ETF Holders

J.P. Marvel Investment Advisors, LLC ETF holdings

Boston, MA

Reported $3.9M in 5 ETFs in its Form 13F for June 30, 2026.

ETF value
$3.9M
ETFs held
5
Change from prior quarter
+29.3%
With price moves
ETFs as a share of its 13F
0.5%
of $871.2M

Top 5 of 5 ETF holdings

TickerFundValueSharesChange
SPYState Street SPDR S&P 500 ETF Trust$2.7M3,582No change
IJHiShares Core S&P Mid-Cap ETF$514K6,670+375 shares
EFAiShares MSCI EAFE ETF$319K3,069No change
VSLUApplied Finance Valuation Large Cap US ETF$233K5,038New position
IEFAiShares Core MSCI EAFE ETF$206K2,130New position

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001426755. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does J.P. Marvel Investment Advisors, LLC own?

J.P. Marvel Investment Advisors, LLC reported 5 ETF positions worth $3.9M in its Form 13F for June 30, 2026. The largest was SPY, at $2.7M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.