Steven Cohen's SJM Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 1.84 M shares of The J. M. Smucker Company (SJM) worth $180.35 M, representing 0.20% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in SJM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 1.84 M shares. Largest reduction occurred in Q2 2024, reducing 445,777 shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's The J M Smucker Company (SJM) Holding Value Over Time
Track share changes against reported price movement
Quarterly The J M Smucker Company (SJM) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.84 M | New Buy | 1.84 M | $97.81 |
| Q4 2024 | -427,699 | Sold Out | 0 | $0.00 |
| Q3 2024 | -444,668 | Reduce 50.97% | 427,699 | $121.10 |
| Q2 2024 | -445,777 | Reduce 33.82% | 872,367 | $109.04 |
| Q1 2024 | +637,444 | Add 93.65% | 1.32 M | $125.87 |
| Q4 2023 | +677,600 | Add 21858.06% | 680,700 | $126.38 |
| Q3 2023 | -26,251 | Reduce 89.44% | 3,100 | $122.91 |
| Q2 2023 | -83,500 | Reduce 73.99% | 29,351 | $147.67 |
| Q1 2023 | +44,351 | Add 64.75% | 112,851 | $157.37 |
| Q4 2022 | -236,956 | Reduce 77.57% | 68,500 | $158.46 |
| Q3 2022 | +305,456 | New Buy | 305,456 | $137.41 |
| Q2 2022 | -142,139 | Sold Out | 0 | $0.00 |
| Q1 2022 | +142,139 | New Buy | 142,139 | $135.41 |
| Q2 2021 | -179,803 | Sold Out | 0 | $0.00 |
| Q1 2021 | +179,803 | New Buy | 179,803 | $126.53 |
| Q2 2019 | -61,000 | Sold Out | 0 | $0.00 |
| Q1 2019 | +61,000 | New Buy | 61,000 | $116.51 |
| Q2 2017 | -800 | Sold Out | 0 | $0.00 |
| Q1 2017 | +800 | New Buy | 800 | $131.25 |
| Q1 2015 | -3,108 | Sold Out | 0 | $0.00 |
| Q4 2014 | +3,108 | New Buy | 3,108 | $101.03 |
Steven Cohen's The J M Smucker Company Investment FAQs
Steven Cohen first purchased The J. M. Smucker Company (SJM) in Q4 2014, acquiring 3,108 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held The J. M. Smucker Company (SJM) for 21 quarters since Q4 2014.
Steven Cohen's largest addition to The J. M. Smucker Company (SJM) was in Q4 2025, adding 1,843,866 shares worth $180.35 M.
According to the latest 13F filing for Q4 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 1,843,866 shares of The J. M. Smucker Company (SJM), valued at approximately $180.35 M.
As of the Q4 2025 filing, The J. M. Smucker Company (SJM) represents approximately 0.20% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in The J. M. Smucker Company (SJM) was 1,843,866 shares, as reported at the end of Q4 2025.