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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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