Cresset Asset Management’s John Marshall Bancorp JMSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
102,949
-1
| -0% | -$19 | 0.01% | 562 |
|
|
2025
Q1 | $1.7M | Buy |
102,950
+1,521
| +1% | +$25.1K | 0.01% | 581 |
|
|
2024
Q4 | $2.04M | Hold |
101,429
| – | – | 0.01% | 540 |
|
|
2024
Q3 | $2.01M | Buy |
101,429
+11,250
| +12% | +$223K | 0.01% | 795 |
|
|
2024
Q2 | $1.6M | Buy |
90,179
+14,885
| +20% | +$263K | 0.01% | 814 |
|
|
2024
Q1 | $1.35M | Sell |
75,294
-220
| -0.3% | -$3.94K | 0.01% | 831 |
|
|
2023
Q4 | $1.7M | Buy |
75,514
+276
| +0.4% | +$6.23K | 0.01% | 649 |
|
|
2023
Q3 | $1.34M | Buy |
75,238
+4
| +0% | +$71 | 0.01% | 678 |
|
|
2023
Q2 | $1.53M | Hold |
75,234
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $1.63M | Hold |
75,234
| – | – | 0.03% | 257 |
|
|
2022
Q4 | $2.17M | Sell |
75,234
-5,000
| -6% | -$144K | 0.03% | 195 |
|
|
2022
Q3 | $1.97M | Hold |
80,234
| – | – | 0.02% | 215 |
|
|
2022
Q2 | $1.81M | Buy |
+80,234
| New | +$1.81M | 0.02% | 245 |
|