J.M. Smucker Company shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of J.M. Smucker Company (SJM) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in J.M. Smucker Company
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All positions including J.M. Smucker Company held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J.M. Smucker Company by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $565k | 5.2k | 108.60 |
| 2025-06-30 | $486k | 5.0k | 98.20 |
| 2025-03-31 | $651k | 5.5k | 118.42 |
| 2024-12-31 | $643k | 5.8k | 110.12 |
| 2024-09-30 | $618k | 5.1k | 121.11 |
| 2024-06-30 | $589k | 5.4k | 109.03 |
| 2024-03-31 | $594k | 4.7k | 125.87 |
| 2023-12-31 | $602k | 4.8k | 126.37 |
| 2023-09-30 | $521k | 4.2k | 122.92 |
| 2023-06-30 | $1.6M | 11k | 147.66 |
| 2023-03-31 | $1.4M | 8.6k | 157.36 |
| 2016-12-31 | $52k | 392 | 133.57 |
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