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Credit Suisse’s John Marshall Bancorp JMSB Stock Holding History

Credit Suisse’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
2022
Q4 		– Sell
-65
Closed -$2K – 4050
2022
Q3 		$2K Buy
65
+59
+983% +$1.5K ﹤0.01% 3735
2022
Q2 		$0 Buy
+6
New +$156 ﹤0.01% 4125

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
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Credit Suisse's JMSB Position: Q4 2022 in Review

Credit Suisse sold out of John Marshall Bancorp (JMSB) in Q4 2022, closing a stake of 65 shares — an estimated $2K sold.

Credit Suisse first reported a position in JMSB in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 53 funds tracked by Wall St. Rank hold JMSB as of Q4 2022.

  • Credit Suisse reported no remaining John Marshall Bancorp position as of Q4 2022 after selling out during the quarter.
  • Credit Suisse sold 65 John Marshall Bancorp shares in Q4 2022, an estimated $2K.
  • Credit Suisse first reported a position in John Marshall Bancorp in Q2 2022 and held it in 2 quarters.
  • Credit Suisse's John Marshall Bancorp position peaked at $2K in Q3 2022.
  • 53 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.