J.P. Marvel Investment Advisors, LLC

Registered adviser

CIK

1426755

Location

Boston, MA

Portfolio Value

Small $863,246,347

Diversification

Diversified

Filing Date

Global Rank

#2,746 / 8,827 ▲ 160 · as of Jun 2026

Top Industry

Semiconductors 15.3%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 144364

Roster of Nov 1, 2026

Regulatory AUM

$820,745,015

Main clients

Individuals and high net worth (100% of AUM)

Private funds on Schedule D 7.B.(1)

As filed Mar 8, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

No private funds listed.

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$820,745,015	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$680,228,372	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$564,210,037	Individuals and high net worth (100%)
May 2023 to Mar 2024	$483,585,647	Individuals and high net worth (100%)
Apr 2023	$483,585,647	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$580,262,272	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 64.3% of the book (60%+)

Turnover

Low turnover

1.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.3 quarters (12+), a floor since 69.0% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 58.4%; sector active share 24.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

65 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

14.5%

+1.9 pts

Top 5

42.4%

−0.7 pts

Top 10

62.2%

−2.1 pts

HHI

540

Diversified+4

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.6%	$341,533,375	11
Healthcare	21.8%	$187,898,893	13
Financial Services	12.9%	$111,410,491	4
Industrials	8.8%	$75,956,740	13
Communication Services	7.3%	$63,116,829	3
Consumer Cyclical	3.7%	$32,143,339	1
Energy	2.2%	$18,812,317	4
Consumer Defensive	1.6%	$13,969,286	5
Basic Materials	0.9%	$8,118,532	2
Utilities	0.7%	$5,851,881	2
Unclassified	0.5%	$4,265,914	6
Real Estate	0.0%	$168,750	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
MRNA	Moderna, Inc.	+1,000	46,535	$8,961,244
IEFA	iShares Core MSCI EAFE ETF	+500	2,630	$254,794
VRTX	Vertex Pharmaceuticals Inc	+323	8,133	$4,252,013
DE	Deere & Co	+228	27,992	$18,798,027
MMM	3M Co	+227	68,792	$11,292,206
MS	Morgan Stanley	+185	198,081	$37,255,074
JNJ	Johnson & Johnson	+176	67,818	$17,954,137
AMZN	Amazon Com Inc	+155	129,012	$32,143,339
NVDA	Nvidia Corp	+128	547,685	$125,080,300
AAPL	Apple Inc.	+122	185,901	$61,908,751
SPY	Spdr S&P 500 ETF Trust	+19	3,601	$2,746,230
ABBV	AbbVie Inc.	+8	80,383	$21,027,388
JPM	Jpmorgan Chase & Co	+4	110,719	$36,629,166
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−519	177,349	$61,022,243
VLTO	Veralto Corp	−402	8,750	$825,300
GLW	Corning Inc	−302	253,942	$39,046,121
LRCX	Lam Research Corp	−215	160,290	$52,656,867
T	At&T Inc.	−57	44,927	$1,096,218
TMO	Thermo Fisher Scientific Inc.	−50	37,867	$25,562,118
KO	Coca Cola Co	−40	58,495	$5,035,249
SYY	Sysco Corp	−40	21,584	$1,682,688
BAC	Bank Of America Corp	−38	276,967	$15,075,313
CSCO	Cisco Systems, Inc.	−35	190,000	$20,449,700
XOM	ExxonMobil Holdings Corp	−30	44,220	$7,196,805
BMY	Bristol Myers Squibb Co	−30	171,685	$10,713,144
CVX	Chevron Corp	−21	21,533	$4,397,253
LLY	ELI LILLY & Co	−19	55,828	$64,597,462
DHR	Danaher Corp	−11	28,094	$6,224,225
QCOM	Qualcomm Inc	−10	5,735	$1,055,469
PG	PROCTER & GAMBLE Co	−10	39,636	$5,758,318
CAT	Caterpillar Inc	−10	11,846	$9,604,618
ALNY	Alnylam Pharmaceuticals, Inc.	−10	7,095	$1,750,620
MSFT	Microsoft Corp	−7	41,192	$21,127,376
IBM	International Business Machines Corp	−6	23,138	$5,088,740
GE	General Electric Co	−5	31,602	$9,868,988
GEV	GE Vernova Inc.	−5	7,956	$7,562,098
AXON	Axon Enterprise, Inc.	−5	12,388	$5,234,177
V	Visa Inc.	−5	62,480	$22,450,938
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
COLO	Global X MSCI Colombia ETF	4,700	$221,652
STWD	Starwood Property Trust, Inc.	12,500	$168,750
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
HD	Home Depot, Inc.	577	$203,496
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 tracked positions · $863,246,347 total · filing declares 65 positions · $863,246,402 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	547,685	+128	$125,080,300	+14.2%	14.49%
LLY	ELI LILLY & Co Healthcare	Reduced	55,828	-19	$64,597,462	−3.6%	7.48%
AAPL	Apple Inc. Technology	Added	185,901	+122	$61,908,751	+15.2%	7.17%
GOOGL	Alphabet Inc. Communication Services	Reduced	177,349	-519	$61,022,243	−4.0%	7.07%
LRCX	Lam Research Corp Technology	Reduced	160,290	-215	$52,656,867	−24.3%	6.10%
GLW	Corning Inc Technology	Reduced	253,942	-302	$39,046,121	−39.9%	4.52%
MS	Morgan Stanley Financial Services	Added	198,081	+185	$37,255,074	−9.9%	4.32%
JPM	Jpmorgan Chase & Co Financial Services	Added	110,719	+4	$36,629,166	+1.1%	4.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	129,012	+155	$32,143,339	+4.7%	3.72%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	37,867	-50	$25,562,118	+34.5%	2.96%
V	Visa Inc. Financial Services	Reduced	62,480	-5	$22,450,938	+4.7%	2.60%
MSFT	Microsoft Corp Technology	Reduced	41,192	-7	$21,127,376	+37.5%	2.45%
ABBV	AbbVie Inc. Healthcare	Added	80,383	+8	$21,027,388	+4.0%	2.44%
CSCO	Cisco Systems, Inc. Technology	Reduced	190,000	-35	$20,449,700	−8.4%	2.37%
DE	Deere & Co Industrials	Added	27,992	+228	$18,798,027	+6.7%	2.18%
JNJ	Johnson & Johnson Healthcare	Added	67,818	+176	$17,954,137	+4.5%	2.08%
BAC	Bank Of America Corp Financial Services	Reduced	276,967	-38	$15,075,313	−4.5%	1.75%
MMM	3M Co Industrials	Added	68,792	+227	$11,292,206	+1.7%	1.31%
CRL	Charles River Laboratories International, Inc. Healthcare	Held	37,286	0	$10,999,742	+30.1%	1.27%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	171,685	-30	$10,713,144	+8.3%	1.24%
DELL	Dell Technologies Inc. Technology	Reduced	18,486	-3	$9,944,543	+24.7%	1.15%
GE	General Electric Co Industrials	Reduced	31,602	-5	$9,868,988	−16.5%	1.14%
CAT	Caterpillar Inc Industrials	Reduced	11,846	-10	$9,604,618	−23.9%	1.11%
MRNA	Moderna, Inc. Healthcare	Added	46,535	+1,000	$8,961,244	+181.0%	1.04%
GEV	GE Vernova Inc. Industrials	Reduced	7,956	-5	$7,562,098	−19.1%	0.88%
CLH	Clean Harbors Inc Industrials	Held	23,908	0	$7,416,978	+3.8%	0.86%
XOM	ExxonMobil Holdings Corp Energy	Reduced	44,220	-30	$7,196,805	+19.0%	0.83%
ABT	Abbott Laboratories Healthcare	Held	66,474	0	$6,569,625	+8.9%	0.76%
EOG	Eog Resources Inc Energy	Held	46,946	0	$6,467,280	+6.2%	0.75%
DHR	Danaher Corp Healthcare	Reduced	28,094	-11	$6,224,225	+16.3%	0.72%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	39,636	-10	$5,758,318	−1.0%	0.67%
AWK	American Water Works Company, Inc. Utilities	Held	43,604	0	$5,645,409	−1.6%	0.65%
SHW	Sherwin Williams Co Basic Materials	Held	16,975	0	$5,487,508	−6.1%	0.64%
AXON	Axon Enterprise, Inc. Industrials	Reduced	12,388	-5	$5,234,177	−24.7%	0.61%
MDT	Medtronic plc Healthcare	Held	59,348	0	$5,121,138	+10.3%	0.59%
IBM	International Business Machines Corp Technology	Reduced	23,138	-6	$5,088,740	−21.8%	0.59%
KO	Coca Cola Co Consumer Defensive	Reduced	58,495	-40	$5,035,249	+5.8%	0.58%
CVX	Chevron Corp Energy	Reduced	21,533	-21	$4,397,253	+23.1%	0.51%
VRTX	Vertex Pharmaceuticals Inc Healthcare	Added	8,133	+323	$4,252,013	+9.6%	0.49%
MRK	Merck & Co., Inc. Healthcare	Held	28,670	0	$4,166,037	+13.1%	0.48%
TXN	Texas Instruments Inc Technology	Held	10,160	0	$2,845,714	−6.0%	0.33%
SPY	Spdr S&P 500 ETF Trust	Added	3,601	+19	$2,746,230	+2.7%	0.32%
CARR	CARRIER GLOBAL Corp Industrials	Held	49,146	0	$2,696,149	−25.2%	0.31%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	14,356	0	$2,631,024	+18.1%	0.30%
AVGO	Broadcom Inc. Technology	Held	6,634	0	$2,329,794	−7.0%	0.27%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Reduced	7,095	-10	$1,750,620	−18.2%	0.20%
SYY	Sysco Corp Consumer Defensive	Reduced	21,584	-40	$1,682,688	−6.9%	0.19%
HSY	Hershey Co Consumer Defensive	Held	8,000	0	$1,260,880	−10.2%	0.15%
VRT	Vertiv Holdings Co Industrials	Held	4,746	0	$1,145,257	−27.9%	0.13%
T	At&T Inc. Communication Services	Reduced	44,927	-57	$1,096,218	+17.7%	0.13%

Showing the top 50 of 65 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.