JP

Jordan Park Group LLC

13F
Jordan Park Group LLC
Last update 2025-04-29 68 Stocks (1 new)
Value $1.38 Bil Turnover 20 %
Countries:
Top Holdings: GOVT(30.79%)IEMG(26.59%)SPY(8.67%)IWB(4.72%)VGIT(4.43%)
Summary Stock Picks Current Portfolio
Jordan Park Group LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOVT
iShares U.S. Treasury Bond ETF
18,428,436
423,577.6
+103.88%
30.790
+15.69%
1.530
+1.21%
+0.94%
27,411.5
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
6,776,904
365,749.5
+1.53%
26.590
+0.40%
0.440
+19.99%
+19.37%
100,021.6
 
SPY
SPDR S&P 500 ETF Trust
213,200
119,261.9
-3.33%
8.670
-0.32%
0.020
+23.18%
+8.33%
646,933.6
 
IWB
iShares Russell 1000 ETF
211,745
64,950.6
+12.45%
4.720
+0.52%
0.170
+23.31%
+8.26%
41,841.9
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
1,026,369
60,966.3
-19.72%
4.430
-1.08%
0.190
+1.38%
+4.38%
31,699.6
 
IEFA
iShares Core MSCI EAFE ETF
511,370
38,685.2
+2.49%
2.810
+0.07%
0.030
+12.77%
+20.40%
142,286.7
 
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
1,041,990
37,813.8
-9.51%
2.750
-0.28%
0.490
+13.23%
+10.16%
6,316.4
 
VEA
Vanguard FTSE Developed Markets ETF
580,374
29,500.4
-17.78%
2.140
-0.44%
0.020
+13.92%
+20.88%
158,845.5
 
EWT
iShares MSCI Taiwan ETF
574,025
27,254.7
+154.79%
1.980
+1.20%
0.570
+34.91%
+15.25%
6,364.9
 
VTEB
Vanguard Tax-Exempt Bond ETF
466,078
23,126.8
+0.33%
1.680
+0.01%
0.060
+1.46%
-1.33%
35,467.9
 

Jordan Park Group LLC's Historical Top Holdings Breakdowns

Jordan Park Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOVT
iShares U.S. Treasury Bond ETF
2025-03-31
Add
Add
+15.69%
●
22.25 ($22.67) 23
$22.79
0.53%
Add 103.88%
18,428,436
9,389,586
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-8.49%
●
53.99 ($56.33) 58.43
$55.02
-2.32%
Reduce -99.47%
11,102
-2,076,925
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Sold Out
Sold Out
-7.48%
●
85.29 ($89.02) 92.57
$86.39
-2.96%
Sold Out
0
-1,159,260
EWT
iShares MSCI Taiwan ETF
2025-03-31
Add
Add
+1.20%
●
47.48 ($51.44) 53.82
$59.64
15.94%
Add 154.79%
574,025
348,734
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
New Buy
New Buy
+1.08%
●
165.25 ($194.34) 224.62
$242.20
24.63%
New holding
89,537
89,537
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-1.08%
●
57.44 ($58.5) 59.4
$59.39
1.52%
Reduce -19.72%
1,026,369
-252,173
MCHI
iShares MSCI China ETF
2025-03-31
Add
Add
+0.57%
●
43.71 ($51.54) 58.65
$57.99
12.51%
Add 80.04%
326,106
144,973
IWB
iShares Russell 1000 ETF
2025-03-31
Add
Add
+0.52%
●
302.31 ($323.34) 337.54
$347.02
7.33%
Add 12.45%
211,745
23,441
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-0.44%
●
47.4 ($50.6) 52.99
$57.08
12.81%
Reduce -17.78%
580,374
-125,514
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.40%
●
50.83 ($53.83) 55.94
$61.53
14.31%
Add 1.53%
6,776,904
102,380

Jordan Park Group LLC Total Holding History ($B)

To

Jordan Park Group LLC's Asset Allocation

To

Jordan Park Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Jordan Park Group LLC's Hypothetical Growth since 2025-03-31

Jordan Park Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Jordan Park Group LLC's Holdings Heat Map

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Jordan Park Group LLC's Holdings Bubble Chart

Jordan Park Group LLC News

  • 1

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