Jeppson Wealth Management
JNJ icon

Jeppson Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Jeppson Wealth Management’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
Q3 		$3.54M Hold
13,376
– – 1.01% 20
2026
Q2 		$3.4M Sell
13,376
-510
-4% -$119K 1% 21
2026
Q1 		$3.39M Sell
13,886
-315
-2% -$73.4K 1.06% 22
2025
Q4 		$2.94M Sell
14,201
-727
-5% -$144K 0.93% 25
2025
Q3 		$2.77M Buy
14,928
+20
+0.1% +$3.43K 0.88% 25
2025
Q2 		$2.28M Sell
14,908
-46
-0.3% -$7.07K 0.79% 30
2025
Q1 		$2.48M Buy
14,954
+613
+4% +$95.9K 0.91% 22
2024
Q4 		$2.07M Buy
14,341
+286
+2% +$44.3K 0.75% 31
2024
Q3 		$2.28M Sell
14,055
-27
-0.2% -$4.3K 0.82% 27
2024
Q2 		$2.06M Buy
14,082
+2,005
+17% +$298K 0.79% 26
2024
Q1 		$1.91M Sell
12,077
-304
-2% -$48.4K 0.74% 29
2023
Q4 		$1.94M Sell
12,381
-107
-0.9% -$16.4K 0.8% 25
2023
Q3 		$1.94M Buy
12,488
+17
+0.1% +$2.8K 0.89% 24
2023
Q2 		$2.06M Sell
12,471
-949
-7% -$153K 0.9% 24
2023
Q1 		$2.08M Sell
13,420
-429
-3% -$69.3K 0.91% 23
2022
Q4 		$2.45M Sell
13,849
-321
-2% -$55.4K 1.03% 21
2022
Q3 		$2.32M Buy
14,170
+298
+2% +$50.4K 1.05% 19
2022
Q2 		$2.46M Buy
13,872
+10,520
+314% +$1.87M 1.06% 18
2022
Q1 		$594K Buy
3,352
+106
+3% +$18K 0.28% 83
2021
Q4 		$555K Buy
3,246
+272
+9% +$44.5K 0.27% 84
2021
Q3 		$480K Hold
2,974
– – 0.25% 87
2021
Q2 		$489K Buy
2,974
+176
+6% +$29.1K 0.27% 84
2021
Q1 		$459K Buy
2,798
+91
+3% +$14.7K 0.27% 81
2020
Q4 		$426K Buy
2,707
+50
+2% +$7.38K 0.28% 84
2020
Q3 		$396K Buy
+2,657
New +$393K 0.31% 80

Other funds holding JNJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Jeppson Wealth Management's JNJ Position: Q3 2026 in Review

Jeppson Wealth Management held its Johnson & Johnson (JNJ) position steady in Q3 2026 at 13,376 shares worth $3.54M. The position accounts for 1.01% of the portfolio, ranked #20.

Jeppson Wealth Management first reported a position in JNJ in Q3 2020 and has held it in 25 quarters since. 3,394 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Jeppson Wealth Management held 13,376 shares of Johnson & Johnson worth $3.54M as of Q3 2026.
  • Jeppson Wealth Management left its Johnson & Johnson share count unchanged in Q3 2026.
  • Johnson & Johnson made up 1.01% of Jeppson Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Jeppson Wealth Management first reported a position in Johnson & Johnson in Q3 2020 and has held it in 25 quarters since.
  • 3,394 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.