Skip to content
Disclosery

FIRST TRUST ADVISORS LP: SJM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on SJM, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 655,371 SJM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 655,371 shares
    Change vs previous 13F -1,788 shares

    0.04% of the 13F portfolio, value $73,729,169.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 657,159 shares
    Change vs previous 13F +93,657 shares

    0.05% of the 13F portfolio, value $63,376,440.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 563,502 shares
    Change vs previous 13F +39,153 shares

    0.04% of the 13F portfolio, value $55,116,157.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 524,349 shares
    Change vs previous 13F -21,144 shares

    0.04% of the 13F portfolio, value $56,944,307.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 545,493 shares
    Change vs previous 13F -97,398 shares

    0.04% of the 13F portfolio, value $53,567,433.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 642,891 shares
    Change vs previous 13F -35,090 shares

    0.07% of the 13F portfolio, value $76,124,739.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 677,981 shares
    Change vs previous 13F -108,219 shares

    0.07% of the 13F portfolio, value $74,659,270.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 786,200 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $95,208,819.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).