Jones Financial Companies
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Jones Financial Companies’s J.M. Smucker SJM Stock Holding History

Jones Financial Companies’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 		$2.97M Buy
25,668
+11,667
+83% +$1.19M ﹤0.01% 1417
2026
Q1 		$1.33M Buy
14,001
+4,941
+55% +$517K ﹤0.01% 1604
2025
Q4 		$886K Buy
9,060
+1,667
+23% +$172K ﹤0.01% 1283
2025
Q3 		$807K Buy
7,393
+2,592
+54% +$281K ﹤0.01% 1208
2025
Q2 		$462K Buy
4,801
+1,260
+36% +$139K ﹤0.01% 1304
2025
Q1 		$414K Buy
3,541
+918
+35% +$99.1K ﹤0.01% 1208
2024
Q4 		$289K Sell
2,623
-963
-27% -$111K ﹤0.01% 1189
2024
Q3 		$434K Buy
3,586
+710
+25% +$83.6K ﹤0.01% 870
2024
Q2 		$314K Buy
2,876
+2,101
+271% +$238K ﹤0.01% 680
2024
Q1 		$97.5K Buy
775
+653
+535% +$82.7K ﹤0.01% 599
2023
Q4 		$15.4K Hold
122
– – ﹤0.01% 625
2023
Q3 		$15K Hold
122
– – ﹤0.01% 458
2023
Q2 		$18K Buy
+122
New +$18.6K ﹤0.01% 431
2022
Q3 		– Sell
-200
Closed -$26K – 714
2022
Q2 		$26K Buy
200
+78
+64% +$10.4K ﹤0.01% 376
2022
Q1 		$17K Buy
122
+22
+22% +$3K ﹤0.01% 457
2021
Q4 		$14K Buy
+100
New +$12.8K ﹤0.01% 516
2021
Q2 		– Sell
-2
Closed – – 777
2021
Q1 		$0 Hold
2
– – ﹤0.01% 857
2020
Q4 		$0 Buy
+2
New +$232 ﹤0.01% 681
2013
Q4 		– Sell
-79
Closed -$8K – 486
2013
Q3 		$8K Sell
79
-41
-34% -$4.44K ﹤0.01% 536
2013
Q2 		$12K Buy
+120
New +$12.2K ﹤0.01% 565

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies's SJM Position: Q2 2026 in Review

Jones Financial Companies increased its J.M. Smucker (SJM) stake by 83% in Q2 2026, buying an estimated $1.19M and bringing the position to 25,668 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Jones Financial Companies first reported a position in SJM in Q2 2013 and has held it in 20 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Jones Financial Companies held 25,668 shares of J.M. Smucker worth $2.97M as of Q2 2026.
  • Jones Financial Companies bought 11,667 J.M. Smucker shares in Q2 2026, an estimated $1.19M.
  • J.M. Smucker made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1417 holding.
  • Jones Financial Companies first reported a position in J.M. Smucker in Q2 2013 and has held it in 20 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.