The J. M. Smucker Company
MX ˙ BMV ˙ US8326964058
SecurityMX:SJM / The J. M. Smucker Company
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership4,844 shares
Latest Disclosed Value $ 467,160
Sowell Financial Services LLC ownership in SJM / The J. M. Smucker Company

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 4,844 shares of The J. M. Smucker Company (MX:SJM) valued at $467,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 14, 2023 disclosing 0 shares of The J. M. Smucker Company.

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)
2026-04-20 2026-03-31 13F SMUCKER J M COM NEW 832696405 4,844 4,844 467 0.0173
2023-08-14 2023-06-30 13F SMUCKER J M STOCK 832696405 0 -3,060 -100.00 0 0.0000
2023-05-12 2023-03-31 13F SMUCKER J M STOCK 832696405 3,060 -7,633 -71.38 0 -100.00 0.0371
2023-02-09 2022-12-31 13F J M Smucker Stock 832696405 10,693 -132 -1.22 2 -99.93 0.0001
2022-11-15 2022-09-30 13F J M Smucker Stock 832696405 10,825 10,825 1,487 0.1499
2021-11-04 2021-09-30 13F SMUCKER J M CO COM Stock 832696405 0 -18,499 -100.00 0 -100.00
2021-08-05 2021-06-30 13F SMUCKER J M CO COM Stock 832696405 18,499 1,150 6.63 2,397 0.55 0.1588
2021-05-07 2021-03-31 13F SMUCKER J M CO COM Stock 832696405 17,349 425 2.51 2,384 21.88 0.0830
2021-01-13 2020-12-31 13F SMUCKER J M CO COM COM 832696405 16,924 1,261 8.05 1,956 8.13 0.0836
2020-11-12 2020-09-30 13F SMUCKER J M CO COM COM 832696405 15,663 -1,094 -6.53 1,809 2.03 0.0903
2020-08-13 2020-06-30 13F SMUCKER J M CO COM Stock 832696405 16,757 -5,762 -25.59 1,773 -29.08 0.0974
2020-05-12 2020-03-31 13F SMUCKER J M CO COM Stock 832696405 22,519 3,213 16.64 2,500 24.38 0.1850
2020-02-07 2019-12-31 13F SMUCKER J M CO COM Stock 832696405 19,306 970 5.29 2,010 -0.35 0.1532
2019-11-14 2019-09-30 13F SMUCKER J M CO COM COM 832696405 18,336 15,301 504.15 2,017 469.77 0.1667
2019-05-15 2019-03-31 13F SMUCKER J M CO COM Stock 832696405 3,035 314 11.54 354 39.37 0.0395
2019-03-05 2018-12-31 13F SMUCKER J M COM NEW 832696405 2,721 83 3.15 254 -6.27 0.0360
2018-11-13 2018-09-30 13F SMUCKER J M COM NEW 832696405 2,638 68 2.65 271 -5.24 0.0393
2018-08-14 2018-06-30 13F SMUCKER J M COM NEW 832696405 2,570 -1,510 -37.01 286 -38.36 0.0607
2018-05-10 2018-03-31 13F SMUCKER J M COM NEW 832696405 4,080 4,080 464 0.1159
2017-05-31 2017-03-31 13F J.M. Smucker COM NEW 832696405 0 -1,069 -100.00 0 -100.00
2017-02-27 2016-12-31 13F J.M. Smucker COM NEW 832696405 1,069 1,069 147 0.0492
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.