SJM — SMUCKER J M CO

Ownership history in Caption Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in SMUCKER J M CO (SJM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2020 Q3)
Avg. % of fund
0.04%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 39,000 +7,100 +22.3% 0.03% $4.2M $106.45
2024 Q4 ADDED 31,900 +11,900 +59.5% 0.03% $3.5M $104.76
2020 Q3 INITIATED 20,000 — — 0.05% $2.3M $96.22
% of Fund (quarterly)    SJM price (monthly, adj. close)

Other funds also holding SJM

As of 2025 Q4 — sorted by position size

SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 2.74% Night Squared LP 2.69% STALEY CAPITAL ADVISERS INC 3Y 7Y 2.19% ARIEL INVESTMENTS, LLC 3Y 7Y 1.7% Sage Capital Advisors,llc 3Y 7Y 1.62% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.31% apricus wealth, LLC 3Y 1.31% Dorato Capital Management 1.26% REIK & CO., LLC 3Y 7Y 1.24% Nearwater Capital Markets, Ltd 1.14%
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