JP Morgan Private Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$118M Sell
756,793
-99,616
-12% -$16.4M 0.34% 71
2023
Q2
$142M Sell
856,409
-386,258
-31% -$62.3M 0.74% 32
2023
Q1
$193M Sell
1,242,667
-93,856
-7% -$15.2M 0.41% 61
2022
Q4
$236M Buy
1,336,523
+44,938
+3% +$7.76M 0.53% 43
2022
Q3
$211M Buy
1,291,585
+60,752
+5% +$10.3M 0.55% 41
2022
Q2
$218M Buy
1,230,833
+34,124
+3% +$6.08M 0.56% 40
2022
Q1
$212M Sell
1,196,709
-136,961
-10% -$23.3M 0.46% 54
2021
Q4
$228M Sell
1,333,670
-112,673
-8% -$18.4M 0.49% 48
2021
Q3
$234M Buy
1,446,343
+875
+0.1% +$149K 0.57% 35
2021
Q2
$238M Buy
1,445,468
+210,529
+17% +$34.9M 0.62% 31
2021
Q1
$203M Sell
1,234,939
-71,795
-5% -$11.6M 0.66% 24
2020
Q4
$206M Buy
1,306,734
+64,120
+5% +$9.46M 0.67% 26
2020
Q3
$185M Buy
1,242,614
+41,639
+3% +$6.16M 0.72% 23
2020
Q2
$169M Buy
1,200,975
+75,854
+7% +$11.1M 0.77% 24
2020
Q1
$148M Buy
1,125,121
+63,518
+6% +$9.01M 0.84% 22
2019
Q4
$155M Sell
1,061,603
-12,048
-1% -$1.63M 0.7% 27
2019
Q3
$139M Buy
1,073,651
+109,727
+11% +$14.5M 0.72% 27
2019
Q2
$134M Sell
963,924
-38,366
-4% -$5.31M 0.74% 28
2019
Q1
$140M Buy
1,002,290
+10,624
+1% +$1.42M 0.73% 30
2018
Q4
$128M Sell
991,666
-42,445
-4% -$5.92M 0.78% 27
2018
Q3
$143M Buy
1,034,111
+23,110
+2% +$3.07M 0.7% 26
2018
Q2
$123M Buy
1,011,001
+54,020
+6% +$6.74M 0.69% 25
2018
Q1
$123M Sell
956,981
-20,847
-2% -$2.82M 0.83% 24
2017
Q4
$137M Buy
977,828
+43,211
+5% +$6.02M 0.9% 21
2017
Q3
$122M Buy
934,617
+53,231
+6% +$7.06M 0.87% 18
2017
Q2
$117M Sell
881,386
-94,561
-10% -$12.1M 0.89% 19
2017
Q1
$122M Buy
975,947
+95,890
+11% +$11.5M 0.94% 18
2016
Q4
$101M Sell
880,057
-34,269
-4% -$3.96M 0.88% 20
2016
Q3
$108M Buy
914,326
+15,170
+2% +$1.84M 1.01% 14
2016
Q2
$109M Sell
899,156
-92,177
-9% -$10.5M 1.06% 13
2016
Q1
$107M Buy
991,333
+61,894
+7% +$6.41M 1.03% 17
2015
Q4
$95.5M Buy
929,439
+270,511
+41% +$27.2M 0.98% 20
2015
Q3
$61.5M Sell
658,928
-42,472
-6% -$4.11M 0.77% 30
2015
Q2
$68.4M Sell
701,400
-5,702
-0.8% -$571K 0.78% 30
2015
Q1
$71.1M Buy
707,102
+6,222
+0.9% +$633K 0.81% 29
2014
Q4
$73.3M Sell
700,880
-3,994
-0.6% -$421K 0.88% 27
2014
Q3
$75.1M Buy
704,874
+157,495
+29% +$16.3M 0.97% 22
2014
Q2
$57.3M Buy
547,379
+8,238
+2% +$833K 0.97% 23
2014
Q1
$53M Buy
539,141
+8,122
+2% +$753K 0.97% 22
2013
Q4
$48.6M Sell
531,019
-724
-0.1% -$66.7K 0.98% 24
2013
Q3
$46.1M Buy
531,743
+23,205
+5% +$2.08M 1.05% 19
2013
Q2
$43.7M Buy
+508,538
New +$43.2M 1.08% 17

Other funds holding JNJ

JP Morgan Private Wealth Advisors's JNJ Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 12% in Q3 2023, selling an estimated $16.4M and leaving 756,793 shares worth $118M. The position accounts for 0.34% of the portfolio, ranked #71.

JP Morgan Private Wealth Advisors first reported a position in JNJ in Q2 2013 and has held it in 42 quarters since. The position peaked at $238M in Q2 2021. 3,681 funds tracked by Wall St. Rank hold JNJ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 756,793 shares of Johnson & Johnson worth $118M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 99,616 Johnson & Johnson shares in Q3 2023, an estimated $16.4M.
  • Johnson & Johnson made up 0.34% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #71 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Johnson & Johnson in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Johnson & Johnson position peaked at $238M in Q2 2021.
  • 3,681 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.