Jpb Foundation has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $900 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 $831B, Apple Inc. with a value of $17B, Unitedhealth Group Inc with a value of $7.26B, Eli Lilly & CO with a value of $6.85B, and Automatic Data Processing Inc with a value of $5.12B.

Examining the 13F form we can see an decrease of $46.6B in the current position value, from $947B to 900B.

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 $900 Billion
ETFs: $831 Billion
Technology: $30.8 Billion
Healthcare: $19.2 Billion
Financial Services: $9.22 Billion
Industrials: $5.12 Billion
Communication Services: $2.94 Billion
Consumer Defensive: $1.73 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $900 Billion
  • Prior Value $947 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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