Jones Financial Companies’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VCM
VPM
