Bank of New York Mellon
JMSB icon

Bank of New York Mellon’s John Marshall Bancorp JMSB Stock Holding History

Bank of New York Mellon’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
2026
Q2 		$740K Buy
33,954
+2,747
+9% +$58.2K ﹤0.01% 3538
2026
Q1 		$633K Sell
31,207
-1,251
-4% -$25K ﹤0.01% 3484
2025
Q4 		$649K Sell
32,458
-278
-0.8% -$5.47K ﹤0.01% 3470
2025
Q3 		$649K Buy
32,736
+3,947
+14% +$77.1K ﹤0.01% 3449
2025
Q2 		$533K Sell
28,789
-259
-0.9% -$4.36K ﹤0.01% 3476
2025
Q1 		$480K Buy
29,048
+46
+0.2% +$853 ﹤0.01% 3459
2024
Q4 		$582K Sell
29,002
-446
-2% -$9.76K ﹤0.01% 3444
2024
Q3 		$582K Sell
29,448
-9,817
-25% -$184K ﹤0.01% 3428
2024
Q2 		$685K Buy
39,265
+6,411
+20% +$109K ﹤0.01% 3393
2024
Q1 		$589K Sell
32,854
-4,554
-12% -$85.9K ﹤0.01% 3417
2023
Q4 		$844K Sell
37,408
-6,819
-15% -$131K ﹤0.01% 3282
2023
Q3 		$789K Buy
44,227
+1,356
+3% +$25.5K ﹤0.01% 3306
2023
Q2 		$861K Buy
42,871
+2,308
+6% +$46K ﹤0.01% 3291
2023
Q1 		$876K Sell
40,563
-1,934
-5% -$48K ﹤0.01% 3194
2022
Q4 		$1.22M Buy
42,497
+6,124
+17% +$171K ﹤0.01% 3098
2022
Q3 		$894K Buy
36,373
+5,754
+19% +$146K ﹤0.01% 3258
2022
Q2 		$690K Buy
+30,619
New +$795K ﹤0.01% 3401

Other funds holding JMSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

Bank of New York Mellon's JMSB Position: Q2 2026 in Review

Bank of New York Mellon increased its John Marshall Bancorp (JMSB) stake by 8.8% in Q2 2026, buying an estimated $58.2K and bringing the position to 33,954 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

Bank of New York Mellon first reported a position in JMSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q4 2022. 38 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • Bank of New York Mellon held 33,954 shares of John Marshall Bancorp worth $740K as of Q2 2026.
  • Bank of New York Mellon bought 2,747 John Marshall Bancorp shares in Q2 2026, an estimated $58.2K.
  • John Marshall Bancorp made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3538 holding.
  • Bank of New York Mellon first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 17 quarters since.
  • Bank of New York Mellon's John Marshall Bancorp position peaked at $1.22M in Q4 2022.
  • 38 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.