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Funds Holding J.M. Smucker Co
Every registered fund lists what it holds each quarter. These are the ones reporting a position in J.M. Smucker Co, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of SJM →Funds holding
147
as of 2026-07-31
Reported value
$1.3B
summed across funds
Fund families
66
named trusts
Largest conviction
3.08%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Invesco S&P 500 Equal Weight Consumer Staples ETFInvesco Exchange-Traded Fund Trust63.7K sh$7.6M | 3.08% |
| CresAlta Small and Mid-Cap ETFElevation Series Trust18.2K sh$2.2M | 2.30% |
| CresAlta Global Dividend ETFElevation Series Trust23.5K sh$2.8M | 2.02% |
| Invesco High Yield Equity Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust177.3K sh$21.1M | 1.87% |
| Vest S&P 500 Dividend Aristocrats Target Income FundWorld Funds Trust7K sh$829.6K | 1.71% |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETFFirst Trust Exchange-Traded Fund IV489.9K sh$58.4M | 1.65% |
| Invesco Dorsey Wright Consumer Staples Momentum ETFInvesco Exchange-Traded Fund Trust10.5K sh$1.3M | 1.48% |
| DANA LARGE CAP EQUITY FUNDValued Advisers Trust7.9K sh$939.2K | 1.38% |
| 1290 GAMCO Small/Mid Cap Value Fund1290 Funds24K sh$2.9M | 1.20% |
| Cultivar ETFETF Opportunities Trust4K sh$471.6K | 1.10% |
| Eaton Vance Tax-Advantaged Dividend Income FundEaton Vance Tax-Advantaged Dividend Income Fund200.6K sh$23.9M | 1.05% |
| CONSUMER STAPLES ULTRASECTOR PROFUNDProFunds191 sh$22.8K | 0.63% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust744.3K sh$88.8M | 0.61% |
| Fidelity MSCI Consumer Staples Index ETFFIDELITY COVINGTON TRUST72.7K sh$8.7M | 0.61% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC849.1K sh$101.3M | 0.60% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC32K sh$3.8M | 0.60% |
| iShares U.S. Consumer Staples ETFiShares Trust67.2K sh$8M | 0.57% |
| NYLIM Candriam U.S. Mid Cap Equity ETFNYLIM ETF Trust15K sh$1.8M | 0.54% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC40.3K sh$4.8M | 0.53% |
| RockCreek Global Equality ETFEA Series Trust4.5K sh$533.9K | 0.53% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust12.3K sh$1.5M | 0.51% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust754 sh$89.9K | 0.45% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust276.7K sh$33M | 0.40% |
| iShares Morningstar Small-Cap Value ETFiShares Trust23.1K sh$2.8M | 0.40% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC600.9K sh$71.7M | 0.37% |
| JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust14K sh$1.7M | 0.36% |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust13.9K sh$1.7M | 0.36% |
| American Beacon Large Cap Value FundAMERICAN BEACON FUNDS83.4K sh$9.9M | 0.33% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust16.8K sh$2M | 0.31% |
| American Beacon Balanced FundAMERICAN BEACON FUNDS2.7K sh$322K | 0.31% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust15.9K sh$1.9M | 0.30% |
| Harbor Mid Cap Value FundHARBOR FUNDS11.4K sh$1.4M | 0.30% |
| SA MFS Total Return PortfolioSUNAMERICA SERIES TRUST11.6K sh$1.4M | 0.29% |
| LSV Conservative Value Equity FundADVISORS' INNER CIRCLE FUND4K sh$477K | 0.28% |
| VANGUARD WINDSOR II FUNDVANGUARD WINDSOR FUNDS1.5M sh$180.9M | 0.27% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust46K sh$5.5M | 0.27% |
| Fidelity Equity-Income FundFidelity Devonshire Trust254.8K sh$30.4M | 0.26% |
| Fidelity Equity-Income K6 FundFidelity Devonshire Trust10.4K sh$1.2M | 0.25% |
| Fidelity Dividend Growth FundFidelity Securities Fund238.7K sh$28.5M | 0.24% |
| Hartford Real Asset FundHARTFORD MUTUAL FUNDS, INC1.3K sh$152.7K | 0.23% |
| PACE Large Co Value Equity InvestmentsPACE SELECT ADVISORS TRUST14.1K sh$1.7M | 0.21% |
| iShares Morningstar Small-Cap ETFiShares Trust4.7K sh$563.9K | 0.20% |
| Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust1.6M sh$189.8M | 0.20% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust247K sh$29.5M | 0.19% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust39.3K sh$4.7M | 0.18% |
| Victory Extended Market Index FundVictory Portfolios III12.1K sh$1.4M | 0.18% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds18.5K sh$2.2M | 0.16% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS48.9K sh$5.8M | 0.16% |
| American Beacon Diversified FundAmerican Beacon Institutional Funds Trust7.8K sh$930.2K | 0.15% |
| Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust12.5K sh$1.5M | 0.14% |
| Fidelity Capital Appreciation FundFidelity Capital Trust93.9K sh$11.2M | 0.14% |
| JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust9.3K sh$1.1M | 0.13% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC218.1K sh$26M | 0.13% |
| Fidelity SAI U.S. Value Index FundFidelity Salem Street Trust97K sh$11.6M | 0.12% |
| MFS Global Total Return FundMFS Series Trust VI12.5K sh$1.5M | 0.12% |
| Embark Small Cap Equity FundHarbor Funds II6.4K sh$757.5K | 0.12% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust21.2K sh$2.5M | 0.12% |
| SA Franklin BW U.S. Large Cap Value PortfolioSUNAMERICA SERIES TRUST11.1K sh$1.3M | 0.10% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust395.9K sh$47.2M | 0.09% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST21.1K sh$2.5M | 0.09% |
| iShares Russell Mid-Cap Index FundBlackRock Funds19.2K sh$2.3M | 0.09% |
| iShares U.S. Consumer Focused ETFiShares U.S. ETF Trust184 sh$21.9K | 0.08% |
| Dimensional US Vector Equity ETFDimensional ETF Trust3.6K sh$424.8K | 0.08% |
| Morningstar Alternatives FundMorningstar Funds Trust1.6K NC$191.5K | 0.07% |
| Green Century Balanced FundGREEN CENTURY FUNDS2.3K sh$272K | 0.07% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust91.5K sh$10.9M | 0.07% |
| Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds26.1K sh$3.1M | 0.07% |
| iShares Core Dividend ETFiShares Trust9.3K sh$1.1M | 0.06% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST66.2K sh$7.9M | 0.06% |
| iShares U.S. Equity Factor ETFiShares Trust17.7K sh$2.1M | 0.06% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust48.1K sh$5.7M | 0.06% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust15.9K sh$1.9M | 0.06% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust10.3K sh$1.2M | 0.05% |
| Nuveen ESG Small-Cap ETFNuShares ETF Trust5.8K sh$695.6K | 0.05% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust216.7K sh$25.8M | 0.05% |
| THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO135.5K sh$16.2M | 0.05% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC10.7K sh$1.3M | 0.05% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS421.2K sh$50.2M | 0.05% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC23.2K sh$2.8M | 0.05% |
| PGIM Quant Solutions Mid-Cap Value FundPrudential Investment Portfolios, Inc. 10800 sh$95.4K | 0.05% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust3K sh$362K | 0.05% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO1.1K sh$125.3K | 0.04% |
| LARGE-CAP VALUE PROFUNDProFunds19 sh$2.3K | 0.04% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC30.5K sh$3.6M | 0.04% |
| SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST2.5K sh$293.1K | 0.04% |
| iShares U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust4K sh$474.5K | 0.04% |
| Green Century Equity FundGREEN CENTURY FUNDS2.6K sh$311K | 0.04% |
| iShares ESG MSCI KLD 400 ETFiShares Trust16.2K sh$1.9M | 0.04% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds39.4K sh$4.7M | 0.03% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust35.3K sh$4.2M | 0.03% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust41.3K sh$4.9M | 0.03% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST3.2K sh$383.1K | 0.03% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC106.4K sh$12.7M | 0.03% |
| Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC2.2K sh$263.7K | 0.03% |
| Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS5 sh$596.3 | 0.03% |
| Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS3K sh$353.2K | 0.03% |
| E*TRADE No Fee Total Market Index FundE Trade Trust248 sh$29.6K | 0.03% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC91.2K sh$10.9M | 0.03% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust25.6K sh$3.1M | 0.02% |
| Global X S&P 500 Christian Values ETFGLOBAL X FUNDS16 sh$1.9K | 0.02% |
| Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS121 sh$14.4K | 0.02% |
| Multi-Asset Strategy FundRUSSELL INVESTMENT CO1.1K sh$128.8K | 0.02% |
| Steward Values Enhanced Large Cap FundSteward Funds Inc570 sh$68K | 0.02% |
| Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS6 sh$715.6 | 0.02% |
| Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust601 sh$71.7K | 0.02% |
| Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST241.2K sh$28.8M | 0.02% |
| Pacer Trendpilot US Large Cap ETFPacer Funds Trust5.4K sh$646.6K | 0.02% |
| Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust31.2K sh$3.7M | 0.02% |
| LargeCap S&P 500 Index FundPrincipal Funds, Inc22K sh$2.6M | 0.02% |
| Global X S&P 500 Covered Call ETFGLOBAL X FUNDS5.3K sh$633.5K | 0.02% |
| NYLIM S&P 500 Index FundNYLIM FUNDS TRUST3.5K sh$417.6K | 0.02% |
| U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC23.5K sh$2.8M | 0.02% |
| BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.4.4K sh$523.6K | 0.02% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III582 sh$69.4K | 0.02% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust33.4K sh$4M | 0.02% |
| Nuveen S&P 500 Index FundTIAA-CREF Funds21.5K sh$2.6M | 0.02% |
| Federated Hermes Max-Cap Index FundFederated Hermes Index Trust446 sh$53.2K | 0.02% |
| BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.2.1K sh$249.6K | 0.02% |
| SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST5.1K sh$605.2K | 0.02% |
| iShares Dow Jones U.S. ETFiShares Trust4.5K sh$539.9K | 0.02% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS33.9K sh$4M | 0.02% |
| Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust403 sh$48.1K | 0.02% |
| Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS76 sh$9.1K | 0.02% |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust2.6K sh$306.4K | 0.02% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST65.2K sh$7.8M | 0.02% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust58.1K sh$6.9M | 0.02% |
| Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS7 sh$834.8 | 0.02% |
| Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust92 sh$11K | 0.02% |
| Nuveen Equity Index FundTIAA-CREF Funds84.1K sh$10M | 0.02% |
| Wilmington Large-Cap Strategy FundWilmington Funds850 sh$101.4K | 0.02% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds6.6K sh$781.3K | 0.02% |
| Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust744 sh$88.7K | 0.02% |
| ULTRABULL PROFUNDProFunds230 sh$27.4K | 0.02% |
| Column Mid Cap FundTrust for Professional Managers1.3K sh$168.9K | 0.02% |
| Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust8.3K sh$994.5K | 0.01% |
| AMT Diversified Equity FundADVISER MANAGED TRUST493 sh$58.8K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS94.1K sh$11.2M | 0.01% |
| BULL PROFUNDProFunds50 sh$6K | 0.01% |
| MidCap Value Fund IPrincipal Funds, Inc2.3K sh$278.4K | 0.01% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST63 sh$7.5K | 0.01% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds1.9K sh$221.6K | 0.01% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds1.2K sh$147.2K | 0.01% |
| iShares Dynamic Short-Term Active ETFBlackRock ETF Trust83 sh$9.9K | 0.01% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds2K sh$243.6K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds1K sh$119.9K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds175 sh$20.9K | 0.00% |
| NPF Core Equity ETFElevation Series Trust66 sh$7.9K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on SJM
Company overviewEverything on SJM in one place, with the price.SEC filingsWhat SJM's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat SJM's own officers and directors buy and sell.Executive payWhat SJM awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in SJM.LobbyingWhat SJM spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on SJM's account, and who they worked for.