Long-term investor
J.p. Marvel Investment Advisors, LLC @jpmarvelinvestmentadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001426755).
Record
- Tracked since 2025-06-30 (434 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days +15.6% · 6 months +22.2% · 1 year +35.9% · all +35.9%
- Max drawdown -2.4% · Sharpe 1.75 · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 12.6% · long · since 2025-06-30
- 512807306 · 8.0% · long · since 2025-06-30
- LLY · 7.7% · long · since 2025-06-30
- GLW · 7.5% · long · since 2025-06-30
- GOOGL · 7.3% · long · since 2025-06-30
- AAPL · 6.2% · long · since 2025-06-30
- MS · 4.7% · long · since 2025-06-30
- JPM · 4.2% · long · since 2025-06-30
- AMZN · 3.5% · long · since 2025-06-30
- CSCO · 2.6% · long · since 2025-06-30
- V · 2.5% · long · since 2025-06-30
- ABBV · 2.3% · long · since 2025-06-30
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