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Essential Partners’s John Marshall Bancorp JMSB Stock Holding History

Essential Partners’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 		$916 Buy
42
+29
+223% +$615 ﹤0.01% 2283
2026
Q1 		$264 Sell
13
-17
-57% -$340 ﹤0.01% 2570
2025
Q4 		$600 Sell
30
-32
-52% -$630 ﹤0.01% 2184
2025
Q3 		$1.23K Buy
62
+59
+1,967% +$1.15K ﹤0.01% 1959
2025
Q2 		$56 Buy
+3
New +$50 ﹤0.01% 2141

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Essential Partners's JMSB Position: Q2 2026 in Review

Essential Partners increased its John Marshall Bancorp (JMSB) stake by 223% in Q2 2026, buying an estimated $615 and bringing the position to 42 shares worth $916. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

Essential Partners first reported a position in JMSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.23K in Q3 2025. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • Essential Partners held 42 shares of John Marshall Bancorp worth $916 as of Q2 2026.
  • Essential Partners bought 29 John Marshall Bancorp shares in Q2 2026, an estimated $615.
  • John Marshall Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2283 holding.
  • Essential Partners first reported a position in John Marshall Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's John Marshall Bancorp position peaked at $1.23K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.