Covestor’s John Marshall Bancorp JMSB Stock Holding History

Covestor’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
2026 Q2	$0	Sell	3 -1	-25%	-$21	﹤0.01%	2661
2026 Q1	$0	Sell	4 -85	-96%	-$1.7K	﹤0.01%	2528
2025 Q4	$2K	Sell	89 -7	-7%	-$138	﹤0.01%	1928
2025 Q3	$2K	Buy	96 +32	+50%	+$625	﹤0.01%	1957
2025 Q2	$1K	Buy	64 +63	+6,300%	+$1.06K	﹤0.01%	2027
2025 Q1	$0	Buy	+1	New	+$19	﹤0.01%	2474
2024 Q1	–	Sell	-8	Closed	–	–	2482
2023 Q4	$0	Sell	8 -3	-27%	-$58	﹤0.01%	2410
2023 Q3	$0	Sell	11 -1	-8%	-$19	﹤0.01%	2396
2023 Q2	$0	Sell	12 -1	-8%	-$20	﹤0.01%	2387
2023 Q1	$0	Buy	+13	New	+$323	﹤0.01%	2298
2022 Q4	–	Sell	-10	Closed	–	–	2322
2022 Q3	$0	Buy	+10	New	+$253	﹤0.01%	2286

Other funds holding JMSB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Covestor's JMSB Position: Q2 2026 in Review

Covestor reduced its John Marshall Bancorp (JMSB) stake by 25% in Q2 2026, selling an estimated $21 and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

Covestor first reported a position in JMSB in Q3 2022 and has held it in 11 quarters since. The position peaked at $2K in Q4 2025. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Covestor held 3 shares of John Marshall Bancorp worth $0 as of Q2 2026.
Covestor sold 1 John Marshall Bancorp share in Q2 2026, an estimated $21.
John Marshall Bancorp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2661 holding.
Covestor first reported a position in John Marshall Bancorp in Q3 2022 and has held it in 11 quarters since.
Covestor's John Marshall Bancorp position peaked at $2K in Q4 2025.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.