JP Morgan Chase’s J.M. Smucker SJM Stock Holding History

JP Morgan Chase’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 Q1	–	Sell	-35,300	Closed	-$3.89M	–	7689
2024 Q4	$3.89M	Buy	+35,300	New	+$4.06M	﹤0.01%	3591
2021 Q3	–	Sell	-16,600	Closed	-$2.15M	–	6763
2021 Q2	$2.15M	Sell	16,600 -49,900	-75%	-$6.63M	﹤0.01%	3745
2021 Q1	$8.41M	Buy	+66,500	New	+$7.85M	﹤0.01%	2525
2019 Q1	–	Sell	-16,000	Closed	-$1.5M	–	6015
2018 Q4	$1.5M	Buy	+16,000	New	+$1.67M	﹤0.01%	3487
2018 Q3	–	Sell	-32,500	Closed	-$3.49M	–	5805
2018 Q2	$3.49M	Buy	+32,500	New	+$3.65M	﹤0.01%	2971
2015 Q3	–	Sell	-125,700	Closed	-$13.6M	–	4058
2015 Q2	$13.6M	Buy	+125,700	New	+$14.5M	﹤0.01%	1686

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase's SJM Position: Q1 2026 in Review

JP Morgan Chase increased its J.M. Smucker (SJM) stake by 107% in Q1 2026, buying an estimated $42.7M and bringing the position to 790,103 shares worth $75.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

JP Morgan Chase first reported a position in SJM in Q2 2013 and has held it in 52 quarters since. The position peaked at $139M in Q2 2013. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

JP Morgan Chase held 790,103 shares of J.M. Smucker worth $75.2M as of Q1 2026.
JP Morgan Chase bought 408,024 J.M. Smucker shares in Q1 2026, an estimated $42.7M.
J.M. Smucker made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1132 holding.
JP Morgan Chase first reported a position in J.M. Smucker in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's J.M. Smucker position peaked at $139M in Q2 2013.
816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.