--- title: "Jamison Loads Up on Johnson & Johnson (JNJ) Stock With a 39K Share Purchase" description: "Jamison Private Wealth Management, Inc. has increased its stake in Johnson & Johnson by purchasing 39,471 shares valued at approximately $6.76 million, as disclosed in an SEC filing dated October 14, " type: "news" locale: "en" url: "https://longbridge.com/en/news/261477358.md" published_at: "2025-10-16T15:16:03.000Z" --- # Jamison Loads Up on Johnson & Johnson (JNJ) Stock With a 39K Share Purchase > Jamison Private Wealth Management, Inc. has increased its stake in Johnson & Johnson by purchasing 39,471 shares valued at approximately $6.76 million, as disclosed in an SEC filing dated October 14, 2025. This acquisition raises the fund's total holdings in J&J to 87,545 shares, accounting for 2.06% of its $789.50 million assets under management. The stock has performed well, gaining 33% year-to-date, significantly outperforming the S&P 500. Johnson & Johnson reported trailing twelve-month revenue of $90.63 billion and a net income of $22.66 billion as of June 29, 2025. Jamison Private Wealth Management, Inc. disclosed a purchase of Johnson & Johnson shares valued at $6,762,412 in its SEC filing for the period ended Q3 2025, submitted on October 14, 2025. Increased position by 39,471 shares, with an estimated trade value of $6.76 million based on the quarter’s average price Trade represents a 0.86% change relative to the fund’s 13F reportable assets under management Post-trade, the fund holds 87,545 shares of Johnson & Johnson valued at $16.23 million as of September 30, 2025. The stake now accounts for 2.06% of Jamison Private Wealth Management’s reportable AUM, which places it outside the fund's top five holdings ## What happened According to a filing with the Securities and Exchange Commission (SEC) dated October 14, 2025, Jamison Private Wealth Management, Inc. increased its holdings in **Johnson & Johnson** (JNJ 0.45%) by 39,471 shares during Q3 2025. The estimated value of shares acquired, based on the average closing price for the quarter, is $6.76 million. The fund’s total position in the company at quarter-end stood at 87,545 shares. ## What else to know This purchase brings the Johnson & Johnson stake to 2.06% of the fund’s $789.50 million reportable AUM as of September 30, 2025 Top holdings following the quarter-end are: NASDAQ:NVDA: $35.51 million (4.5% of AUM) as of September 30, 2025 NASDAQ:AAPL: $34.23 million (4.3% of AUM) as of September 30, 2025 NASDAQ:MSFT: $33.25 million (4.2% of AUM) as of September 30, 2025 NYSE:VMC: $24.17 million (3.1% of AUM) as of September 30, 2025 NYSE:JPM: $17.55 million (2.2% of AUM) as of September 30, 2025 As of October 13, 2025, shares were priced at $190.90, up 18.1% over the past year ending October 13, 2025, outperforming the S&P 500 by 7.65 percentage points over the past year Johnson & Johnson reported trailing twelve-month revenue of $90.63 billion and net income of $22.66 billion for the twelve months ended June 29, 2025 The stock’s annualized dividend yield stood at 2.70% as of October 14, 2025, with shares 2.86% below their 52-week high as of October 14, 2025 ## Company overview Metric Value Revenue (TTM) $90.63 billion Net Income (TTM) $22.66 billion Dividend Yield 2.70% Price (as of market close October 13, 2025) $190.90 ## Company snapshot Offers a diversified portfolio of pharmaceuticals, and medical devices. Generates revenue primarily through the development, manufacturing, and global sale of prescription medicines, surgical and medical devices, and over-the-counter consumer healthcare products. Serves healthcare professionals, hospitals, wholesalers, retailers, and the general public worldwide. Johnson & Johnson is a global healthcare leader with a broad product base spanning pharmaceuticals, MedTech, and consumer health. Its scale, established brands, and focus on research and development underpin a strong competitive position in the industry. ## Foolish take Jamison Private Wealth Management is more than a little enthusiastic about Johnson & Johnson. The pharmaceutical and medical device giant made up 2.1% of its portfolio at the end of September. At the end of June it was a 1.1% position. Johnson & Johnson isn't a top-five holding but it's up there. It was the fund's eigth largest holding at the end of the third quarter. Jamison's Johnson & Johnson position is working out well for the firm. The stock has more than doubled the benchmark **S&P 500** index's performance this year with a gain of about 33% as of Oct. 16, 2025. Spinning off its slow growing consumer health division in 2023 has had the intended effect on Johnson & Johnson's growth rate. Third-quarter sales rose 6.8% year over year. Encouraged by the recently strong performance, management recently raised its sales estimate for 2025 to $93.7 billion, which represents a 5.7% gain. ## Glossary **AUM (Assets Under Management):** The total market value of investments managed on behalf of clients by a fund or firm. **13F reportable assets:** Securities that investment managers must disclose in quarterly SEC filings if they exceed $100 million in U.S. equity assets. **Dividend yield:** Annual dividends per share divided by the share price, shown as a percentage. **Trailing twelve months (TTM):** The 12-month period ending with the most recent quarterly report. **Outperforming the S&P 500:** Achieving a higher return than the S&P 500 index over a specified period. **Stake:** The ownership interest or amount of shares held in a company by an investor or fund. **Quarter-end:** The last day of a fiscal quarter, used as a reference point for financial reporting. **Reportable AUM:** The portion of assets under management that must be disclosed in regulatory filings. **Annualized:** Converted to a yearly rate based on data from a shorter period, for comparison purposes. **Top holdings:** The largest investments in a fund’s portfolio, ranked by value or percentage of total assets. **MedTech:** Medical technology sector, including devices, equipment, and solutions for healthcare. ### Related Stocks - [JNJ.US - Johnson & Johnson](https://longbridge.com/en/quote/JNJ.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 强生｜10-K：2025 财年营收 942 亿美元超过预期 | | [Link](https://longbridge.com/en/news/275658131.md) | | 当 AI 进入医院，“手术失误、错认器官” 等风险也随之而来 | 据美国数据，强生旗下 TruDi 系统引入 AI 后故障报告激增十倍，甚至出现 “导航误导” 致死风险；数据显示，AI 设备获批后首年召回率高达 43%，远超传统设备。然而，美国药监局 FDA 关键团队减员严重，传统监管框架在海量申请前几近 | [Link](https://longbridge.com/en/news/275537054.md) | | Allscripts 医疗｜8-K：2025 财年营收 5.87 亿美元 | | [Link](https://longbridge.com/en/news/276168463.md) | | Vanda 制药｜10-K：2025 财年营收 2.16 亿美元不及预期 | | [Link](https://longbridge.com/en/news/275753219.md) | | Vanda 制药｜8-K：2025 财年 Q4 营收 57.22 百万美元不及预期 | | [Link](https://longbridge.com/en/news/275657004.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.