JPB Foundation
Latest statistics and disclosures from JPB Foundation's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002002798
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Positions held by JPB Foundation consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for JPB Foundation
JPB Foundation holds 26 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 24.0 | $224M | 1.2M | 192.53 |
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| UnitedHealth (UNH) | 13.6 | $127M | 242k | 526.47 |
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| Eli Lilly & Co. (LLY) | 9.5 | $88M | 151k | 582.92 |
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| Automatic Data Processing (ADP) | 6.8 | $63M | 272k | 232.97 |
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| Texas Instruments Incorporated (TXN) | 6.7 | $62M | 364k | 170.46 |
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| JPMorgan Chase & Co. (JPM) | 5.5 | $51M | 300k | 170.10 |
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| Agilent Technologies Inc C ommon (A) | 4.6 | $43M | 306k | 139.03 |
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| Comcast Corp Cl A (CMCSA) | 4.1 | $38M | 867k | 43.85 |
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| Oracle Corporation (ORCL) | 3.9 | $37M | 346k | 105.43 |
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| Cisco Systems (CSCO) | 3.7 | $35M | 685k | 50.52 |
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| Mondelez Intl Cl A (MDLZ) | 3.4 | $32M | 441k | 72.43 |
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| Keysight Technologies (KEYS) | 3.1 | $29M | 182k | 159.09 |
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| American Express Company (AXP) | 2.7 | $25M | 134k | 187.34 |
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| Merck & Co (MRK) | 2.4 | $23M | 207k | 109.02 |
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| Pfizer (PFE) | 1.9 | $17M | 602k | 28.79 |
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| Discover Financial Services (DFS) | 1.4 | $13M | 120k | 112.40 |
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| At&t (T) | 0.6 | $5.7M | 338k | 16.78 |
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| Bank of New York Mellon Corporation (BK) | 0.5 | $5.0M | 97k | 52.05 |
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| Verizon Communications (VZ) | 0.4 | $4.0M | 105k | 37.70 |
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| Dell Technologies CL C (DELL) | 0.3 | $3.1M | 40k | 76.50 |
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| Broadcom (AVGO) | 0.3 | $2.6M | 2.3k | 1116.25 |
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| Paypal Holdings (PYPL) | 0.2 | $2.0M | 33k | 61.41 |
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| eBay (EBAY) | 0.2 | $1.4M | 33k | 43.62 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $930k | 82k | 11.38 |
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| Viatris (VTRS) | 0.1 | $818k | 76k | 10.83 |
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| Organon & Co Common Stock (OGN) | 0.0 | $320k | 22k | 14.42 |
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Past Filings by JPB Foundation
SEC 13F filings are viewable for JPB Foundation going back to 2023
- JPB Foundation 2023 Q4 filed Feb. 14, 2024