CIBC Private Wealth Group
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CIBC Private Wealth Group’s John Marshall Bancorp JMSB Stock Holding History

CIBC Private Wealth Group’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
-32,859
Closed -$650K – 3080
2024
Q3 		$650K Sell
32,859
-3,345
-9% -$62.6K ﹤0.01% 791
2024
Q2 		$609K Hold
36,204
– – ﹤0.01% 771
2024
Q1 		$627K Hold
36,204
– – ﹤0.01% 769
2023
Q4 		$817K Sell
36,204
-5,008
-12% -$96.2K ﹤0.01% 678
2023
Q3 		$736K Hold
41,212
– – ﹤0.01% 668
2023
Q2 		$828K Hold
41,212
– – ﹤0.01% 625
2023
Q1 		$5.37M Hold
41,212
– – 0.01% 385
2022
Q4 		$1.19M Hold
41,212
– – ﹤0.01% 504
2022
Q3 		$1.01M Hold
41,212
– – ﹤0.01% 588
2022
Q2 		$929K Buy
+41,212
New +$1.07M ﹤0.01% 608

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FJ Capital Management
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

CIBC Private Wealth Group's JMSB Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of John Marshall Bancorp (JMSB) in Q4 2024, closing a stake of 32,859 shares — an estimated $650K sold.

CIBC Private Wealth Group first reported a position in JMSB in Q2 2022 and held it in 10 quarters. The position peaked at $5.37M in Q1 2023. 54 funds tracked by Wall St. Rank hold JMSB as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining John Marshall Bancorp position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 32,859 John Marshall Bancorp shares in Q4 2024, an estimated $650K.
  • CIBC Private Wealth Group first reported a position in John Marshall Bancorp in Q2 2022 and held it in 10 quarters.
  • CIBC Private Wealth Group's John Marshall Bancorp position peaked at $5.37M in Q1 2023.
  • 54 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.