Jpb Foundation Portfolio Holdings

Jpb Foundation

$765 Billion
Q1 2025

Jpb Foundation has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $765 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $698B, Apple Inc. with a value of $15B, Unitedhealth Group Inc with a value of $7.52B, Eli Lilly & CO with a value of $7.32B, and Automatic Data Processing Inc with a value of $5.34B.

Examining the 13F form we can see an decrease of $135B in the current position value, from $900B to 765B.

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 $765 Billion

ETFs: $698 Billion

Technology: $27.9 Billion

Healthcare: $19.4 Billion

Financial Services: $9.11 Billion

Industrials: $5.34 Billion

Communication Services: $3.07 Billion

Consumer Defensive: $1.96 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$698 Billion 91.26% of portfolio	1,248,000	Q1 2025 Reduced 11.99%
AAPL Apple Inc. Technology	$3.23T	$15 Billion 1.97% of portfolio	67,737	Q4 2024 Reduced 80.06%
UNH Unitedhealth Group Inc Healthcare	$282B	$7.52 Billion 0.98% of portfolio	14,355	Q4 2024 Reduced 79.88%
LLY Eli Lilly & CO Healthcare	$701B	$7.32 Billion 0.96% of portfolio	8,868	Q4 2024 Reduced 79.78%
ADP Automatic Data Processing Inc Industrials	$135B	$5.34 Billion 0.7% of portfolio	17,487	Q4 2024 Reduced 80.46%
JPM Jpmorgan Chase & CO Financial Services	$774B	$4.87 Billion 0.64% of portfolio	19,855	Q4 2024 Reduced 80.12%
TXN Texas Instruments Inc Technology	$177B	$4.37 Billion 0.57% of portfolio	24,325	Q4 2024 Reduced 80.11%
ORCL Oracle Corp Technology	$446B	$3.28 Billion 0.43% of portfolio	23,444	Q4 2024 Reduced 79.51%
CSCO Cisco Systems, Inc. Technology	$259B	$2.84 Billion 0.37% of portfolio	45,958	Q4 2024 Reduced 79.84%
A Agilent Technologies, Inc. Healthcare	$33.1B	$2.38 Billion 0.31% of portfolio	20,357	Q4 2024 Reduced 79.92%
AXP American Express CO Financial Services	$220B	$2.38 Billion 0.31% of portfolio	8,851	Q4 2024 Reduced 79.82%
CMCSA Comcast Corp Communication Services	$152B	$2.1 Billion 0.28% of portfolio	57,043	Q4 2024 Reduced 80.13%
MDLZ Mondelez International, Inc. Consumer Defensive	$92.5B	$1.96 Billion 0.26% of portfolio	28,911	Q4 2024 Reduced 80.19%
KEYS Keysight Technologies, Inc. Technology	$28.1B	$1.83 Billion 0.24% of portfolio	12,187	Q4 2024 Reduced 79.75%
DFS Discover Financial Services Financial Services	$54.7B	$1.3 Billion 0.17% of portfolio	7,629	Q4 2024 Reduced 80.75%
MRK Merck & Co., Inc. Healthcare	$195B	$1.2 Billion 0.16% of portfolio	13,317	Q4 2024 Reduced 80.22%
PFE Pfizer Inc Healthcare	$132B	$1.02 Billion 0.13% of portfolio	40,293	Q4 2024 Reduced 79.98%
T At&T Inc. Communication Services	$198B	$641 Million 0.08% of portfolio	22,668	Q4 2024 Reduced 79.7%
BK Bank Of New York Mellon Corp Financial Services	$71.6B	$560 Million 0.07% of portfolio	6,680	Q4 2024 Reduced 78.91%
AVGO Broadcom Inc. Technology	$98B	$291 Million 0.04% of portfolio	1,740	Q4 2024 Reduced 76.61%
VZ Verizon Communications Inc Communication Services	$185B	$321 Million 0.04% of portfolio	7,087	Q4 2024 Reduced 79.21%
DELL Dell Technologies Inc. Technology	$28.8B	$245 Million 0.03% of portfolio	2,687	Q4 2024 Reduced 79.62%

Summary

Portfolio
No. of Stocks 22
Current Value $765 Billion
Prior Value $900 Billion
Filing
Period Q1 2025
Filing Date May 15, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 0 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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