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Ameritas Advisory Services’s John Marshall Bancorp JMSB Stock Holding History

Ameritas Advisory Services’s Portfolio JMSB Stock Details JMSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,452
Closed -$48.6K – 1570
2025
Q3 		$48.6K Buy
2,452
+37
+2% +$723 ﹤0.01% 1102
2025
Q2 		$44.8K Buy
+2,415
New +$40.6K ﹤0.01% 1361
2023
Q2 		– Sell
-2,355
Closed -$50.9K – 1603
2023
Q1 		$50.9K Buy
+2,355
New +$58.5K ﹤0.01% 1248

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Ameritas Advisory Services's JMSB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of John Marshall Bancorp (JMSB) in Q4 2025, closing a stake of 2,452 shares — an estimated $48.6K sold.

Ameritas Advisory Services first reported a position in JMSB in Q1 2023 and held it in 3 quarters. The position peaked at $50.9K in Q1 2023. 73 funds tracked by Wall St. Rank hold JMSB as of Q4 2025.

  • Ameritas Advisory Services reported no remaining John Marshall Bancorp position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,452 John Marshall Bancorp shares in Q4 2025, an estimated $48.6K.
  • Ameritas Advisory Services first reported a position in John Marshall Bancorp in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's John Marshall Bancorp position peaked at $50.9K in Q1 2023.
  • 73 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.