J.P. Marvel Investment Advisors, LLC quarter change: Foreign Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, J.P. Marvel Investment Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1426755): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | United States | $0.705B | 193 |
| Sava Infond d.o.o. | $0.705B | 230 | |
| BROWN CAPITAL MANAGEMENT LLC | United States | $0.704B | 56 |
| Mirador Capital Partners LP | United States | $0.706B | 205 |
| ION Fund Management Ltd | Israel | $0.707B | 68 |
| TRB Wealth Management, LLC | United States | $0.704B | 333 |
| Summit Street Capital Management, LLC | United States | $0.707B | 31 |
| Northstar Group, Inc. | United States | $0.707B | 166 |
| Shellback Capital, LP | United States | $0.703B | 79 |
| Cypress Wealth Services, LLC | United States | $0.708B | 397 |