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Compass Planning Associates’s Johnson & Johnson JNJ Stock Holding History

Compass Planning Associates’s Portfolio JNJ Stock Details JNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-28
Closed -$4.22K – 79
2025
Q2 		$4.22K Hold
28
– – ﹤0.01% 116
2025
Q1 		$4.58K Hold
28
– – ﹤0.01% 116
2024
Q4 		$3.99K Buy
+28
New +$4.34K ﹤0.01% 126

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Compass Planning Associates's JNJ Position: Q3 2025 in Review

Compass Planning Associates sold out of Johnson & Johnson (JNJ) in Q3 2025, closing a stake of 28 shares — an estimated $4.22K sold.

Compass Planning Associates first reported a position in JNJ in Q4 2024 and held it in 3 quarters. The position peaked at $4.58K in Q1 2025. 4,187 funds tracked by Wall St. Rank hold JNJ as of Q3 2025.

  • Compass Planning Associates reported no remaining Johnson & Johnson position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 28 Johnson & Johnson shares in Q3 2025, an estimated $4.22K.
  • Compass Planning Associates first reported a position in Johnson & Johnson in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Johnson & Johnson position peaked at $4.58K in Q1 2025.
  • 4,187 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.