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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$16.6K	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%	+$65.8K	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	+$13K	﹤0.01%	441
2018 Q3	–	Sell	-78	Closed	-$8K	–	672
2018 Q2	$8K	Hold	78	–	–	﹤0.01%	418
2018 Q1	$10K	Hold	78	–	–	﹤0.01%	377
2017 Q4	$10K	Sell	78 -10	-11%	-$1.28K	﹤0.01%	372
2017 Q3	$9K	Buy	88 +10	+13%	+$1.02K	﹤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%	-$71.8K	﹤0.01%	363
2016 Q3	$86K	Buy	638 +617	+2,938%	+$83.2K	0.01%	402
2016 Q2	$3K	Sell	21 -44	-68%	-$6.29K	﹤0.01%	449
2016 Q1	$8K	Buy	65 +44	+210%	+$5.42K	﹤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	+$2K	﹤0.01%	345