Joel Adams & Associates, Inc. JNJ JOHNSON & JOHNSON

Ownership history in Joel Adams & Associates, Inc.  ·  6 quarters on record

AI Ownership Summary

Joel Adams & Associates, Inc. reported JOHNSON & JOHNSON (JNJ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2026 Q1. The latest visible filing shows JNJ at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JNJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joel Adams & Associates, Inc.'s position in JOHNSON & JOHNSON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JNJ was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Joel Adams & Associates, Inc. held JNJ — position size vs. price
% of Fund (quarterly)    JNJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,305 0% 0.42% $563K 2026-04-20 $229.37
2025 Q4 UNCHANGED 2,305 0% 0.36% $477K 2026-01-27 $221.98
2025 Q3 UNCHANGED 2,305 0% 0.34% $427K 2025-11-06 $183.75
2025 Q2 UNCHANGED 2,305 0% 0.31% $352K 2025-07-25 $164.20
2025 Q1 UNCHANGED 2,305 0% 0.34% $382K 2025-04-22 $152.60
2024 Q4 INITIATED 2,305 0.30% $333K 2025-01-31 $146.01

FAQ About Joel Adams & Associates, Inc. and JNJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Joel Adams & Associates, Inc. reported owning JNJ?

Joel Adams & Associates, Inc. reported JNJ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JNJ position in Joel Adams & Associates, Inc.'s portfolio?

The largest reported portfolio weight for JNJ was 0.42% in 2026 Q1.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2026 Q1, when Joel Adams & Associates, Inc. reported 2,305 shares, equal to 0.42% of portfolio, with an estimated market value of $563K.

What does the chart on this JNJ ownership page compare?

The chart compares Joel Adams & Associates, Inc.'s quarterly JNJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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