Ellevest Inc’s John Marshall Bancorp JMSB Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-58	Closed	-$1.25K	–	1000
2023 Q1	$1.25K	Buy	+58	New	+$1.44K	﹤0.01%	1538

Other funds holding JMSB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's JMSB Position: Q2 2023 in Review

Ellevest Inc sold out of John Marshall Bancorp (JMSB) in Q2 2023, closing a stake of 58 shares — an estimated $1.25K sold.

Ellevest Inc first reported a position in JMSB in Q1 2023 and held it in 1 quarter. The position peaked at $1.25K in Q1 2023. 51 funds tracked by Wall St. Rank hold JMSB as of Q2 2023.

Ellevest Inc reported no remaining John Marshall Bancorp position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 58 John Marshall Bancorp shares in Q2 2023, an estimated $1.25K.
Ellevest Inc first reported a position in John Marshall Bancorp in Q1 2023 and held it in 1 quarter.
Ellevest Inc's John Marshall Bancorp position peaked at $1.25K in Q1 2023.
51 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.