JAG
SJM icon

Journey Advisory Group’s J.M. Smucker SJM Stock Holding History

Journey Advisory Group’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
2025
Q3 		– Sell
-2,143
Closed -$210K – 286
2025
Q2 		$210K Buy
2,143
+261
+14% +$28.7K 0.02% 269
2025
Q1 		$223K Sell
1,882
-352
-16% -$38K 0.02% 263
2024
Q4 		$244K Hold
2,234
– – 0.03% 207
2024
Q3 		$244K Hold
2,234
– – 0.03% 207
2024
Q2 		$244K Sell
2,234
-448
-17% -$50.7K 0.03% 207
2024
Q1 		$338K Buy
2,682
+413
+18% +$52.3K 0.04% 189
2023
Q4 		$287K Sell
2,269
-215
-9% -$24.9K 0.04% 181
2023
Q3 		$305K Hold
2,484
– – 0.05% 173
2023
Q2 		$367K Sell
2,484
-414
-14% -$63.1K 0.05% 167
2023
Q1 		$456K Sell
2,898
-103
-3% -$15.6K 0.07% 157
2022
Q4 		$476K Sell
3,001
-560
-16% -$83.4K 0.12% 131
2022
Q3 		$489K Buy
3,561
+1
+0% +$136 0.12% 140
2022
Q2 		$477K Buy
3,560
+566
+19% +$75.5K 0.11% 153
2022
Q1 		$405K Sell
2,994
-26
-0.9% -$3.54K 0.1% 157
2021
Q4 		$410K Sell
3,020
-283
-9% -$36.1K 0.11% 150
2021
Q3 		$396K Sell
3,303
-1,304
-28% -$166K 0.13% 145
2021
Q2 		$597K Sell
4,607
-200
-4% -$26.6K 0.19% 105
2021
Q1 		$608K Sell
4,807
-39
-0.8% -$4.6K 0.21% 96
2020
Q4 		$560K Buy
+4,846
New +$563K 0.21% 94

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return