JWM
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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
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% +$2.81K 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 		$2.31M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jeppson Wealth Management's JNJ Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Johnson & Johnson (JNJ) stake by 2.2% in Q1 2026, selling an estimated $73.4K and leaving 13,886 shares worth $3.39M. The position accounts for 1.06% of the portfolio, ranked #22.

Jeppson Wealth Management first reported a position in JNJ in Q3 2020 and has held it in 23 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Jeppson Wealth Management held 13,886 shares of Johnson & Johnson worth $3.39M as of Q1 2026.
  • Jeppson Wealth Management sold 315 Johnson & Johnson shares in Q1 2026, an estimated $73.4K.
  • Johnson & Johnson made up 1.06% of Jeppson Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Jeppson Wealth Management first reported a position in Johnson & Johnson in Q3 2020 and has held it in 23 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.