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Capital Performance Advisors’s John Marshall Bancorp JMSB Stock Holding History

Capital Performance 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
Q4 		– Sell
-26
Closed -$514 – 1438
2024
Q3 		$514 Buy
+26
New +$487 ﹤0.01% 2241

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Capital Performance Advisors's JMSB Position: Q4 2024 in Review

Capital Performance Advisors sold out of John Marshall Bancorp (JMSB) in Q4 2024, closing a stake of 26 shares — an estimated $514 sold.

Capital Performance Advisors first reported a position in JMSB in Q3 2024 and held it in 1 quarter. The position peaked at $514 in Q3 2024. 54 funds tracked by Wall St. Rank hold JMSB as of Q4 2024.

  • Capital Performance Advisors reported no remaining John Marshall Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 26 John Marshall Bancorp shares in Q4 2024, an estimated $514.
  • Capital Performance Advisors first reported a position in John Marshall Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's John Marshall Bancorp position peaked at $514 in Q3 2024.
  • 54 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.