J.P. MARVEL INVESTMENT ADVISORS, LLC

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J.p. Marvel Investment Advisors is based out of Boston. J.p. Marvel Investment Advisors is a large advisory firm with 52 clients and discretionary assets under management (AUM) of $394,941,430 (Form ADV from 2017-10-01). Their last reported 13F filing for Q1 2019 included $308,626,000 in managed 13F securities and a top 10 holdings concentration of 37.13%. J.p. Marvel Investment Advisors's largest holding is Amazon.com Inc. with shares held of 8,278. Whalewisdom has at least 46 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $308.626 Million
  • Prior Market Value $277.268 Million
  • New Purchases2 stocks
  • Additional Purchases15 stocks
  • Sold out of2 stocks
  • Reduced holdings in29 stocks
  • Top 10 Holdings % 37.13 %
  • Turnover % [1]:5.19%
  • Turnover Alt % [2]: 1.51 %
  • Time Held Top20:0.95 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.97 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.18%
Performance Last 4 Quarters: -4.51%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR/A (Subscription required)
  • 2008-09-30 - 13F-HR/A (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

J.P. MARVEL WEALTH MANAGEMENT, INC.
265 FRANKLIN STREET SUITE 902
BOSTON MA    02110
Country: United States

Business Phone: 617-342-5600
Fax: 617-342-5601
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 71,480,300
Total Number of Clients: 52
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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J.P. MARVEL INVESTMENT ADVISORS, INC.

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
PATTON, JOSEPH, FRANCIS PRESIDENT 05/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
J.P. MARVEL INVESTMENT ADVISORS, INC. PRESIDENT direct 2007-05-01
MCCAFFREY, DAVID, JOHN CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.P. MARVEL INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2008-01-01
ROBERTS, JOEL, MANUEL CHIEF OPERATING OFFICER 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.P. MARVEL INVESTMENT ADVISORS, INC. CHIEF OPERATING OFFICER direct 2007-10-01
PATTON, JOAN, HELEN SECRETARY 12/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.P. MARVEL INVESTMENT ADVISORS, INC. SECRETARY direct 2013-12-01

J.P. MARVEL INVESTMENT ADVISORS, INC.

ownership team - last updated 2017-05-10
Name Title Start Date Direct/Indirect % Ownership
PATTON, JOSEPH, FRANCIS PRESIDENT 05/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
J.P. MARVEL INVESTMENT ADVISORS, INC. PRESIDENT direct 2007-05-01
MCCAFFREY, DAVID, JOHN CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.P. MARVEL INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2008-01-01
ROBERTS, JOEL, MANUEL CHIEF OPERATING OFFICER 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.P. MARVEL INVESTMENT ADVISORS, INC. CHIEF OPERATING OFFICER direct 2007-10-01
PATTON, JOAN, HELEN SECRETARY 12/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.P. MARVEL INVESTMENT ADVISORS, INC. SECRETARY direct 2013-12-01

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