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

JFS 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
2026 Q2	$18.7K	Buy	166 +14	+9%	+$1.43K	﹤0.01%	787
2026 Q1	$14.7K	Sell	152 -21	-12%	-$2.2K	﹤0.01%	823
2025 Q4	$16.9K	Buy	173 +136	+368%	+$14.1K	﹤0.01%	802
2025 Q3	$4.02K	Sell	37 -55	-60%	-$5.97K	﹤0.01%	1203
2025 Q2	$9.04K	Sell	92 -10	-10%	-$1.1K	﹤0.01%	899
2025 Q1	$12.1K	Sell	102 -2	-2%	-$216	﹤0.01%	816
2024 Q4	$11.5K	Sell	104 -12	-10%	-$1.38K	﹤0.01%	811
2024 Q3	$14K	Buy	116 +22	+23%	+$2.59K	﹤0.01%	737
2024 Q2	$10.3K	Sell	94 -1	-1%	-$113	﹤0.01%	792
2024 Q1	$12K	Sell	95 -7	-7%	-$886	﹤0.01%	763
2023 Q4	$12.9K	Sell	102 -6	-6%	-$695	﹤0.01%	703
2023 Q3	$13.3K	Sell	108 -22	-17%	-$3.13K	﹤0.01%	636
2023 Q2	$19.2K	Sell	130 -25	-16%	-$3.81K	﹤0.01%	563
2023 Q1	$24.4K	Sell	155 -1	-0.6%	-$152	﹤0.01%	485
2022 Q4	$24.7K	Buy	156 +2	+1%	+$298	﹤0.01%	485
2022 Q3	$21K	Buy	154 +32	+26%	+$4.36K	﹤0.01%	563
2022 Q2	$16K	Sell	122 -9	-7%	-$1.2K	﹤0.01%	638
2022 Q1	$18K	Buy	131 +39	+42%	+$5.32K	﹤0.01%	636
2021 Q4	$12K	Buy	92 +26	+39%	+$3.32K	﹤0.01%	666
2021 Q3	$8K	Hold	66	–	–	﹤0.01%	678
2021 Q2	$9K	Sell	66 -25	-27%	-$3.32K	﹤0.01%	457
2021 Q1	$12K	Hold	91	–	–	﹤0.01%	402
2020 Q4	$11K	Buy	91 +66	+264%	+$7.67K	﹤0.01%	413
2020 Q3	$3K	Hold	25	–	–	﹤0.01%	489
2020 Q2	$3K	Hold	25	–	–	﹤0.01%	470
2020 Q1	$3K	Hold	25	–	–	﹤0.01%	419
2019 Q4	$3K	Hold	25	–	–	﹤0.01%	440
2019 Q3	$3K	Hold	25	–	–	﹤0.01%	435
2019 Q2	$3K	Hold	25	–	–	﹤0.01%	422
2019 Q1	$3K	Hold	25	–	–	﹤0.01%	423
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	427
2018 Q3	$3K	Hold	25	–	–	﹤0.01%	486
2018 Q2	$3K	Sell	25 -44	-64%	-$4.94K	﹤0.01%	427
2018 Q1	$9K	Hold	69	–	–	﹤0.01%	375
2017 Q4	$9K	Buy	69 +44	+176%	+$4.89K	﹤0.01%	383
2017 Q3	$3K	Hold	25	–	–	﹤0.01%	411
2017 Q2	$3K	Hold	25	–	–	﹤0.01%	391
2017 Q1	$3K	Hold	25	–	–	﹤0.01%	411
2016 Q4	$3K	Hold	25	–	–	﹤0.01%	411
2016 Q3	$3K	Hold	25	–	–	﹤0.01%	447
2016 Q2	$4K	Sell	25 -6	-19%	-$798	﹤0.01%	443
2016 Q1	$4K	Buy	31 +1	+3%	+$126	﹤0.01%	468
2015 Q4	$4K	Buy	30 +5	+20%	+$596	﹤0.01%	469
2015 Q3	$3K	Buy	25 +5	+25%	+$557	﹤0.01%	426
2015 Q2	$2K	Hold	20	–	–	﹤0.01%	470
2015 Q1	$2K	Hold	20	–	–	﹤0.01%	467
2014 Q4	$2K	Hold	20	–	–	﹤0.01%	486
2014 Q3	$2K	Hold	20	–	–	﹤0.01%	439
2014 Q2	$2K	Buy	+20	New	+$2.01K	﹤0.01%	437

Other funds holding SJM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return