Back to SJM
Kestra Advisory Services, LLC → SJM
Kestra Advisory Services, LLC SJM Position History
The J. M. Smucker Company • Consumer Defensive
Quarters held
5
Latest value
$3.9M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.3M |
| Q1 2026 | $3M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 32.8K | — | — |
| Q2 2026 | $3.3M | 29.2K | — | — |
| Q1 2026 | $3M | 31.0K | — | — |
| Q4 2025 | $2.3M | 23.7K | — | — |
| Q3 2025 | $2.5M | 23.2K | — | — |
Other funds holding SJM
$739.5M
$739.5M
$626.5M
$356.6M
$262.9M
$242M
$242M
$228.9M