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JPL Wealth Management’s J.M. Smucker SJM Stock Holding History

JPL Wealth Management’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 		$1.8K Buy
16
+6
+60% +$611 ﹤0.01% 1111
2026
Q1 		$965 Buy
+10
New +$1.05K ﹤0.01% 1237
2025
Q4 		– Sell
-10
Closed -$1.09K – 956
2025
Q3 		$1.09K Buy
+10
New +$1.09K ﹤0.01% 981

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 $3.37T AUM 44.26% 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 40.91% 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

JPL Wealth Management's SJM Position: Q2 2026 in Review

JPL Wealth Management increased its J.M. Smucker (SJM) stake by 60% in Q2 2026, buying an estimated $611 and bringing the position to 16 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

JPL Wealth Management first reported a position in SJM in Q3 2025 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • JPL Wealth Management held 16 shares of J.M. Smucker worth $1.8K as of Q2 2026.
  • JPL Wealth Management bought 6 J.M. Smucker shares in Q2 2026, an estimated $611.
  • J.M. Smucker made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1111 holding.
  • JPL Wealth Management first reported a position in J.M. Smucker in Q3 2025 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.