Epic Trust Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Epic Trust Investment Advisors’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
2024 Q2	$268K	Buy	1,831 +64	+4%	+$9.52K	0.29%	86
2024 Q1	$279K	Sell	1,767 -32	-2%	-$5.09K	0.34%	79
2023 Q4	$282K	Sell	1,799 -641	-26%	-$98.3K	0.38%	74
2023 Q3	$380K	Sell	2,440 -772	-24%	-$127K	0.6%	47
2023 Q2	$532K	Buy	3,212 +380	+13%	+$61.3K	0.75%	35
2023 Q1	$439K	Buy	2,832 +761	+37%	+$123K	0.54%	52
2022 Q4	$366K	Buy	2,071 +396	+24%	+$68.4K	0.55%	58
2022 Q3	$274K	Buy	1,675 +510	+44%	+$86.3K	0.38%	81
2022 Q2	$207K	Buy	+1,165	New	+$208K	0.39%	62

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Epic Trust Investment Advisors's JNJ Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Johnson & Johnson (JNJ) stake by 3.6% in Q2 2024, buying an estimated $9.52K and bringing the position to 1,831 shares worth $268K. The position accounts for 0.29% of the portfolio, ranked #86.

Epic Trust Investment Advisors first reported a position in JNJ in Q2 2022 and has held it in 9 quarters since. The position peaked at $532K in Q2 2023. 3,802 funds tracked by Wall St. Rank hold JNJ as of Q2 2024.

Epic Trust Investment Advisors held 1,831 shares of Johnson & Johnson worth $268K as of Q2 2024.
Epic Trust Investment Advisors bought 64 Johnson & Johnson shares in Q2 2024, an estimated $9.52K.
Johnson & Johnson made up 0.29% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #86 holding.
Epic Trust Investment Advisors first reported a position in Johnson & Johnson in Q2 2022 and has held it in 9 quarters since.
Epic Trust Investment Advisors's Johnson & Johnson position peaked at $532K in Q2 2023.
3,802 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.