Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s John Marshall Bancorp JMSB Stock Holding History

Cambridge Investment Research Advisors’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
2024
Q1 		– Sell
-9,842
Closed -$222K – 3363
2023
Q4 		$222K Buy
+9,842
New +$189K ﹤0.01% 2829
2023
Q2 		– Sell
-9,842
Closed -$213K – 3240
2023
Q1 		$213K Hold
9,842
– – ﹤0.01% 2770
2022
Q4 		$283K Hold
9,842
– – ﹤0.01% 2474
2022
Q3 		$242K Hold
9,842
– – ﹤0.01% 2553
2022
Q2 		$222K Buy
+9,842
New +$256K ﹤0.01% 2631

Other funds holding JMSB

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Evermay Wealth Management
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
FJ Capital Management
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors's JMSB Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of John Marshall Bancorp (JMSB) in Q1 2024, closing a stake of 9,842 shares — an estimated $222K sold.

Cambridge Investment Research Advisors first reported a position in JMSB in Q2 2022 and held it in 5 quarters. The position peaked at $283K in Q4 2022. 52 funds tracked by Wall St. Rank hold JMSB as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining John Marshall Bancorp position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 9,842 John Marshall Bancorp shares in Q1 2024, an estimated $222K.
  • Cambridge Investment Research Advisors first reported a position in John Marshall Bancorp in Q2 2022 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's John Marshall Bancorp position peaked at $283K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.