Jpb Foundation Top Holdings and 13F Report (2025) About Jpb FoundationInvestment ActivityJpb Foundation has $900.13 million in total holdings as of December 31, 2024.Jpb Foundation owns shares of 22 different stocks, but just 1 company or ETF makes up 80% of its holdings.Approximately 24.76% of the portfolio was purchased this quarter.About 30.81% of the portfolio was sold this quarter.This quarter, Jpb Foundation has purchased 24 new stocks and bought additional shares in 1 stock.Jpb Foundation sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $831,061,440Apple $16,962,700UnitedHealth Group $7,261,620Eli Lilly and Company $6,846,096Automatic Data Processing $5,118,970 Largest Purchases this Quarter SPDR S&P 500 ETF Trust 380,200 shares (about $222.83M) Largest Sales this Quarter Apple 272,000 shares (about $68.11M)UnitedHealth Group 57,000 shares (about $28.83M)Eli Lilly and Company 35,000 shares (about $27.02M)Automatic Data Processing 72,000 shares (about $21.08M)JPMorgan Chase & Co. 80,000 shares (about $19.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJpb Foundation Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$831,061,440$222,827,616 ▲36.6%1,418,00092.3%FinanceAAPLApple$16,962,700$68,114,242 ▼-80.1%67,7371.9%Computer and TechnologyUNHUnitedHealth Group$7,261,620$28,834,019 ▼-79.9%14,3550.8%MedicalLLYEli Lilly and Company$6,846,096$27,020,000 ▼-79.8%8,8680.8%MedicalADPAutomatic Data Processing$5,118,970$21,076,562 ▼-80.5%17,4870.6%Business ServicesJPMJPMorgan Chase & Co.$4,759,442$19,176,800 ▼-80.1%19,8550.5%FinanceTXNTexas Instruments$4,561,181$18,375,981 ▼-80.1%24,3250.5%Computer and TechnologyORCLOracle$3,906,708$15,164,239 ▼-79.5%23,4440.4%Computer and TechnologyAAgilent Technologies$2,734,759$10,881,538 ▼-79.9%20,3570.3%MedicalCSCOCisco Systems$2,720,714$10,774,402 ▼-79.8%45,9580.3%Computer and TechnologyAXPAmerican Express$2,626,888$10,387,649 ▼-79.8%8,8510.3%FinanceCMCSAComcast$2,140,824$8,631,901 ▼-80.1%57,0430.2%Consumer DiscretionaryKEYSKeysight Technologies$1,957,598$7,710,241 ▼-79.8%12,1870.2%Computer and TechnologyMDLZMondelez International$1,726,854$6,988,410 ▼-80.2%28,9110.2%Consumer StaplesMRKMerck & Co., Inc.$1,324,775$5,371,919 ▼-80.2%13,3170.1%MedicalDFSDiscover Financial Services$1,321,572$5,543,361 ▼-80.7%7,6290.1%FinancePFEPfizer$1,068,973$4,271,329 ▼-80.0%40,2930.1%MedicalTAT&T$516,150$2,026,529 ▼-79.7%22,6680.1%Computer and TechnologyBKBank of New York Mellon$513,224$1,920,749 ▼-78.9%6,6800.1%FinanceAVGOBroadcom$403,402$1,321,489 ▼-76.6%1,7400.0%Computer and TechnologyDELLDell Technologies$309,650$1,210,020 ▼-79.6%2,6870.0%Computer and TechnologyVZVerizon Communications$283,409$1,079,730 ▼-79.2%7,0870.0%Computer and TechnologyPYPLPayPal$0$810,966 ▼-100.0%00.0%Computer and TechnologyEBAYeBay$0$616,331 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
