CA
JMSB icon

Clearstead Advisors’s John Marshall Bancorp JMSB Stock Holding History

Clearstead 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
2023
Q4 		– Sell
-200
Closed -$3.57K – 1593
2023
Q3 		$3.57K Buy
200
+100
+100% +$1.88K ﹤0.01% 1304
2023
Q2 		$2.01K Hold
100
– – ﹤0.01% 1152
2023
Q1 		$2.16K Buy
+100
New +$2.48K ﹤0.01% 1125

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
State Street
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearstead Advisors's JMSB Position: Q4 2023 in Review

Clearstead Advisors sold out of John Marshall Bancorp (JMSB) in Q4 2023, closing a stake of 200 shares — an estimated $3.57K sold.

Clearstead Advisors first reported a position in JMSB in Q1 2023 and held it in 3 quarters. The position peaked at $3.57K in Q3 2023. 51 funds tracked by Wall St. Rank hold JMSB as of Q4 2023.

  • Clearstead Advisors reported no remaining John Marshall Bancorp position as of Q4 2023 after selling out during the quarter.
  • Clearstead Advisors sold 200 John Marshall Bancorp shares in Q4 2023, an estimated $3.57K.
  • Clearstead Advisors first reported a position in John Marshall Bancorp in Q1 2023 and held it in 3 quarters.
  • Clearstead Advisors's John Marshall Bancorp position peaked at $3.57K in Q3 2023.
  • 51 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.