JPWM
Jamison Private Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,946
| Closed | -$2.48M | – | 205 |
|
|
2025
Q1 | $2.48M | Sell |
20,946
-6
| -0% | -$710 | 0.38% | 65 |
|
|
2024
Q4 | $2.31M | Buy |
20,952
+326
| +2% | +$35.9K | 0.34% | 70 |
|
|
2024
Q3 | $2.5M | Buy |
20,626
+17
| +0.1% | +$2.06K | 0.38% | 64 |
|
|
2024
Q2 | $2.25M | Sell |
20,609
-88
| -0.4% | -$9.6K | 0.37% | 61 |
|
|
2024
Q1 | $2.61M | Buy |
20,697
+272
| +1% | +$34.2K | 0.44% | 56 |
|
|
2023
Q4 | $2.58M | Sell |
20,425
-1,117
| -5% | -$141K | 0.48% | 54 |
|
|
2023
Q3 | $2.65M | Buy |
+21,542
| New | +$2.65M | 0.55% | 53 |
|