Franklin Resources Inc reports 228.29% increase in ownership of SJM / The J. M. Smucker Company

The J. M. Smucker Company

MX ˙ BMV ˙ US8326964058

Security	MX:SJM / The J. M. Smucker Company
Institution	Franklin Resources Inc
Latest Disclosed Ownership	48,048 shares
Latest Disclosed Value	$ 4,633,749

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 48,048 shares of The J. M. Smucker Company (MX:SJM) valued at $4,633,749 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 14,636 shares of The J. M. Smucker Company. This represents a change in shares of 228.29% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F	SMUCKER J M	COM NEW	832696405	48,048	33,412	228.29	4,634	223.76	0.0011
2026-02-11	2025-12-31	13F	SMUCKER J M	COM NEW	832696405	14,636	-5,814	-28.43	1,432	-35.54	0.0004
2025-11-13	2025-09-30	13F	SMUCKER J M	COM NEW	832696405	20,450	-2,629	-11.39	2,221	-2.03	0.0006
2025-08-12	2025-06-30	13F	SMUCKER J M	COM NEW	832696405	23,079	-10,995	-32.27	2,266	-43.83	0.0006
2025-05-13	2025-03-31	13F	SMUCKER J M	COM NEW	832696405	34,074	1,202	3.66	4,035	11.47	0.0012
2025-02-12	2024-12-31	13F	SMUCKER J M	COM NEW	832696405	32,872	-956	-2.83	3,620	-9.48	0.0010
2024-11-27	2024-09-30	13F/A-1	SMUCKER J M	COM NEW	832696405	33,828	-1,068	-3.06	3,999	5.07	0.0011
2024-11-12	2024-09-30	13F	SMUCKER J M	COM NEW	832696405	33,828	-1,068		3,999		0.0002
2024-08-14	2024-06-30	13F	SMUCKER J M	COM NEW	832696405	34,896	-8,700	-19.96	3,805	-30.65	0.0012
2024-05-13	2024-03-31	13F	SMUCKER J M	COM NEW	832696405	43,596	-19,220	-30.60	5,487	-30.88	0.0017
2024-02-09	2023-12-31	13F	SMUCKER J M	COM NEW	832696405	62,816	-1,781	-2.76	7,939	-0.01	0.0037
2023-11-13	2023-09-30	13F	SMUCKER J M	COM NEW	832696405	64,597	-1,915	-2.88	7,940	-19.16	0.0040
2023-08-11	2023-06-30	13F	SMUCKER J M	COM NEW	832696405	66,512	9,102	15.85	9,822	8.71	0.0047
2023-05-12	2023-03-31	13F	SMUCKER J M	COM NEW	832696405	57,410	-89,794	-61.00	9,035	-61.27	0.0045
2023-02-10	2022-12-31	13F	SMUCKER J M	COM NEW	832696405	147,204	12,240	9.07	23,326	25.78	0.0121
2022-11-14	2022-09-30	13F	SMUCKER J M	COM NEW	832696405	134,964	28,271	26.50	18,545	35.79	0.0101
2022-08-11	2022-06-30	13F	SMUCKER J M	COM NEW	832696405	106,693	40,205	60.47	13,657	51.69	0.0068
2022-05-13	2022-03-31	13F	SMUCKER J M	COM NEW	832696405	66,488	-104,795	-61.18	9,003	-61.30	0.0036
2022-02-11	2021-12-31	13F	SMUCKER J M	COM NEW	832696405	171,283	-1,410	-0.82	23,263	12.22	0.0084
2021-11-12	2021-09-30	13F	SMUCKER J M	COM NEW	832696405	172,693	101,937	144.07	20,729	126.08	0.0078
2021-08-13	2021-06-30	13F	SMUCKER J M	COM NEW	832696405	70,756	940	1.35	9,169	3.80	0.0035
2021-05-13	2021-03-31	13F	SMUCKER J M	COM NEW	832696405	69,816	-6,993	-9.10	8,833	-0.52	0.0036
2021-02-10	2020-12-31	13F	SMUCKER J M	COM NEW	832696405	76,809	17,071	28.58	8,879	28.64	0.0038
2020-11-12	2020-09-30	13F	SMUCKER J M	COM NEW	832696405	59,738	-15,523	-20.63	6,902	-14.76	0.0033
2020-08-13	2020-06-30	13F	SMUCKER J M	COM NEW	832696405	75,261	23,294	44.82	8,097	40.40	0.0042
2020-05-13	2020-03-31	13F	SMUCKER J M	COM NEW	832696405	51,967	-18,896	-26.67	5,767	-21.85	0.0038
2020-03-11	2019-12-31	13F/A-1	SMUCKER J M	COM NEW	832696405	70,863	10,611	17.61	7,379	11.31	0.0039
2020-02-12	2019-12-31	13F	SMUCKER J M	COM NEW	832696405	70,863	10,611		7,379		932.0687
2019-11-14	2019-09-30	13F	SMUCKER J M	COM NEW	832696405	60,252	22,896	61.29	6,629	54.06	0.0036
2019-08-14	2019-06-30	13F	SMUCKER J M	COM NEW	832696405	37,356	4,055	12.18	4,303	10.90	0.0023
2019-05-15	2019-03-31	13F/A-1	SMUCKER J M	COM NEW	832696405	33,301	7,277	27.96	3,880	59.41	0.0021
2019-05-14	2019-03-31	13F	SMUCKER J M	COM NEW	832696405	33,301	7,277		3,880
2019-02-12	2018-12-31	13F	SMUCKER J M	COM NEW	832696405	26,024	3,576	15.93	2,434	5.69	0.0015
2018-11-13	2018-09-30	13F	SMUCKER J M	COM NEW	832696405	22,448	1,208	5.69	2,303	0.83	0.0011
2018-08-14	2018-06-30	13F	SMUCKER J M	COM NEW	832696405	21,240	3,200	17.74	2,284	2.10	0.0012
2018-05-10	2018-03-31	13F	SMUCKER J M	COM NEW	832696405	18,040	-1,150	-5.99	2,237	-6.17	0.0011
2018-02-14	2017-12-31	13F	SMUCKER J M	COM NEW	832696405	19,190	-25	-0.13	2,384	18.25	0.0011
2017-11-13	2017-09-30	13F	SMUCKER J M	COM NEW	832696405	19,215	0	0.00	2,016	-11.35	0.0010
2017-08-10	2017-06-30	13F	SMUCKER J M	COM NEW	832696405	19,215	-82	-0.42	2,274	-10.08	0.0011
2017-05-12	2017-03-31	13F	SMUCKER J M	COM NEW	832696405	19,297	-12,738	-39.76	2,529	-38.36	0.0013
2017-02-14	2016-12-31	13F	SMUCKER J M	COM NEW	832696405	32,035	-29,070	-47.57	4,103	-50.46	0.0021
2016-11-14	2016-09-30	13F	SMUCKER J M	COM NEW	832696405	61,105	39,284	180.03	8,282	149.01	0.0043
2016-08-11	2016-06-30	13F	SMUCKER J M	COM NEW	832696405	21,821	-1,300	-5.62	3,326	10.79	0.0018
2016-05-10	2016-03-31	13F	SMUCKER J M	COM NEW	832696405	23,121	2,401	11.59	3,002	17.45	0.0016
2016-04-27	2015-12-31	13F/A-1	SMUCKER J M	COM NEW	832696405	20,720	-700	-3.27	2,556	4.58	0.0013
2016-02-12	2015-12-31	13F	SMUCKER J M	COM NEW	832696405	20,720			2,556
2015-11-10	2015-09-30	13F	SMUCKER J M	COM NEW	832696405	21,420	1,191	5.89	2,444	11.45	0.0012
2015-08-12	2015-06-30	13F	SMUCKER J M	COM NEW	832696405	20,229	-1,459	-6.73	2,193	-12.63	0.0010
2015-05-14	2015-03-31	13F	SMUCKER J M	COM NEW	832696405	21,688	-63	-0.29	2,510	14.30	0.0011
2015-02-10	2014-12-31	13F	SMUCKER J M	COM NEW	832696405	21,751	-46	-0.21	2,196	1.76	0.0010
2014-11-12	2014-09-30	13F	SMUCKER J M	COM NEW	832696405	21,797	-710	-3.15	2,158	-10.05	0.0010
2014-08-12	2014-06-30	13F	SMUCKER J M	COM NEW	832696405	22,507	-200	-0.88	2,399	8.65	0.0011
2014-05-13	2014-03-31	13F	SMUCKER J M	COM NEW	832696405	22,707	-1,056	-4.44	2,208	-10.32	0.0010
2014-02-12	2013-12-31	13F	SMUCKER J M	COM NEW	832696405	23,763	-577	-2.37	2,462	-3.72	0.0012
2013-11-14	2013-09-30	13F	SMUCKER J M	COM NEW	832696405	24,340	-3,255	-11.80	2,557	-10.15	0.0014
2013-08-09	2013-06-30	13F	SMUCKER J M	COM NEW	832696405	27,595	27,595		2,846		0.0016

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.