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Kowal Investment Group’s Johnson & Johnson JNJ Stock Holding History

Kowal Investment Group’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
2024
Q3 		$1.68M Buy
10,339
+451
+5% +$71.9K 0.31% 50
2024
Q2 		$1.45M Buy
9,888
+121
+1% +$18K 0.29% 52
2024
Q1 		$1.55M Buy
9,767
+1,963
+25% +$312K 0.33% 47
2023
Q4 		$1.22M Sell
7,804
-1,056
-12% -$162K 0.29% 46
2023
Q3 		$1.38M Sell
8,860
-307
-3% -$50.7K 0.37% 34
2023
Q2 		$1.52M Sell
9,167
-1,638
-15% -$264K 0.41% 32
2023
Q1 		$1.67M Buy
10,805
+374
+4% +$60.4K 0.47% 29
2022
Q4 		$1.84M Buy
10,431
+604
+6% +$104K 0.55% 27
2022
Q3 		$1.6M Buy
9,827
+866
+10% +$147K 0.54% 23
2022
Q2 		$1.59M Buy
8,961
+1,787
+25% +$318K 0.52% 20
2022
Q1 		$1.27M Buy
7,174
+709
+11% +$121K 0.39% 27
2021
Q4 		$1.11M Sell
6,465
-436
-6% -$71.4K 0.33% 26
2021
Q3 		$1.11M Buy
6,901
+188
+3% +$32.1K 0.35% 24
2021
Q2 		$1.11M Buy
6,713
+829
+14% +$137K 0.4% 23
2021
Q1 		$967K Buy
5,884
+234
+4% +$37.9K 0.39% 24
2020
Q4 		$893K Buy
+5,650
New +$834K 0.41% 23

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kowal Investment Group's JNJ Position: Q3 2024 in Review

Kowal Investment Group increased its Johnson & Johnson (JNJ) stake by 4.6% in Q3 2024, buying an estimated $71.9K and bringing the position to 10,339 shares worth $1.68M. The position accounts for 0.31% of the portfolio, ranked #50.

Kowal Investment Group first reported a position in JNJ in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.84M in Q4 2022. 3,882 funds tracked by Wall St. Rank hold JNJ as of Q3 2024.

  • Kowal Investment Group held 10,339 shares of Johnson & Johnson worth $1.68M as of Q3 2024.
  • Kowal Investment Group bought 451 Johnson & Johnson shares in Q3 2024, an estimated $71.9K.
  • Johnson & Johnson made up 0.31% of Kowal Investment Group's portfolio in Q3 2024, its #50 holding.
  • Kowal Investment Group first reported a position in Johnson & Johnson in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Johnson & Johnson position peaked at $1.84M in Q4 2022.
  • 3,882 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.