JM 斯馬克公司
MX ˙ BMV ˙ US8326964058
SecurityMX:SJM / The J. M. Smucker Company
InstitutionAllworth Financial LP
Latest Disclosed Ownership47,970 shares
Latest Disclosed Value $ 4,626,227
Allworth Financial LP reports 7.23% increase in ownership of SJM / The J. M. Smucker Company

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 47,970 shares of The J. M. Smucker Company (MX:SJM) valued at $4,626,227 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 44,736 shares of The J. M. Smucker Company. This represents a change in shares of 7.23% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F SMUCKER J M COM NEW 832696405 47,970 3,234 7.23 4,626 5.74 0.0187
2026-02-05 2025-12-31 13F SMUCKER J M COM NEW 832696405 44,736 35,269 372.55 4,376 325.58 0.0179
2025-12-02 2025-09-30 13F SMUCKER J M COM NEW 832696405 9,467 791 9.12 1,028 20.80 0.0045
2025-08-07 2025-06-30 13F SMUCKER J M COM NEW 832696405 8,676 -127 -1.44 852 -16.40 0.0041
2025-04-30 2025-03-31 13F SMUCKER J M COM NEW 832696405 8,803 -9 -0.10 1,018 13.11 0.0057
2025-01-30 2024-12-31 13F SMUCKER J M COM NEW 832696405 8,812 6,952 373.76 900 300.00 0.0050
2024-10-23 2024-09-30 13F SMUCKER J M COM NEW 832696405 1,860 -487 -20.75 225 -18.48 0.0014
2024-07-24 2024-06-30 13F SMUCKER J M COM NEW 832696405 2,347 -21 -0.89 277 -7.38 0.0018
2024-04-25 2024-03-31 13F SMUCKER J M COM NEW 832696405 2,368 -278 -10.51 298 -10.78 0.0021
2024-01-24 2023-12-31 13F SMUCKER J M COM NEW 832696405 2,646 144 5.76 334 8.79 0.0026
2023-10-31 2023-09-30 13F SMUCKER J M COM NEW 832696405 2,502 -29 -1.15 308 -17.69 0.0026
2023-07-18 2023-06-30 13F SMUCKER J M COM NEW 832696405 2,531 214 9.24 374 2.47 0.0032
2023-04-18 2023-03-31 13F SMUCKER J M COM NEW 832696405 2,317 -13 -0.56 365 -1.36 0.0037
2023-01-13 2022-12-31 13F SMUCKER J M COM NEW 832696405 2,330 192 8.98 369 25.51 0.0041
2022-11-14 2022-09-30 13F/A-1 SMUCKER J M COM NEW 832696405 2,138 106 5.22 294 13.08 0.0037
2022-10-18 2022-09-30 13F SMUCKER J M COM NEW 832696405 2,138 106 294 0.0037
2022-07-13 2022-06-30 13F SMUCKER J M COM NEW 832696405 2,032 -129 -5.97 260 -11.26 0.0036
2022-04-22 2022-03-31 13F SMUCKER J M COM NEW 832696405 2,161 1,316 155.74 293 154.78 0.0037
2022-01-21 2021-12-31 13F SMUCKER J M COM NEW 832696405 845 5 0.60 115 13.86 0.0016
2021-11-02 2021-09-30 13F SMUCKER J M COM NEW 832696405 840 818 3,718.18 101 3,266.67 0.0017
2021-08-02 2021-06-30 13F SMUCKER J M COM NEW 832696405 22 -123 -84.83 3 -83.33 0.0001
2021-04-29 2021-03-31 13F SMUCKER J M COM NEW 832696405 145 121 504.17 18 500.00 0.0004
2021-01-26 2020-12-31 13F SMUCKER J M COM NEW 832696405 24 0 0.00 3 0.00 0.0001
2020-11-03 2020-09-30 13F SMUCKER J M COM NEW 832696405 24 0 0.00 3 0.00 0.0001
2020-07-24 2020-06-30 13F SMUCKER J M COM NEW 832696405 24 2 9.09 3 50.00 0.0001
2020-04-17 2020-03-31 13F SMUCKER J M COM NEW 832696405 22 0 0.00 2 0.00 0.0001
2020-01-16 2019-12-31 13F SMUCKER J M COM NEW 832696405 22 2 10.00 2 0.00 0.0001
2019-10-09 2019-09-30 13F SMUCKER J M COM NEW 832696405 20 0 0.00 2 0.00 0.0001
2019-07-25 2019-06-30 13F SMUCKER J M COM NEW 832696405 20 10 100.00 2 100.00 0.0001
2019-05-07 2019-03-31 13F SMUCKER J M COM NEW 832696405 10 -9 -47.37 1 -50.00 0.0000
2019-02-11 2018-12-31 13F SMUCKER J M COM NEW 832696405 19 -259 -93.17 2 -92.86 0.0001
2018-10-29 2018-09-30 13F SMUCKER J M COM NEW 832696405 278 -7 -2.46 28 -9.68 0.0013
2018-08-08 2018-06-30 13F SMUCKER J M COM NEW 832696405 285 8 2.89 31 -8.82 0.0015
2018-05-01 2018-03-31 13F SMUCKER J M COM NEW 832696405 277 0 0.00 34 0.00 0.0026
2018-02-21 2017-12-31 13F SMUCKER J M COM NEW 832696405 277 0 0.00 34 17.24 0.0027
2017-10-12 2017-09-30 13F SMUCKER J M COM NEW 832696405 277 0 0.00 29 -12.12 0.0024
2017-08-07 2017-06-30 13F SMUCKER J M COM NEW 832696405 277 0 0.00 33 -8.33 0.0029
2017-05-09 2017-03-31 13F SMUCKER J M COM NEW 832696405 277 0 0.00 36 2.86 0.0034
2017-02-02 2016-12-31 13F SMUCKER J M COM NEW 832696405 277 0 0.00 35 -7.89 0.0035
2017-02-07 2016-09-30 13F SMUCKER J M COM NEW 832696405 277 -18 -6.10 38 -15.56 0.0040
2016-08-22 2016-06-30 13F SMUCKER J M COM NEW 832696405 295 18 6.50 45 25.00 0.0050
2016-05-16 2016-03-31 13F SMUCKER J M COM NEW 832696405 277 0 0.00 36 5.88 0.0045
2016-02-16 2015-12-31 13F SMUCKER J M COM NEW 832696405 277 0 0.00 34 6.25 0.0061
2015-10-30 2015-09-30 13F SMUCKER J M COM NEW 832696405 277 0 0.00 32 6.67 0.0114
2015-08-06 2015-06-30 13F SMUCKER J M COM NEW 832696405 277 9 3.36 30 -3.23 0.0107
2015-06-01 2015-03-31 13F SMUCKER J M COM NEW 832696405 268 268 31 0.0115
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.