JGP Global Gestao de Recursos’s Johnson & Johnson JNJ Stock Holding History

JGP Global Gestao de Recursos’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	$601K	Buy	2,368 +236	+11%	+$55K	1.33%	13
2026 Q1	$521K	Buy	2,132 +9	+0.4%	+$2.1K	2.25%	8
2025 Q4	$439K	Sell	2,123 -215	-9%	-$42.5K	0.26%	21
2025 Q3	$434K	Buy	2,338 +31	+1%	+$5.31K	0.25%	15
2025 Q2	$352K	Sell	2,307 -6	-0.3%	-$922	0.17%	28
2025 Q1	$384K	Buy	+2,313	New	+$362K	0.29%	20
2015 Q1	–	Sell	-10,200	Closed	-$1.07M	–	34
2014 Q4	$1.07M	Buy	+10,200	New	+$1.07M	0.08%	22

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JGP Global Gestao de Recursos's JNJ Position: Q2 2026 in Review

JGP Global Gestao de Recursos increased its Johnson & Johnson (JNJ) stake by 11% in Q2 2026, buying an estimated $55K and bringing the position to 2,368 shares worth $601K. The position accounts for 1.33% of the portfolio, ranked #13.

JGP Global Gestao de Recursos first reported a position in JNJ in Q4 2014 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2014. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

JGP Global Gestao de Recursos held 2,368 shares of Johnson & Johnson worth $601K as of Q2 2026.
JGP Global Gestao de Recursos bought 236 Johnson & Johnson shares in Q2 2026, an estimated $55K.
Johnson & Johnson made up 1.33% of JGP Global Gestao de Recursos's portfolio in Q2 2026, its #13 holding.
JGP Global Gestao de Recursos first reported a position in Johnson & Johnson in Q4 2014 and has held it in 7 quarters since.
JGP Global Gestao de Recursos's Johnson & Johnson position peaked at $1.07M in Q4 2014.
4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on JGP Global Gestao de Recursos's 13F filing for Q2 2026, filed 20 Jul 2026.