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

SecuritySJM / The J. M. Smucker Company
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership9,323 shares
Latest Disclosed Value $ 899,135
Mercer Global Advisors Inc /adv reports 27.14% increase in ownership of SJM / The J. M. Smucker Company

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 9,323 shares of The J. M. Smucker Company (US:SJM) valued at $899,110 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,333 shares of The J. M. Smucker Company. This represents a change in shares of 27.14% during the quarter. The current value of the position is $965,303 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)
2026-05-15 2026-03-31 13F SMUCKER J M COM NEW 832696405 9,323 1,990 27.14 899 25.38 0.0013
2026-02-17 2025-12-31 13F SMUCKER J M COM NEW 832696405 7,333 -5,179 -41.39 717 -47.20 0.0011
2025-11-14 2025-09-30 13F SMUCKER J M COM NEW 832696405 12,512 4,816 62.58 1,359 79.87 0.0023
2025-08-14 2025-06-30 13F SMUCKER J M COM NEW 832696405 7,696 1,825 31.08 756 8.63 0.0015
2025-05-15 2025-03-31 13F SMUCKER J M COM NEW 832696405 5,871 -100 -1.67 695 5.78 0.0016
2025-02-14 2024-12-31 13F SMUCKER J M COM NEW 832696405 5,971 -2,978 -33.28 658 -39.39 0.0016
2024-11-14 2024-09-30 13F SMUCKER J M COM NEW 832696405 8,949 240 2.76 1,085 14.23 0.0025
2024-08-12 2024-06-30 13F SMUCKER J M COM NEW 832696405 8,709 -1,788 -17.03 950 94,800.00 0.0026
2024-05-15 2024-03-31 13F SMUCKER J M COM NEW 832696405 10,497 -10,846 -50.82 1 -50.00 0.0038
2024-02-15 2023-12-31 13F SMUCKER J M COM NEW 832696405 21,343 -4,145 -16.26 3 -33.33 0.0081
2023-11-15 2023-09-30 13F/A-1 SMUCKER J M COM NEW 832696405 25,488 414 1.65 3 0.00 0.0119
2023-11-14 2023-09-30 13F SMUCKER J M COM NEW 832696405 25,488 414 3 0.0119
2023-08-14 2023-06-30 13F SMUCKER J M COM NEW 832696405 25,074 496 2.02 4 0.00 0.0147
2023-05-16 2023-03-31 13F SMUCKER J M COM NEW 832696405 24,578 -558 -2.22 4 0.00 0.0176
2023-02-09 2022-12-31 13F SMUCKER J M COM NEW 832696405 25,136 1,364 5.74 4 -99.91 0.0199
2022-11-15 2022-09-30 13F SMUCKER J M COM NEW 832696405 23,772 538 2.32 3,267 9.85 0.0194
2022-08-10 2022-06-30 13F SMUCKER J M COM NEW 832696405 23,234 -19,045 -45.05 2,974 -48.05 0.0182
2022-05-10 2022-03-31 13F SMUCKER J M COM NEW 832696405 42,279 -1,911 -4.32 5,725 -4.62 0.0337
2022-02-04 2021-12-31 13F SMUCKER J M COM NEW 832696405 44,190 151 0.34 6,002 13.55 0.0371
2021-11-10 2021-09-30 13F SMUCKER J M COM NEW 832696405 44,039 -1,022 -2.27 5,286 -9.47 0.0369
2021-08-10 2021-06-30 13F SMUCKER J M COM NEW 832696405 45,061 242 0.54 5,839 2.96 0.0449
2021-08-10 2021-03-31 13F/A-1 SMUCKER J M COM NEW 832696405 44,819 13,572 43.43 5,671 57.00 0.0516
2021-05-11 2021-03-31 13F SMUCKER J M COM NEW 832696405 44,819 13,572 5,671 0.0543
2021-02-12 2020-12-31 13F SMUCKER J M COM NEW 832696405 31,247 -258 -0.82 3,612 -0.74 0.0451
2020-12-10 2020-09-30 13F SMUCKER J M COM NEW 832696405 31,505 -885 -2.73 3,639 6.19 0.0547
2020-08-10 2020-06-30 13F SMUCKER J M CO COM 832696405 32,390 -3,094 -8.72 3,427 -13.00 0.0622
2020-05-18 2020-03-31 13F SMUCKER J M CO COM 832696405 35,484 16,569 87.60 3,939 99.95 0.0867
2020-02-13 2019-12-31 13F SMUCKER J M CO COM COM 832696405 18,915 -67 -0.35 1,970 -5.65 0.0393
2019-11-12 2019-09-30 13F SMUCKER J M CO COM COM 832696405 18,982 73 0.39 2,088 -4.13 0.0491
2019-08-14 2019-06-30 13F SMUCKER J M CO COM COM 832696405 18,909 16,423 660.62 2,178 651.03 0.0577
2019-04-23 2019-03-31 13F/A-1 SMUCKER J M CO COM COM 832696405 2,486 2,486 290 0.0104
2019-04-12 2019-03-31 13F SMUCKER J M CO COM COM 832696405 2,732 255 0.0136
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.