Jpb Foundation Portfolio Holdings

Jpb Foundation

  • $934 Billion
  • Q2 2024

Jpb Foundation has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $934 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $179B, Spdr S&P 500 ETF Trust with a value of $137B, Eli Lilly & CO with a value of $102B, Unitedhealth Group Inc with a value of $91.3B, and Automatic Data Processing Inc with a value of $53.8B.

Examining the 13F form we can see an increase of $17.8B in the current position value, from $916B to 934B.

Jpb Foundation is based out at New York, NY

Below you can find more details about Jpb Foundation portfolio as well as his latest detailed transactions.

Portfolio value $934 Billion
Technology: $323 Billion
Healthcare: $262 Billion
ETFs: $137 Billion
Financial Services: $95.6 Billion
Industrials: $53.8 Billion
Communication Services: $37.2 Billion
Consumer Defensive: $24 Billion
Consumer Cyclical: $1.43 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.48T
$179 Billion 19.18% of portfolio
850,737
Q2 2024 Reduced 16.74%
$0
$137 Billion 14.67% of portfolio
251,800
Q2 2024 New
$879B
$102 Billion 10.94% of portfolio
112,868
Q2 2024 Reduced 16.93%
$551B
$91.3 Billion 9.78% of portfolio
179,355
Q2 2024 Reduced 17.1%
$116B
$53.8 Billion 5.76% of portfolio
225,487
Q2 2024 Reduced 16.94%
$610B
$50.5 Billion 5.41% of portfolio
249,855
Q2 2024 Reduced 16.67%
$177B
$47.9 Billion 5.13% of portfolio
246,325
Q2 2024 Reduced 32.39%
$459B
$40.7 Billion 4.36% of portfolio
288,444
Q2 2024 Reduced 16.74%
$40.9B
$33 Billion 3.53% of portfolio
254,357
Q2 2024 Reduced 16.97%
$173B
$28.3 Billion 3.03% of portfolio
722,043
Q2 2024 Reduced 16.72%
$210B
$27.1 Billion 2.9% of portfolio
569,958
Q2 2024 Reduced 16.79%
$195B
$25.7 Billion 2.75% of portfolio
110,851
Q2 2024 Reduced 17.18%
$104B
$24 Billion 2.57% of portfolio
366,911
Q2 2024 Reduced 16.78%
$299B
$21.3 Billion 2.28% of portfolio
172,317
Q2 2024 Reduced 16.88%
$26.7B
$20.7 Billion 2.21% of portfolio
151,187
Q2 2024 Reduced 17.02%
$169B
$14 Billion 1.5% of portfolio
501,293
Q2 2024 Reduced 16.77%
$159B
$5.36 Billion 0.57% of portfolio
280,668
Q2 2024 Reduced 16.88%
$57B
$4.77 Billion 0.51% of portfolio
79,680
Q2 2024 Reduced 17.58%
$29.9B
$4.58 Billion 0.49% of portfolio
33,187
Q2 2024 Reduced 17.42%
$189B
$3.59 Billion 0.38% of portfolio
87,087
Q2 2024 Reduced 17.13%
$66.4B
$2.93 Billion 0.31% of portfolio
1,824
Q2 2024 Reduced 21.51%
$82.2B
$1.56 Billion 0.17% of portfolio
26,893
Q2 2024 Reduced 18.24%
$35.4B
$1.43 Billion 0.15% of portfolio
26,566
Q2 2024 Reduced 18.42%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $934 Billion
  • Prior Value $916 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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