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EP Wealth Advisors, LLC: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on JNJ, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 708,767 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 708,767 shares
    Change vs previous 13F +97,152 shares

    0.69% of the 13F portfolio, value $180,005,660.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 611,615 shares
    Change vs previous 13F -15,817 shares

    0.73% of the 13F portfolio, value $149,503,116.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 627,432 shares
    Change vs previous 13F +47,304 shares

    0.67% of the 13F portfolio, value $129,847,038.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 580,128 shares
    Change vs previous 13F +17,552 shares

    0.58% of the 13F portfolio, value $88,614,486.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 562,576 shares
    Change vs previous 13F +18,238 shares

    0.75% of the 13F portfolio, value $93,297,543.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 544,338 shares
    Change vs previous 13F -381 shares

    0.64% of the 13F portfolio, value $78,722,126.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 544,719 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $88,277,210.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).