C
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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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
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