FirstPurpose Wealth’s Johnson & Johnson JNJ Stock Holding History

FirstPurpose Wealth’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 Q1	$451K	Buy	3,005 +8	+0.3%	+$1.27K	0.16%	113
2023 Q4	$470K	Buy	2,997 +167	+6%	+$25.6K	0.18%	97
2023 Q3	$441K	Sell	2,830 -184	-6%	-$30.4K	0.19%	92
2023 Q2	$499K	Sell	3,014 -47	-2%	-$7.59K	0.21%	81
2023 Q1	$474K	Buy	3,061 +118	+4%	+$19.1K	0.23%	80
2022 Q4	$520K	Buy	2,943 +266	+10%	+$45.9K	0.29%	64
2022 Q3	$437K	Buy	2,677 +161	+6%	+$27.2K	0.29%	65
2022 Q2	$447K	Buy	2,516 +229	+10%	+$40.8K	0.3%	58
2022 Q1	$405K	Buy	2,287 +260	+13%	+$44.2K	0.32%	67
2021 Q4	$347K	Buy	+2,027	New	+$332K	0.22%	86

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

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FirstPurpose Wealth's JNJ Position: Q1 2024 in Review

FirstPurpose Wealth increased its Johnson & Johnson (JNJ) stake by 0.27% in Q1 2024, buying an estimated $1.27K and bringing the position to 3,005 shares worth $451K. The position accounts for 0.16% of the portfolio, ranked #113.

FirstPurpose Wealth first reported a position in JNJ in Q4 2021 and has held it in 10 quarters since. The position peaked at $520K in Q4 2022. 3,849 funds tracked by Wall St. Rank hold JNJ as of Q1 2024.

FirstPurpose Wealth held 3,005 shares of Johnson & Johnson worth $451K as of Q1 2024.
FirstPurpose Wealth bought 8 Johnson & Johnson shares in Q1 2024, an estimated $1.27K.
Johnson & Johnson made up 0.16% of FirstPurpose Wealth's portfolio in Q1 2024, its #113 holding.
FirstPurpose Wealth first reported a position in Johnson & Johnson in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Johnson & Johnson position peaked at $520K in Q4 2022.
3,849 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.