JM 스머커 컴퍼니
MX ˙ BMV ˙ US8326964058
SecurityMX:SJM / The J. M. Smucker Company
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership4,339 shares
Latest Disclosed Value $ 418,453
Wealthfront Advisers Llc reports 34.46% increase in ownership of SJM / The J. M. Smucker Company

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 4,339 shares of The J. M. Smucker Company (MX:SJM) valued at $418,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 3,227 shares of The J. M. Smucker Company. This represents a change in shares of 34.46% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F SMUCKER J M COM NEW 832696405 4,339 1,112 34.46 418 32.70 0.0009
2026-01-30 2025-12-31 13F SMUCKER J M COM NEW 832696405 3,227 -77 -2.33 316 -12.01 0.0007
2025-11-06 2025-09-30 13F SMUCKER J M COM NEW 832696405 3,304 362 12.30 359 24.31 0.0008
2025-07-31 2025-06-30 13F SMUCKER J M COM NEW 832696405 2,942 -2,338 -44.28 289 -53.92 0.0007
2025-05-02 2025-03-31 13F SMUCKER J M COM NEW 832696405 5,280 -10,907 -67.38 625 -64.93 0.0017
2025-04-01 2024-12-31 13F/A-1 SMUCKER J M COM NEW 832696405 16,187 -21,973 -57.58 1,783 -61.44 0.0052
2024-11-12 2024-09-30 13F SMUCKER J M COM NEW 832696405 38,160 -487 -1.26 4,621 9.66 0.0142
2024-08-14 2024-06-30 13F SMUCKER J M COM NEW 832696405 38,647 -2,404 -5.86 4,214 -18.44 0.0142
2024-04-19 2024-03-31 13F SMUCKER J M COM NEW 832696405 41,051 -1,646 -3.86 5,167 -4.24 0.0181
2024-02-09 2023-12-31 13F SMUCKER J M COM NEW 832696405 42,697 822 1.96 5,396 4.86 0.0207
2023-11-01 2023-09-30 13F SMUCKER J M COM NEW 832696405 41,875 -13,585 -24.50 5,147 -37.16 0.0222
2023-08-07 2023-06-30 13F SMUCKER J M COM NEW 832696405 55,460 3,435 6.60 8,190 0.02 0.0347
2023-04-28 2023-03-31 13F SMUCKER J M COM NEW 832696405 52,025 -3,943 -7.05 8,187 -7.68 0.0372
2023-02-10 2022-12-31 13F SMUCKER J M COM NEW 832696405 55,968 7,773 16.13 8,869 33.92 0.0430
2022-11-14 2022-09-30 13F SMUCKER J M COM NEW 832696405 48,195 20,612 74.73 6,622 87.54 0.0352
2022-07-20 2022-06-30 13F SMUCKER J M COM NEW 832696405 27,583 1,794 6.96 3,531 1.12 0.0177
2022-05-16 2022-03-31 13F SMUCKER J M COM NEW 832696405 25,789 6,270 32.12 3,492 31.72 0.0153
2022-01-21 2021-12-31 13F SMUCKER J M COM NEW 832696405 19,519 -1,524 -7.24 2,651 4.95 0.0112
2021-11-15 2021-09-30 13F SMUCKER J M COM NEW 832696405 21,043 -2,154 -9.29 2,526 -15.97 0.0117
2021-08-16 2021-06-30 13F SMUCKER J M COM NEW 832696405 23,197 1,288 5.88 3,006 8.44 0.0143
2021-05-14 2021-03-31 13F SMUCKER J M COM NEW 832696405 21,909 4,229 23.92 2,772 35.62 0.0148
2021-02-16 2020-12-31 13F SMUCKER J M COM NEW 832696405 17,680 5,164 41.26 2,044 41.36 0.0123
2020-11-16 2020-09-30 13F SMUCKER J M COM NEW 832696405 12,516 293 2.40 1,446 11.83 0.0103
2020-08-14 2020-06-30 13F SMUCKER J M COM NEW 832696405 12,223 -880 -6.72 1,293 -11.07 0.0100
2020-05-15 2020-03-31 13F SMUCKER J M COM NEW 832696405 13,103 -1,242 -8.66 1,454 -2.68 0.0132
2020-01-21 2019-12-31 13F SMUCKER J M COM NEW 832696405 14,345 -1,056 -6.86 1,494 -11.81 0.0111
2019-10-15 2019-09-30 13F SMUCKER J M COM NEW 832696405 15,401 -1,401 -8.34 1,694 -12.45 0.0142
2019-08-13 2019-06-30 13F SMUCKER J M COM NEW 832696405 16,802 747 4.65 1,935 3.48 0.0168
2019-05-13 2019-03-31 13F SMUCKER J M COM NEW 832696405 16,055 5,849 57.31 1,870 96.02 0.0173
2019-02-14 2018-12-31 13F SMUCKER J M COM NEW 832696405 10,206 10,206 954 0.0101
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.