Back to SJM
KESTRA PRIVATE WEALTH SERVICES, LLC → SJM
KESTRA PRIVATE WEALTH SERVICES, LLC SJM Position History
The J. M. Smucker Company • Consumer Defensive
Quarters held
5
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q4 2025 | $2.9M |
| Q1 2026 | $3M |
| Q2 2026 | $3.8M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 35.7K | — | — |
| Q2 2026 | $3.8M | 33.6K | — | — |
| Q1 2026 | $3M | 31.4K | — | — |
| Q4 2025 | $2.9M | 29.9K | — | — |
| Q3 2025 | $3M | 28.0K | — | — |
Other funds holding SJM
$739.5M
$739.5M
$626.5M
$356.6M
$262.9M
$242M
$242M
$228.9M