The J. M. Smucker Company
US ˙ NYSE ˙ US8326964058

SecuritySJM / The J. M. Smucker Company
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership906 shares
Latest Disclosed Value $ 87,375
IFP Advisors, Inc reports 127.64% increase in ownership of SJM / The J. M. Smucker Company

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 906 shares of The J. M. Smucker Company (US:SJM) valued at $87,375 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 398 shares of The J. M. Smucker Company. This represents a change in shares of 127.64% during the quarter. The current value of the position is $91,751 USD.

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)
2026-04-13 2026-03-31 13F SMUCKER J M cs 832696405 906 508 127.64 87 128.95 0.0018
2026-02-06 2025-12-31 13F SMUCKER J M cs 832696405 398 -187 -31.97 39 -39.68 0.0009
2026-02-06 2025-09-30 13F/A-1 SMUCKER J M cs 832696405 585 108 22.64 64 36.96 0.0016
2025-12-02 2025-09-30 13F SMUCKER J M cs 832696405 586 109 64 0.0016
2025-07-24 2025-06-30 13F SMUCKER J M cs 832696405 477 -26 -5.17 47 -29.23 0.0013
2025-05-05 2025-03-31 13F SMUCKER J M cs 832696405 503 -24 -4.55 65 3.17 0.0020
2025-02-04 2024-12-31 13F SMUCKER J M cs 832696405 527 -3,273 -86.13 64 -86.30 0.0021
2025-02-04 2024-09-30 13F SMUCKER J M cs 832696405 3,800 -14 -0.37 460 10.84 0.0166
2024-07-30 2024-06-30 13F SMUCKER J M cs 832696405 3,814 294 8.35 416 -6.32 0.0165
2024-07-30 2024-03-31 13F SMUCKER J M cs 832696405 3,520 693 24.51 443 24.09 0.0194
2024-01-09 2023-12-31 13F SMUCKER J M cs 832696405 2,827 -155 -5.20 357 -2.46 0.0169
2023-10-12 2023-09-30 13F SMUCKER J M cs 832696405 2,982 179 6.39 367 -11.38 0.0165
2023-08-14 2023-06-30 13F/A-1 SMUCKER J M cs 832696405 2,803 -17 -0.60 414 38.13 0.0173
2023-08-04 2023-06-30 13F SMUCKER J M cs 832696405 2,803 -17 298 0.0138
2023-04-18 2023-03-31 13F SMUCKER J M cs 832696405 2,820 -2,446 -46.45 300 0.0130
2023-02-07 2022-12-31 13F SMUCKER J M cs 832696405 5,266 -39 -0.74 1 -100.00 0.0154
2022-11-08 2022-09-30 13F SMUCKER J M cs 832696405 5,305 326 6.55 580 6.62 0.0151
2022-09-06 2022-06-30 13F/A-1 SMUCKER J M cs 832696405 4,979 0 0.00 544 0.00 0.0174
2022-09-06 2022-03-31 13F/A-1 SMUCKER J M cs 832696405 4,979 2,303 86.06 544 43.16 0.0174
2022-08-08 2022-03-31 13F SMUCKER J M CO COM Stock 832696405 2,684 8 304 0.0062
2022-01-12 2021-12-31 13F SMUCKER J M CO COM Stock 832696405 2,676 11 0.41 380 12.76 0.0074
2021-10-06 2021-09-30 13F SMUCKER J M CO COM Stock 832696405 2,665 1,238 86.76 337 91.48 0.0067
2021-07-13 2021-06-30 13F SMUCKER J M CO COM Stock 832696405 1,427 158 12.45 176 10.00 0.0036
2021-04-30 2021-03-31 13F SMUCKER J M CO COM Stock 832696405 1,269 191 17.72 160 30.08 0.0031
2021-01-25 2020-12-31 13F SMUCKER J M CO COM Stock 832696405 1,078 -202 -15.78 123 -15.75 0.0050
2020-10-29 2020-09-30 13F SMUCKER J M CO COM Stock 832696405 1,280 9 0.71 146 10.61 0.0087
2020-08-05 2020-06-30 13F SMUCKER J M CO COM Stock 832696405 1,271 98 8.35 132 9.09 0.0105
2020-05-12 2020-03-31 13F SMUCKER J M CO COM Stock 832696405 1,173 -93 -7.35 121 -7.63 0.0122
2020-01-17 2019-12-31 13F SMUCKER J M CO COM Stock 832696405 1,266 -971 -43.41 131 -45.87 0.0098
2019-11-07 2019-09-30 13F SMUCKER J M CO COM Stock 832696405 2,237 739 49.33 242 38.29 0.0162
2019-05-15 2019-03-31 13F SMUCKER JM Stock 832696405 1,498 -4,597 -75.42 175 -69.41 0.0239
2019-06-03 2018-12-31 13F/A-10 J M SMUCKER CO Stock 832696405 6,095 -878 -12.59 572 -20.00 0.0349
2019-01-23 2018-12-31 13F J M SMUCKER CO Stock 832696405 6,095 -878 572 0.0349
2019-06-03 2018-09-30 13F/A-9 J M SMUCKER CO Stock 832696405 6,973 245 3.64 715 -1.11 0.0291
2018-10-25 2018-09-30 13F J M SMUCKER CO Stock 832696405 6,973 245 715 0.0291
2019-06-03 2018-06-30 13F/A-8 J M SMUCKER CO Stock 832696405 6,728 688 11.39 723 -3.60 0.0304
2018-08-07 2018-06-30 13F J M SMUCKER CO Stock 832696405 6,728 198 723
2019-06-03 2018-03-31 13F/A-7 SMUCKER J M CO COM Stock 832696405 6,040 0 0.00 750 0.00 0.0340
2018-05-09 2018-03-31 13F J M SMUCKER CO Stock 832696405 6,530 490 810
2019-06-03 2017-12-31 13F/A-6 SMUCKER J M CO COM Stock 832696405 6,040 -7,195 -54.36 750 -46.00 0.0340
2018-01-24 2017-12-31 13F SMUCKER J M CO COM Stock 832696405 6,040 -7,195 750
2017-10-30 2017-09-30 13F SMUCKER J M CO COM Stock 832696405 13,235 -30 -0.23 1,389 -11.53 0.0552
2019-06-03 2017-06-30 13F/A-5 SMUCKER J M CO COM Stock 832696405 13,265 -600 -4.33 1,570 -13.59 0.0666
2017-07-31 2017-06-30 13F SMUCKER J M CO COM Stock 832696405 13,265 -600 1,570
2019-06-03 2017-03-31 13F/A-4 SMUCKER J M CO COM Stock 832696405 13,865 5 0.04 1,817 2.37 0.0791
2017-04-26 2017-03-31 13F SMUCKER J M CO COM Stock 832696405 13,865 5 1,817
2019-06-03 2016-12-31 13F/A-3 SMUCKER J M CO COM Stock 832696405 13,860 -319 -2.25 1,775 -7.65 0.0857
2017-02-14 2016-12-31 13F SMUCKER J M CO COM Stock 832696405 13,860 -319 1,775
2016-11-04 2016-09-30 13F J M SMUCKER CO Stock 832696405 14,179 -1,978 -12.24 1,922 -21.93 0.0999
2019-06-03 2016-06-30 13F/A-2 SMUCKER J M CO COM Stock 832696405 16,157 14,659 978.57 2,462 1,306.86 0.1375
2016-08-22 2016-06-30 13F SMUCKER J M CO COM Stock 832696405 16,157 14,659 2,462
2019-06-03 2016-03-31 13F/A-1 SMUCKER JM Stock 832696405 1,498 -11,835 -88.76 175 -89.36 0.0239
2016-05-02 2016-03-31 13F SMUCKER J M CO COM Stock 832696405 15,169 1,836 1,970
2016-02-11 2015-12-31 13F JM SMUCKER Stock 832696405 13,333 13,333 1,645 0.1104
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.