Jefferies Group's JNJ Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 109,225 shares of Johnson & Johnson (JNJ) worth $22.6 M, representing 0.12% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in JNJ, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 471,723 shares. Largest reduction occurred in Q1 2025, reducing 580,794 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Johnson & Johnson (JNJ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Johnson & Johnson (JNJ) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +10,805 | Add 10.98% | 109,225 | $206.95 |
| Q3 2025 | +8,119 | Add 8.99% | 98,420 | $185.42 |
| Q2 2025 | +47,929 | Add 113.11% | 90,301 | $152.75 |
| Q1 2025 | -580,794 | Reduce 93.20% | 42,372 | $165.84 |
| Q4 2024 | +471,723 | Add 311.49% | 623,166 | $144.62 |
| Q3 2024 | -13,807 | Reduce 8.36% | 151,443 | $162.06 |
| Q2 2024 | -35,438 | Reduce 17.66% | 165,250 | $146.16 |
| Q1 2024 | +159,398 | Add 386.05% | 200,688 | $158.19 |
| Q4 2023 | -3,267 | Reduce 7.33% | 41,290 | $156.74 |
| Q3 2023 | +10,094 | Add 29.29% | 44,557 | $155.75 |
| Q2 2023 | -86,352 | Reduce 71.47% | 34,463 | $165.52 |
| Q1 2023 | +46,262 | Add 62.05% | 120,815 | $155.00 |
| Q4 2022 | +74,553 | New Buy | 74,553 | $176.65 |
Jefferies Group's Johnson & Johnson Investment FAQs
Jefferies Group first purchased Johnson & Johnson (JNJ) in Q4 2022, acquiring 74,553 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Johnson & Johnson (JNJ) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Johnson & Johnson (JNJ) was in Q4 2024, adding 623,166 shares worth $90.12 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 109,225 shares of Johnson & Johnson (JNJ), valued at approximately $22.6 M.
As of the Q4 2025 filing, Johnson & Johnson (JNJ) represents approximately 0.12% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Johnson & Johnson (JNJ) was 623,166 shares, as reported at the end of Q4 2024.