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

Source 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
Q3 		$372K Buy
2,298
+166
+8% +$26.4K 0.11% 82
2024
Q2 		$312K Sell
2,132
-482
-18% -$71.7K 0.1% 92
2024
Q1 		$414K Buy
2,614
+91
+4% +$14.5K 0.13% 80
2023
Q4 		$395K Sell
2,523
-145
-5% -$22.2K 0.12% 88
2023
Q3 		$416K Sell
2,668
-62
-2% -$10.2K 0.14% 83
2023
Q2 		$452K Buy
2,730
+102
+4% +$16.5K 0.15% 87
2023
Q1 		$407K Sell
2,628
-398
-13% -$64.3K 0.14% 86
2022
Q4 		$535K Buy
3,026
+638
+27% +$110K 0.2% 74
2022
Q3 		$390K Buy
2,388
+28
+1% +$4.74K 0.15% 81
2022
Q2 		$419K Buy
2,360
+58
+3% +$10.3K 0.16% 77
2022
Q1 		$408K Buy
2,302
+58
+3% +$9.87K 0.12% 85
2021
Q4 		$384K Sell
2,244
-1,224
-35% -$200K 0.1% 90
2021
Q3 		$560K Sell
3,468
-29
-0.8% -$4.95K 0.15% 67
2021
Q2 		$576K Sell
3,497
-13
-0.4% -$2.15K 0.15% 69
2021
Q1 		$577K Buy
3,510
+400
+13% +$64.7K 0.15% 66
2020
Q4 		$489K Buy
+3,110
New +$459K 0.13% 74

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

Source Financial Advisors's JNJ Position: Q3 2024 in Review

Source Financial Advisors increased its Johnson & Johnson (JNJ) stake by 7.8% in Q3 2024, buying an estimated $26.4K and bringing the position to 2,298 shares worth $372K. The position accounts for 0.11% of the portfolio, ranked #82.

Source Financial Advisors first reported a position in JNJ in Q4 2020 and has held it in 16 quarters since. The position peaked at $577K in Q1 2021. 3,881 funds tracked by Wall St. Rank hold JNJ as of Q3 2024.

  • Source Financial Advisors held 2,298 shares of Johnson & Johnson worth $372K as of Q3 2024.
  • Source Financial Advisors bought 166 Johnson & Johnson shares in Q3 2024, an estimated $26.4K.
  • Johnson & Johnson made up 0.11% of Source Financial Advisors's portfolio in Q3 2024, its #82 holding.
  • Source Financial Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Johnson & Johnson position peaked at $577K in Q1 2021.
  • 3,881 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.