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ROI Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

ROI Financial Advisors’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
Q4 		– Sell
-1,535
Closed -$249K – 65
2024
Q3 		$249K Sell
1,535
-156
-9% -$24.9K 0.17% 57
2024
Q2 		$256K Sell
1,691
-279
-14% -$41.5K 0.19% 51
2024
Q1 		$312K Sell
1,970
-882
-31% -$140K 0.25% 51
2023
Q4 		$447K Buy
+2,852
New +$437K 0.37% 47

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ROI Financial Advisors's JNJ Position: Q4 2024 in Review

ROI Financial Advisors sold out of Johnson & Johnson (JNJ) in Q4 2024, closing a stake of 1,535 shares — an estimated $249K sold.

ROI Financial Advisors first reported a position in JNJ in Q4 2023 and held it in 4 quarters. The position peaked at $447K in Q4 2023. 4,105 funds tracked by Wall St. Rank hold JNJ as of Q4 2024.

  • ROI Financial Advisors reported no remaining Johnson & Johnson position as of Q4 2024 after selling out during the quarter.
  • ROI Financial Advisors sold 1,535 Johnson & Johnson shares in Q4 2024, an estimated $249K.
  • ROI Financial Advisors first reported a position in Johnson & Johnson in Q4 2023 and held it in 4 quarters.
  • ROI Financial Advisors's Johnson & Johnson position peaked at $447K in Q4 2023.
  • 4,105 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2024.

Based on ROI Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.