JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $967K | Sell |
7,869
-7,393
| -48% | -$1.05M | ﹤0.01% | 989 |
|
|
2023
Q2 | $2.25M | Sell |
15,262
-213
| -1% | -$32.5K | 0.01% | 525 |
|
|
2023
Q1 | $2.44M | Buy |
15,475
+197
| +1% | +$29.9K | 0.01% | 806 |
|
|
2022
Q4 | $2.42M | Buy |
15,278
+514
| +3% | +$76.6K | 0.01% | 778 |
|
|
2022
Q3 | $2.03M | Sell |
14,764
-6,661
| -31% | -$908K | 0.01% | 834 |
|
|
2022
Q2 | $2.74M | Sell |
21,425
-2,831
| -12% | -$378K | 0.01% | 746 |
|
|
2022
Q1 | $3.29M | Buy |
24,256
+645
| +3% | +$87.9K | 0.01% | 732 |
|
|
2021
Q4 | $3.21M | Buy |
23,611
+1,501
| +7% | +$191K | 0.01% | 748 |
|
|
2021
Q3 | $2.65M | Buy |
22,110
+3,705
| +20% | +$471K | 0.01% | 784 |
|
|
2021
Q2 | $2.38M | Buy |
18,405
+5,072
| +38% | +$674K | 0.01% | 810 |
|
|
2021
Q1 | $1.69M | Buy |
13,333
+705
| +6% | +$83.2K | 0.01% | 824 |
|
|
2020
Q4 | $1.46M | Sell |
12,628
-2,838
| -18% | -$330K | ﹤0.01% | 859 |
|
|
2020
Q3 | $1.79M | Buy |
15,466
+135
| +0.9% | +$15K | 0.01% | 679 |
|
|
2020
Q2 | $1.62M | Buy |
15,331
+2,287
| +18% | +$257K | 0.01% | 647 |
|
|
2020
Q1 | $1.45M | Sell |
13,044
-1,148
| -8% | -$123K | 0.01% | 607 |
|
|
2019
Q4 | $1.48M | Sell |
14,192
-4,081
| -22% | -$432K | 0.01% | 674 |
|
|
2019
Q3 | $2.01M | Buy |
18,273
+2,338
| +15% | +$261K | 0.01% | 587 |
|
|
2019
Q2 | $1.84M | Sell |
15,935
-1,546
| -9% | -$189K | 0.01% | 609 |
|
|
2019
Q1 | $2.04M | Sell |
17,481
-15,783
| -47% | -$1.65M | 0.01% | 609 |
|
|
2018
Q4 | $3.11M | Buy |
33,264
+11,112
| +50% | +$1.16M | 0.02% | 469 |
|
|
2018
Q3 | $2.27M | Buy |
22,152
+918
| +4% | +$100K | 0.01% | 598 |
|
|
2018
Q2 | $2.28M | Buy |
21,234
+10,197
| +92% | +$1.15M | 0.01% | 578 |
|
|
2018
Q1 | $1.37M | Buy |
11,037
+2,118
| +24% | +$265K | 0.01% | 574 |
|
|
2017
Q4 | $1.11M | Sell |
8,919
-172
| -2% | -$19.1K | 0.01% | 632 |
|
|
2017
Q3 | $953K | Sell |
9,091
-2,326
| -20% | -$266K | 0.01% | 644 |
|
|
2017
Q2 | $1.35M | Buy |
11,417
+2,283
| +25% | +$289K | 0.01% | 542 |
|
|
2017
Q1 | $1.2M | Buy |
9,134
+2,755
| +43% | +$374K | 0.01% | 586 |
|
|
2016
Q4 | $817K | Buy |
6,379
+869
| +16% | +$113K | 0.01% | 658 |
|
|
2016
Q3 | $747K | Sell |
5,510
-465
| -8% | -$68.2K | 0.01% | 659 |
|
|
2016
Q2 | $911K | Sell |
5,975
-151
| -2% | -$20.1K | 0.01% | 617 |
|
|
2016
Q1 | $796K | Buy |
6,126
+607
| +11% | +$76.5K | 0.01% | 615 |
|
|
2015
Q4 | $681K | Buy |
5,519
+1,589
| +40% | +$189K | 0.01% | 613 |
|
|
2015
Q3 | $448K | Sell |
3,930
-589
| -13% | -$65.7K | 0.01% | 655 |
|
|
2015
Q2 | $490K | Sell |
4,519
-200
| -4% | -$23.1K | 0.01% | 682 |
|
|
2015
Q1 | $546K | Sell |
4,719
-511
| -10% | -$56K | 0.01% | 697 |
|
|
2014
Q4 | $528K | Sell |
5,230
-195
| -4% | -$19.8K | 0.01% | 686 |
|
|
2014
Q3 | $537K | Buy |
5,425
+661
| +14% | +$67.8K | 0.01% | 672 |
|
|
2014
Q2 | $508K | Buy |
4,764
+671
| +16% | +$67.4K | 0.01% | 560 |
|
|
2014
Q1 | $398K | Buy |
4,093
+127
| +3% | +$12.3K | 0.01% | 640 |
|
|
2013
Q4 | $411K | Buy |
3,966
+206
| +5% | +$21.8K | 0.01% | 484 |
|
|
2013
Q3 | $395K | Buy |
3,760
+16
| +0.4% | +$1.73K | 0.01% | 468 |
|
|
2013
Q2 | $386K | Buy |
+3,744
| New | +$381K | 0.01% | 453 |
|
Other funds holding SJM
JP Morgan Private Wealth Advisors's SJM Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its J.M. Smucker (SJM) stake by 48% in Q3 2023, selling an estimated $1.05M and leaving 7,869 shares worth $967K. The position accounts for ﹤0.01% of the portfolio, ranked #989.
JP Morgan Private Wealth Advisors first reported a position in SJM in Q2 2013 and has held it in 42 quarters since. The position peaked at $3.29M in Q1 2022. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.
- JP Morgan Private Wealth Advisors held 7,869 shares of J.M. Smucker worth $967K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 7,393 J.M. Smucker shares in Q3 2023, an estimated $1.05M.
- J.M. Smucker made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #989 holding.
- JP Morgan Private Wealth Advisors first reported a position in J.M. Smucker in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's J.M. Smucker position peaked at $3.29M in Q1 2022.
- 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.