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Sheaff Brock Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Sheaff Brock Investment 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
2020
Q3 		– Sell
-3,000
Closed -$422K – 482
2020
Q2 		$422K Buy
+3,000
New +$437K 0.04% 236

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's JNJ Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Johnson & Johnson (JNJ) stake by 144% in Q1 2025, buying an estimated $4.12M and bringing the position to 44,600 shares worth $7.4M. The position accounts for 0.68% of the portfolio, ranked #43.

Sheaff Brock Investment Advisors first reported a position in JNJ in Q4 2015 and has held it in 38 quarters since. The position peaked at $13.7M in Q1 2022. 4,149 funds tracked by Wall St. Rank hold JNJ as of Q1 2025.

  • Sheaff Brock Investment Advisors held 44,600 shares of Johnson & Johnson worth $7.4M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 26,304 Johnson & Johnson shares in Q1 2025, an estimated $4.12M.
  • Johnson & Johnson made up 0.68% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #43 holding.
  • Sheaff Brock Investment Advisors first reported a position in Johnson & Johnson in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Johnson & Johnson position peaked at $13.7M in Q1 2022.
  • 4,149 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.