JNBA Financial Advisors’s J.M. Smucker SJM Stock Holding History

JNBA Financial 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	$55.7K	Buy	495 +9	+2%	+$917	﹤0.01%	308
2026 Q1	$46.9K	Hold	486	–	–	﹤0.01%	319
2025 Q4	$47.5K	Hold	486	–	–	﹤0.01%	317
2025 Q3	$52.8K	Hold	486	–	–	﹤0.01%	302
2025 Q2	$47.7K	Hold	486	–	–	﹤0.01%	299
2025 Q1	$57.5K	Hold	486	–	–	0.01%	268
2024 Q4	$53.5K	Hold	486	–	–	0.01%	278
2024 Q3	$58.9K	Hold	486	–	–	0.01%	270
2024 Q2	$53K	Hold	486	–	–	0.01%	280
2024 Q1	$61.2K	Hold	486	–	–	0.01%	269
2023 Q4	$61.4K	Hold	486	–	–	0.01%	267
2023 Q3	$59.7K	Hold	486	–	–	0.01%	265
2023 Q2	$71.8K	Hold	486	–	–	0.01%	255
2023 Q1	$76.5K	Hold	486	–	–	0.01%	253
2022 Q4	$77K	Sell	486 -105	-18%	-$15.6K	0.01%	251
2022 Q3	$81K	Hold	591	–	–	0.01%	238
2022 Q2	$76K	Hold	591	–	–	0.01%	243
2022 Q1	$80K	Buy	591 +486	+463%	+$66.2K	0.01%	250
2021 Q4	$14K	Hold	105	–	–	﹤0.01%	481
2021 Q3	$13K	Hold	105	–	–	﹤0.01%	489
2021 Q2	$14K	Hold	105	–	–	﹤0.01%	449
2021 Q1	$13K	Buy	+105	New	+$12.4K	﹤0.01%	441
2018 Q3	–	Sell	-78	Closed	-$8K	–	670
2018 Q2	$8K	Hold	78	–	–	﹤0.01%	418
2018 Q1	$10K	Hold	78	–	–	﹤0.01%	377
2017 Q4	$10K	Sell	78 -10	-11%	-$1.11K	﹤0.01%	372
2017 Q3	$9K	Buy	88 +10	+13%	+$1.14K	﹤0.01%	370
2017 Q2	$9K	Hold	78	–	–	﹤0.01%	360
2017 Q1	$10K	Hold	78	–	–	﹤0.01%	358
2016 Q4	$10K	Sell	78 -560	-88%	-$72.6K	﹤0.01%	363
2016 Q3	$86K	Buy	638 +617	+2,938%	+$90.6K	0.01%	402
2016 Q2	$3K	Sell	21 -44	-68%	-$5.85K	﹤0.01%	449
2016 Q1	$8K	Buy	65 +44	+210%	+$5.55K	﹤0.01%	375
2015 Q4	$3K	Hold	21	–	–	﹤0.01%	449
2015 Q3	$2K	Hold	21	–	–	﹤0.01%	474
2015 Q2	$2K	Hold	21	–	–	﹤0.01%	480
2015 Q1	$2K	Hold	21	–	–	﹤0.01%	485
2014 Q4	$2K	Hold	21	–	–	﹤0.01%	500
2014 Q3	$2K	Hold	21	–	–	﹤0.01%	535
2014 Q2	$2K	Hold	21	–	–	﹤0.01%	468
2014 Q1	$2K	Hold	21	–	–	﹤0.01%	438
2013 Q4	$2K	Hold	21	–	–	﹤0.01%	404
2013 Q3	$2K	Hold	21	–	–	﹤0.01%	389
2013 Q2	$2K	Buy	+21	New	+$2.14K	﹤0.01%	345

Other funds holding SJM

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JNBA Financial Advisors's SJM Position: Q2 2026 in Review

JNBA Financial Advisors increased its J.M. Smucker (SJM) stake by 1.9% in Q2 2026, buying an estimated $917 and bringing the position to 495 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

JNBA Financial Advisors first reported a position in SJM in Q2 2013 and has held it in 43 quarters since. The position peaked at $86K in Q3 2016. 309 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

JNBA Financial Advisors held 495 shares of J.M. Smucker worth $55.7K as of Q2 2026.
JNBA Financial Advisors bought 9 J.M. Smucker shares in Q2 2026, an estimated $917.
J.M. Smucker made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #308 holding.
JNBA Financial Advisors first reported a position in J.M. Smucker in Q2 2013 and has held it in 43 quarters since.
JNBA Financial Advisors's J.M. Smucker position peaked at $86K in Q3 2016.
309 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.