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Jefferies Financial Group’s Johnson & Johnson JNJ Stock Holding History

Jefferies Financial Group’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
2026
Q2 		$17.3M Sell
68,010
-6,617
-9% -$1.54M 0.11% 163
2026
Q1 		$18.2M Sell
74,627
-34,598
-32% -$8.06M 0.12% 135
2025
Q4 		$22.6M Buy
109,225
+10,805
+11% +$2.14M 0.12% 177
2025
Q3 		$18.2M Buy
98,420
+8,119
+9% +$1.39M 0.09% 158
2025
Q2 		$13.8M Buy
90,301
+47,929
+113% +$7.37M 0.12% 131
2025
Q1 		$7.03M Sell
42,372
-580,794
-93% -$90.9M 0.06% 216
2024
Q4 		$90.1M Buy
623,166
+471,723
+311% +$73.1M 0.54% 29
2024
Q3 		$24.5M Sell
151,443
-13,807
-8% -$2.2M 0.18% 73
2024
Q2 		$24.2M Sell
165,250
-35,438
-18% -$5.27M 0.26% 60
2024
Q1 		$31.7M Buy
200,688
+159,398
+386% +$25.4M 0.29% 51
2023
Q4 		$6.47M Sell
41,290
-3,267
-7% -$501K 0.04% 326
2023
Q3 		$6.94M Buy
44,557
+10,094
+29% +$1.67M 0.06% 254
2023
Q2 		$5.7M Sell
34,463
-86,352
-71% -$13.9M 0.05% 325
2023
Q1 		$18.7M Buy
120,815
+46,262
+62% +$7.47M 0.15% 115
2022
Q4 		$13.2M Buy
+74,553
New +$12.9M 0.09% 176

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jefferies Financial Group's JNJ Position: Q2 2026 in Review

Jefferies Financial Group reduced its Johnson & Johnson (JNJ) stake by 8.9% in Q2 2026, selling an estimated $1.54M and leaving 68,010 shares worth $17.3M. The position accounts for 0.11% of the portfolio, ranked #163.

Jefferies Financial Group first reported a position in JNJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $90.1M in Q4 2024. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Jefferies Financial Group held 68,010 shares of Johnson & Johnson worth $17.3M as of Q2 2026.
  • Jefferies Financial Group sold 6,617 Johnson & Johnson shares in Q2 2026, an estimated $1.54M.
  • Johnson & Johnson made up 0.11% of Jefferies Financial Group's portfolio in Q2 2026, its #163 holding.
  • Jefferies Financial Group first reported a position in Johnson & Johnson in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Johnson & Johnson position peaked at $90.1M in Q4 2024.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.