The J. M. Smucker Company
MX ˙ BMV ˙ US8326964058
SecurityMX:SJM / The J. M. Smucker Company
InstitutionStephens Inc /ar/
Latest Disclosed Ownership3,491 shares
Latest Disclosed Value $ 394,241
Stephens Inc /ar/ reports 6.21% increase in ownership of SJM / The J. M. Smucker Company

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 3,491 shares of The J. M. Smucker Company (MX:SJM) valued at $394,241 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,287 shares of The J. M. Smucker Company. This represents a change in shares of 6.21% 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)
2026-04-28 2026-03-31 13F SMUCKER J M COM NEW 832696405 3,491 204 6.21 394 22.74 0.0049
2026-02-05 2025-12-31 13F SMUCKER J M COM NEW 832696405 3,287 -1,432 -30.35 322 -40.99 0.0040
2025-10-27 2025-09-30 13F SMUCKER J M COM NEW 832696405 4,719 -8,586 -64.53 545 -58.35 0.0069
2025-07-29 2025-06-30 13F SMUCKER J M COM NEW 832696405 13,305 -3,653 -21.54 1,307 -34.93 0.0180
2025-05-01 2025-03-31 13F SMUCKER J M COM NEW 832696405 16,958 -6,641 -28.14 2,008 -22.75 0.0294
2025-01-28 2024-12-31 13F SMUCKER J M COM NEW 832696405 23,599 -1,151 -4.65 2,599 -13.31 0.0364
2024-10-28 2024-09-30 13F SMUCKER J M COM NEW 832696405 24,750 -958 -3.73 2,997 6.92 0.0425
2024-08-06 2024-06-30 13F SMUCKER J M COM NEW 832696405 25,708 -1,182 -4.40 2,803 -17.17 0.0428
2024-05-15 2024-03-31 13F SMUCKER J M COM NEW 832696405 26,890 264 0.99 3,385 0.59 0.0525
2024-02-13 2023-12-31 13F SMUCKER J M COM NEW 832696405 26,626 427 1.63 3,365 4.47 0.0580
2023-11-14 2023-09-30 13F SMUCKER J M COM NEW 832696405 26,199 -1,229 -4.48 3,220 -20.49 0.0617
2023-08-14 2023-06-30 13F SMUCKER J M COM NEW 832696405 27,428 429 1.59 4,050 -4.66 0.0729
2023-05-15 2023-03-31 13F SMUCKER J M COM NEW 832696405 26,999 719 2.74 4,249 2.02 0.0815
2023-02-14 2022-12-31 13F/A-1 SMUCKER J M COM NEW 832696405 26,280 -738 -2.73 4,164 12.15 0.0853
2023-01-25 2022-12-31 13F SMUCKER J M OM NEW 832696405 26,280 -738 4 0.0853
2022-11-02 2022-09-30 13F SMUCKER J M OM NEW 832696405 27,018 -8,738 -24.44 3,713 -18.88 0.0793
2022-08-03 2022-06-30 13F SMUCKER J M OM NEW 832696405 35,756 -369 -1.02 4,577 -6.44 0.0924
2022-05-04 2022-03-31 13F SMUCKER J M OM NEW 832696405 36,125 -1,957 -5.14 4,892 -5.41 0.0798
2022-03-07 2021-12-31 13F SMUCKER J M OM NEW 832696405 38,082 -2,309 -5.72 5,172 6.68 0.0782
2021-10-27 2021-09-30 13F SMUCKER J M COM NEW 832696405 40,391 1,759 4.55 4,848 -3.16 0.0750
2021-08-12 2021-06-30 13F SMUCKER J M COM NEW 832696405 38,632 5,006 14.89 5,006 17.65 0.0750
2021-05-14 2021-03-31 13F SMUCKER J M COM NEW 832696405 33,626 1,607 5.02 4,255 14.97 0.0699
2021-02-10 2020-12-31 13F SMUCKER J M COM NEW 832696405 32,019 714 2.28 3,701 2.35 0.0664
2020-11-13 2020-09-30 13F SMUCKER J M COM NEW 832696405 31,305 2,186 7.51 3,616 17.36 0.0712
2020-08-24 2020-06-30 13F SMUCKER J M COM NEW 832696405 29,119 3,809 15.05 3,081 9.68 0.0662
2020-05-14 2020-03-31 13F SMUCKER J M COM NEW 832696405 25,310 1,061 4.38 2,809 11.25 0.0748
2020-02-14 2019-12-31 13F SMUCKER J M COM NEW 832696405 24,249 1,172 5.08 2,525 -0.55 0.0529
2019-10-18 2019-09-30 13F SMUCKER J M COM NEW 832696405 23,077 644 2.87 2,539 -1.74 0.0559
2019-08-01 2019-06-30 13F SMUCKER J M COM NEW 832696405 22,433 94 0.42 2,584 -0.73 0.0585
2019-05-03 2019-03-31 13F SMUCKER J M COM NEW 832696405 22,339 2,215 11.01 2,603 38.38 0.0617
2019-02-11 2018-12-31 13F SMUCKER J M COM NEW 832696405 20,124 4,167 26.11 1,881 14.91 0.0534
2018-11-14 2018-09-30 13F SMUCKER J M COM NEW 832696405 15,957 350 2.24 1,637 -2.39 0.0407
2018-08-10 2018-06-30 13F SMUCKER J M COM NEW 832696405 15,607 -2,803 -15.23 1,677 -26.54 0.0507
2018-05-03 2018-03-31 13F SMUCKER J M COM NEW 832696405 18,410 1,001 5.75 2,283 5.55 0.0851
2018-02-05 2017-12-31 13F SMUCKER J M COM NEW 832696405 17,409 544 3.23 2,163 22.20 0.0809
2017-11-08 2017-09-30 13F SMUCKER J M COM NEW 832696405 16,865 -690 -3.93 1,770 -14.78 0.0639
2017-08-10 2017-06-30 13F SMUCKER J M COM NEW 832696405 17,555 8,664 97.45 2,077 78.28 0.0713
2017-05-11 2017-03-31 13F SMUCKER J M COM NEW 832696405 8,891 622 7.52 1,165 10.01 0.0424
2017-02-09 2016-12-31 13F SMUCKER J M COM NEW 832696405 8,269 1,174 16.55 1,059 10.08 0.0432
2016-11-30 2016-09-30 13F/A-2 SMUCKER J M COM NEW 832696405 7,095 -19,037 -72.85 962 -75.85 0.0421
2016-11-10 2016-09-30 13F SMUCKER J M COM NEW 832696405 7,095 962
2016-08-05 2016-06-30 13F SMUCKER J M COM NEW 832696405 26,132 1,593 6.49 3,983 25.02 0.1777
2016-05-05 2016-03-31 13F SMUCKER J M COM NEW 832696405 24,539 613 2.56 3,186 7.96 0.1559
2016-02-10 2015-12-31 13F SMUCKER J M COM NEW 832696405 23,926 4,902 25.77 2,951 35.93 0.1480
2015-11-03 2015-09-30 13F SMUCKER J M COM NEW 832696405 19,024 2,245 13.38 2,171 19.35 0.1131
2015-07-29 2015-06-30 13F SMUCKER J M COM NEW 832696405 16,779 12,041 254.14 1,819 231.93 0.0825
2015-05-06 2015-03-31 13F SMUCKER J M COM NEW 832696405 4,738 734 18.33 548 35.64 0.0250
2015-02-12 2014-12-31 13F SMUCKER J M COM NEW 832696405 4,004 23 0.58 404 2.54 0.0191
2014-11-14 2014-09-30 13F SMUCKER J M COM NEW 832696405 3,981 317 8.65 394 1.03 0.0195
2014-08-15 2014-06-30 13F SMUCKER J M COM NEW 832696405 3,664 -3 -0.08 390 9.24 0.0196
2014-05-13 2014-03-31 13F SMUCKER J M COM NEW 832696405 3,667 469 14.67 357 7.85 0.0195
2014-02-14 2013-12-31 13F SMUCKER J M COM NEW 832696405 3,198 195 6.49 331 5.08 0.0164
2013-11-06 2013-09-30 13F SMUCKER J M COM NEW 832696405 3,003 -25 -0.83 315 0.96 0.0170
2013-08-12 2013-06-30 13F SMUCKER J M COM NEW 832696405 3,028 3,028 312 0.0174
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.