MJP ASSOCIATES INC /ADV

All 13F Filings

Location
Farmington, CT
Most recent 13F
Q1 2026
Holdings value ($000)
823,651
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/5/2026 231 823,651 13F-HR MJP ASSOCIATES INC /ADV
Q4 2025 2/6/2026 246 799,490 13F-HR MJP ASSOCIATES INC /ADV
Q3 2025 11/7/2025 252 759,520 13F-HR MJP ASSOCIATES INC /ADV
Q2 2025 8/8/2025 234 674,569 13F-HR MJP ASSOCIATES INC /ADV
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 426 (0.1% of total reported value) · QoQ Δ: +390
Type Value ($000) Share % Inflow Outflow Net
Stocks 249 K 30.2% 0 333 K -333 K
ETFs 574.2 K 69.8% 357 K 0 357 K
Debt 10 0.0% 10 0 10
Other 0 0.0% 0 219 -219
Swipe for more columns

Fund Snapshot

Q1 2026
Latest filed
5/5/2026
Total value ($000)
823,651
Holdings
231
QoQ value change ($000)
24,161 (3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.