JNJ β€” Johnson & Johnson

Ownership history in U S WEALTH GROUP, LLC.  Β·  5 quarters on record

AI Ownership Summary

U S WEALTH GROUP, LLC. reported Johnson & Johnson (JNJ) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.05% in 2025 Q4. The latest visible filing shows JNJ at 2.05% 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 U S WEALTH GROUP, LLC.'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
2025 Q4

JNJ was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2025 Q4

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 2025 Q4

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 U S WEALTH GROUP, LLC. held JNJ β€” position size vs. price
% of Fund (quarterly)    JNJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15,049 -116 -0.8% 2.05% $3.1M 2026-02-14 (Est.) $242.16
2025 Q3 ADDED 15,165 +650 +4.5% 1.84% $2.8M 2025-11-18 $197.69
2025 Q2 ADDED 14,515 +833 +6.1% 1.73% $2.2M 2025-08-15 $173.33
2025 Q1 REDUCED 13,682 -624 -4.4% 1.84% $2.3M 2025-05-15 $145.55
2024 Q4 INITIATED 14,306 β€” β€” 1.56% $2.1M 2025-02-13 $151.77

FAQ About U S WEALTH GROUP, LLC. and JNJ

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

How long has U S WEALTH GROUP, LLC. reported owning JNJ?

U S WEALTH GROUP, LLC. reported JNJ across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported JNJ position in U S WEALTH GROUP, LLC.'s portfolio?

The largest reported portfolio weight for JNJ was 2.05% in 2025 Q4.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2025 Q4, when U S WEALTH GROUP, LLC. reported 15,049 shares, equal to 2.05% of portfolio, with an estimated market value of $3.1M.

What does the chart on this JNJ ownership page compare?

The chart compares U S WEALTH GROUP, LLC.'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.

← Back to U S WEALTH GROUP, LLC. Holdings