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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JGP Global Gestao de Recursos's JNJ Position: Q1 2026 in Review

JGP Global Gestao de Recursos increased its Johnson & Johnson (JNJ) stake by 0.42% in Q1 2026, buying an estimated $2.1K and bringing the position to 2,132 shares worth $521K. The position accounts for 2.25% of the portfolio, ranked #8.

JGP Global Gestao de Recursos first reported a position in JNJ in Q4 2014 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2014. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

JGP Global Gestao de Recursos held 2,132 shares of Johnson & Johnson worth $521K as of Q1 2026.
JGP Global Gestao de Recursos bought 9 Johnson & Johnson shares in Q1 2026, an estimated $2.1K.
Johnson & Johnson made up 2.25% of JGP Global Gestao de Recursos's portfolio in Q1 2026, its #8 holding.
JGP Global Gestao de Recursos first reported a position in Johnson & Johnson in Q4 2014 and has held it in 6 quarters since.
JGP Global Gestao de Recursos's Johnson & Johnson position peaked at $1.07M in Q4 2014.
4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on JGP Global Gestao de Recursos's 13F filing for Q1 2026, filed 8 May 2026.