JPB Foundation
- SEC CIK
- 0002002798
- Latest filing
- Aug 3, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 22
- 0 vs. Q4 2024
- Portfolio value
- $764.9M
- −$135.2M (−15.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 1,248,000 | $698.1M | 91.3% | −170,000−12.0% | Reduced | History |
| AAPLApple Inc. | Stock | 67,737 | $15.0M | 2.0% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 14,355 | $7.52M | 1.0% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 8,868 | $7.32M | 1.0% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 17,487 | $5.34M | 0.7% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 19,855 | $4.87M | 0.6% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 24,325 | $4.37M | 0.6% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 23,444 | $3.28M | 0.4% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 45,958 | $2.84M | 0.4% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 8,851 | $2.38M | 0.3% | 00.0% | Unchanged | History |
| AAgilent Technologies, Inc. | COM | 20,357 | $2.38M | 0.3% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 57,043 | $2.10M | 0.3% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 28,911 | $1.96M | 0.3% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 12,187 | $1.83M | 0.2% | 00.0% | Unchanged | History |
| DFSDiscover Financial Services | COM | 7,629 | $1.30M | 0.2% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 13,317 | $1.20M | 0.2% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 40,293 | $1.02M | 0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 22,668 | $641.1K | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 6,680 | $560.3K | 0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 7,087 | $321.5K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 1,740 | $291.3K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 2,687 | $244.9K | <0.1% | 00.0% | Unchanged | History |