Cresset Asset Management’s John Marshall Bancorp JMSB Stock Holding History

Cresset Asset Management’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	$2.28M	Sell	104,494 -1	-0%	-$21	0.01%	626
2026 Q1	$2.12M	Buy	104,495 +1,545	+2%	+$30.9K	0.01%	549
2025 Q4	$2.06M	Hold	102,950	–	–	0.01%	561
2025 Q3	$2.04M	Buy	102,950 +21,533	+26%	+$421K	0.01%	518
2025 Q2	$1.53M	Sell	81,417 -21,533	-21%	-$362K	0.01%	566
2025 Q1	$1.7M	Buy	102,950 +1,521	+1%	+$28.2K	0.01%	589
2024 Q4	$2.04M	Hold	101,429	–	–	0.01%	553
2024 Q3	$2.01M	Buy	101,429 +11,250	+12%	+$211K	0.01%	814
2024 Q2	$1.6M	Buy	90,179 +14,885	+20%	+$253K	0.01%	840
2024 Q1	$1.35M	Sell	75,294 -220	-0.3%	-$4.15K	0.01%	846
2023 Q4	$1.7M	Buy	75,514 +276	+0.4%	+$5.3K	0.01%	659
2023 Q3	$1.34M	Buy	75,238 +4	+0%	+$75	0.01%	706
2023 Q2	$1.53M	Hold	75,234	–	–	﹤0.01%	746
2023 Q1	$1.63M	Hold	75,234	–	–	0.03%	257
2022 Q4	$2.17M	Sell	75,234 -5,000	-6%	-$139K	0.03%	195
2022 Q3	$1.97M	Hold	80,234	–	–	0.02%	215
2022 Q2	$1.81M	Buy	+80,234	New	+$2.08M	0.02%	245

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

Cresset Asset Management's JMSB Position: Q2 2026 in Review

Cresset Asset Management reduced its John Marshall Bancorp (JMSB) stake by 0% in Q2 2026, selling an estimated $21 and leaving 104,494 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #626.

Cresset Asset Management first reported a position in JMSB in Q2 2022 and has held it in 17 quarters since. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Cresset Asset Management held 104,494 shares of John Marshall Bancorp worth $2.28M as of Q2 2026.
Cresset Asset Management sold 1 John Marshall Bancorp share in Q2 2026, an estimated $21.
John Marshall Bancorp made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #626 holding.
Cresset Asset Management first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 17 quarters since.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.