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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $902M AUM 14.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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.