The J. M. Smucker Company
MX ˙ BMV ˙ US8326964058
SecurityMX:SJM / The J. M. Smucker Company
InstitutionEthic Inc.
Latest Disclosed Ownership52,141 shares
Latest Disclosed Value $ 5,028,462
Ethic Inc. reports 3.02% increase in ownership of SJM / The J. M. Smucker Company

On April 27, 2026 - Ethic Inc. filed a 13F-HR form disclosing ownership of 52,141 shares of The J. M. Smucker Company (MX:SJM) valued at $5,028,462 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 50,611 shares of The J. M. Smucker Company. This represents a change in shares of 3.02% 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)
2026-04-27 2026-03-31 13F SMUCKER J M CO COM NEW 832696405 52,141 1,530 3.02 5,028 1.58 0.0788
2026-02-03 2025-12-31 13F SMUCKER J M CO COM NEW 832696405 50,611 -4,249 -7.75 4,950 -16.90 0.0761
2025-10-17 2025-09-30 13F SMUCKER J M CO COM 832696405 54,860 12,279 28.84 5,958 46.33 0.0980
2025-07-30 2025-06-30 13F SMUCKER J M CO COM 832696405 42,581 -1,161 -2.65 4,072 -21.47 0.0729
2025-05-13 2025-03-31 13F SMUCKER J M CO COM 832696405 43,742 3,513 8.73 5,184 17.02 0.1050
2025-02-14 2024-12-31 13F SMUCKER J M CO COM 832696405 40,229 5,407 15.53 4,430 1.10 0.0894
2024-11-13 2024-09-30 13F SMUCKER J M COM NEW 832696405 34,822 -812 -2.28 4,383 12.79 0.1107
2024-08-13 2024-06-30 13F SMUCKER J M COM NEW 832696405 35,634 812 2.33 3,885 -11.34 0.0911
2024-05-13 2024-03-31 13F SMUCKER J M COM NEW 832696405 34,822 24 0.07 4,383 -0.34 0.1107
2024-02-14 2023-12-31 13F SMUCKER J M COM NEW 832696405 34,798 1,872 5.69 4,398 8.68 0.1301
2023-11-14 2023-09-30 13F SMUCKER J M COM NEW 832696405 32,926 4,935 17.63 4,047 -2.11 0.1420
2023-08-14 2023-06-30 13F SMUCKER J M COM NEW 832696405 27,991 -535 -1.88 4,133 -7.93 0.1532
2023-05-12 2023-03-31 13F SMUCKER J M COM NEW 832696405 28,526 2,866 11.17 4,489 10.40 0.1821
2023-02-14 2022-12-31 13F SMUCKER J M COM NEW 832696405 25,660 5,924 30.02 4,066 49.93 0.2197
2022-11-14 2022-09-30 13F SMUCKER J M COM NEW 832696405 19,736 2,560 14.90 2,712 23.33 0.1841
2022-08-10 2022-06-30 13F SMUCKER J M COM NEW 832696405 17,176 4,267 33.05 2,199 25.80 0.1533
2022-05-16 2022-03-31 13F SMUCKER J M COM NEW 832696405 12,909 3,297 34.30 1,748 33.84 0.1207
2022-02-14 2021-12-31 13F SMUCKER J M COM NEW 832696405 9,612 253 2.70 1,306 16.30 0.1007
2021-11-15 2021-09-30 13F SMUCKER J M COM NEW 832696405 9,359 958 11.40 1,123 3.22 0.1149
2021-08-10 2021-06-30 13F SMUCKER J M COM NEW 832696405 8,401 2,467 41.57 1,088 44.87 0.1319
2021-05-13 2021-03-31 13F SMUCKER J M COM NEW 832696405 5,934 1,868 45.94 751 59.79 0.1339
2021-02-10 2020-12-31 13F SMUCKER J M COM NEW 832696405 4,066 1,982 95.11 470 95.02 0.1242
2020-10-27 2020-09-30 13F SMUCKER J M COM NEW 832696405 2,084 -870 -29.45 241 -23.00 0.0922
2020-08-12 2020-06-30 13F SMUCKER J M COM NEW 832696405 2,954 783 36.07 313 29.88 0.1781
2020-05-15 2020-03-31 13F SMUCKER J M COM NEW 832696405 2,171 59 2.79 241 9.55 0.2012
2020-05-22 2019-12-31 13F/A-1 SMUCKER J M COM NEW 832696405 2,112 2,112 220 0.1678
2020-02-13 2019-12-31 13F SMUCKER J M COM NEW 832696405 2,070 216 0.1862
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.