy	23,611 +1,501	+7%	+$204K	0.01%	748
2021 Q3	$2.65M	Buy	22,110 +3,705	+20%	+$445K	0.01%	784
2021 Q2	$2.39M	Buy	18,405 +5,072	+38%	+$657K	0.01%	810
2021 Q1	$1.69M	Buy	13,333 +705	+6%	+$89.2K	0.01%	824
2020 Q4	$1.46M	Sell	12,628 -2,838	-18%	-$328K	﹤0.01%	859
2020 Q3	$1.79M	Buy	15,466 +135	+0.9%	+$15.6K	0.01%	679
2020 Q2	$1.62M	Buy	15,331 +2,287	+18%	+$242K	0.01%	647
2020 Q1	$1.45M	Sell	13,044 -1,148	-8%	-$127K	0.01%	607
2019 Q4	$1.48M	Sell	14,192 -4,081	-22%	-$425K	0.01%	674
2019 Q3	$2.01M	Buy	18,273 +2,338	+15%	+$257K	0.01%	587
2019 Q2	$1.84M	Sell	15,935 -1,546	-9%	-$178K	0.01%	609
2019 Q1	$2.04M	Sell	17,481 -15,783	-47%	-$1.84M	0.01%	609
2018 Q4	$3.11M	Buy	33,264 +11,112	+50%	+$1.04M	0.02%	469
2018 Q3	$2.27M	Buy	22,152 +918	+4%	+$94.2K	0.01%	598
2018 Q2	$2.28M	Buy	21,234 +10,197	+92%	+$1.1M	0.01%	578
2018 Q1	$1.37M	Buy	11,037 +2,118	+24%	+$263K	0.01%	574
2017 Q4	$1.11M	Sell	8,919 -172	-2%	-$21.4K	0.01%	632
2017 Q3	$953K	Sell	9,091 -2,326	-20%	-$244K	0.01%	644
2017 Q2	$1.35M	Buy	11,417 +2,283	+25%	+$270K	0.01%	542
2017 Q1	$1.2M	Buy	9,134 +2,755	+43%	+$361K	0.01%	586
2016 Q4	$817K	Buy	6,379 +869	+16%	+$111K	0.01%	658
2016 Q3	$747K	Sell	5,510 -465	-8%	-$63K	0.01%	659
2016 Q2	$911K	Sell	5,975 -151	-2%	-$23K	0.01%	617
2016 Q1	$796K	Buy	6,126 +607	+11%	+$78.9K	0.01%	615
2015 Q4	$681K	Buy	5,519 +1,589	+40%	+$196K	0.01%	613
2015 Q3	$448K	Sell	3,930 -589	-13%	-$67.1K	0.01%	655
2015 Q2	$490K	Sell	4,519 -200	-4%	-$21.7K	0.01%	682
2015 Q1	$546K	Sell	4,719 -511	-10%	-$59.1K	0.01%	697
2014 Q4	$528K	Sell	5,230 -195	-4%	-$19.7K	0.01%	686
2014 Q3	$537K	Buy	5,425 +661	+14%	+$65.4K	0.01%	672
2014 Q2	$508K	Buy	4,764 +671	+16%	+$71.6K	0.01%	560
2014 Q1	$398K	Buy	4,093 +127	+3%	+$12.3K	0.01%	640
2013 Q4	$411K	Buy	3,966 +206	+5%	+$21.3K	0.01%	484
2013 Q3	$395K	Buy	3,760 +16	+0.4%	+$1.68K	0.01%	468
2013 Q2	$386K	Buy	+3,744	New	+$386K	0.01%	453