J.P. Marvel Investment Advisors, LLC

RIA/Wealth

J.P. Marvel Investment Advisors, LLC is a RIA/Wealth based in Boston, MA led by Joseph Francis Patton, managing $687.9M across 61 long positions as of Q3 2025 with 36% Technology concentration, 59% concentrated in top 10 holdings, and 16% allocation to NVDA.

CEOJoseph Francis Patton

Portfolio Value: $687.9M
Positions: 61
Top Holding: NVDA at 15.74%
Last Reported: Q3 2025

Address265 Franklin Street, Suite 902, Boston, MA, 02110, United States

Top Holdings

Largest long holdings in J.P. Marvel Investment Advisors, LLC's portfolio (58.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$108.3M	15.74%	-$24.6K Sold	0.00% 580.3K shares	Q4 2019 Held for 6 years
2 Apple AAPL	Consumer Electronics Technology	$47.3M	6.87%	+$35.6K Bought	0.00% 185.7K shares	Q3 2019 Held for 6y 3m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$43.2M	6.27%	+$58.1K Bought	0.00% 177.5K shares	Q3 2019 Held for 6y 3m
4 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$42.4M	6.17%	-$83.9K Sold	0.01% 55.6K shares	Q3 2019 Held for 6y 3m
5 JPMorgan Chase JPM	Banks - Diversified Financial Services	$34.9M	5.08%	+$59.6K Bought	0.00% 110.7K shares	Q3 2019 Held for 6y 3m
6 Morgan Stanley MS	Financial - Capital Markets Financial Services	$31.5M	4.58%	+$93.6K Bought	0.01% 198.2K shares	Q3 2019 Held for 6y 3m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$29.8M	4.33%	+$10.8K Bought	0.00% 135.5K shares	Q3 2019 Held for 6y 3m
8 Microsoft MSFT	Software - Infrastructure Technology	$22.7M	3.30%	+$183.4K Bought	0.00% 43.9K shares	Q4 2019 Held for 6 years
9 Corning GLW	Hardware, Equipment & Parts Technology	$22.1M	3.21%	+$382.2K Bought	0.03% 269.0K shares	Q3 2019 Held for 6y 3m
10 Lam Research LRCX	Semiconductors Technology	$22.0M	3.20%	-$19.0K Sold	0.01% 164.4K shares	Q3 2019 Held for 6y 3m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in J.P. Marvel Investment Advisors, LLC's latest filing

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Market Value

$687.9M

Prior: $621.0M

Q/Q Change

+10.77%

+$66.9M

Net Flows % of MV

-0.343%

Turnover Ratio

1.34%

New Purchases

1 stocks

$3.3M

Added To

23 stocks

+$4.4M

Sold Out Of

5 stocks

$9.7M

Reduced Holdings

13 stocks

-$352.3K

Increased Positions

Position	Shares Δ	Change
1 Chevron CVX	New	0 → 21.1K +$3.3M
2 Sysco SYY	+126.67%	9.5K → 21.4K +$986.3K
3 Axon Enterprise, Inc. AXON	+13.4%	11.0K → 12.4K +$1.1M
4 General Electric GEV	+7.71%	7.4K → 7.9K +$349.3K
5 Agnico Eagle Mines AEM	+7.53%	13.4K → 14.4K +$169.7K

Decreased Positions

Position	Shares Δ	Change
1 Hess HES	Sold	20.6K → 0 −$2.9M
2 Otis Worldwide OTIS	Sold	25.3K → 0 −$2.5M
3 Pfizer PFE	Sold	94.8K → 0 −$2.3M
4 Comcast CMCSA	Sold	48.5K → 0 −$1.7M
5 MetLife MET	Sold	4.0K → 0 −$320.9K