Essential Planning’s Johnson & Johnson JNJ Stock Holding History

Essential Planning’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 Q1	–	Sell	-20,990	Closed	-$3.25M	–	201
2024 Q4	$3.25M	Buy	+20,990	New	+$3.25M	0.02%	151

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essential Planning's JNJ Position: Q1 2025 in Review

Essential Planning sold out of Johnson & Johnson (JNJ) in Q1 2025, closing a stake of 20,990 shares — an estimated $3.25M sold.

Essential Planning first reported a position in JNJ in Q4 2024 and held it in 1 quarter. The position peaked at $3.25M in Q4 2024. 4,147 funds tracked by Wall St. Rank hold JNJ as of Q1 2025.

Essential Planning reported no remaining Johnson & Johnson position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 20,990 Johnson & Johnson shares in Q1 2025, an estimated $3.25M.
Essential Planning first reported a position in Johnson & Johnson in Q4 2024 and held it in 1 quarter.
Essential Planning's Johnson & Johnson position peaked at $3.25M in Q4 2024.
4,147 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.