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Jentner Corp’s J.M. Smucker SJM Stock Holding History

Jentner Corp’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
2024
Q4 		– Sell
-1,907
Closed -$231K – 60
2024
Q3 		$231K Hold
1,907
– – 0.07% 54
2024
Q2 		$208K Buy
1,907
+16
+0.8% +$1.81K 0.07% 50
2024
Q1 		$238K Buy
1,891
+14
+0.7% +$1.77K 0.08% 48
2023
Q4 		$237K Buy
+1,877
New +$217K 0.09% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Jentner Corp's SJM Position: Q4 2024 in Review

Jentner Corp sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 1,907 shares — an estimated $231K sold.

Jentner Corp first reported a position in SJM in Q4 2023 and held it in 4 quarters. The position peaked at $238K in Q1 2024. 846 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Jentner Corp reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Jentner Corp sold 1,907 J.M. Smucker shares in Q4 2024, an estimated $231K.
  • Jentner Corp first reported a position in J.M. Smucker in Q4 2023 and held it in 4 quarters.
  • Jentner Corp's J.M. Smucker position peaked at $238K in Q1 2024.
  • 846 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Jentner Corp's 13F filing for Q4 2024, filed 14 Feb 2025.