You're signed outSign in or to get full access.
J.P. Marvel Investment Advisors, LLC
J.P. Marvel Investment Advisors, LLC is an independent investment advisory firm headquartered in Boston, Massachusetts. Founded in 2008, the firm manages investments primarily for high net worth individuals and families. With approximately 8 employees, J.P. Marvel specializes in providing personalized asset management and strategic investment planning. Registered with the SEC (CIK: 0001426755), the firm offers discretionary portfolio management and emphasizes a tailored, value-driven approach to wealth management.
Investment Strategy
J.P. Marvel Investment Advisors focuses on discretionary investment management for high net worth individuals, constructing portfolios centered around strategic investment plans tailored to each client's goals and risk tolerance. Their strategy emphasizes long-term capital appreciation through concentrated holdings in large-cap US equities, with ongoing fundamental analysis and risk management. The firm’s approach integrates macroeconomic trends, sector leadership, and diligent security selection, aiming to deliver steady returns while managing downside risk. They primarily serve individual investors, especially those seeking customized, hands-on advisory relationships.
Latest 13F Filing Activity
J.P. Marvel Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 64 equity positions with a total 13F market value of $621M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., JPMorgan Chase & Co. among other positions. J.P. Marvel Investment Advisors, LLC reduced exposure to Intra-cellular Therapies Inc., Akamai Technologies Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 14.77% | $91.7M | 580,473 | $6.01 | $157.99 | +$28.7M |
L LLY | ELI LILLY & CO | 6.99% | $43.4M | 55,725 | $116.37 | $779.53 | -$2.9M |
A AAPL | APPLE INC | 6.13% | $38.1M | 185,512 | $178.64 | $205.17 | -$3.2M |
J JPM | JPMORGAN CHASE & CO. | 5.16% | $32.0M | 110,531 | $118.03 | $289.91 | +$5.1M |
| ALPHABET INC | 5.03% | $31.2M | 177,280 | $144.86 | $176.23 | +$3.7M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more