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 Q3	$999	Buy	44 +2	+5%	+$46	﹤0.01%	2186
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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's JMSB Position: Q3 2026 in Review

Essential Partners increased its John Marshall Bancorp (JMSB) stake by 4.8% in Q3 2026, buying an estimated $46 and bringing the position to 44 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

Essential Partners first reported a position in JMSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.23K in Q3 2025. 8 funds tracked by Wall St. Rank hold JMSB as of Q3 2026.

Essential Partners held 44 shares of John Marshall Bancorp worth $999 as of Q3 2026.
Essential Partners bought 2 John Marshall Bancorp shares in Q3 2026, an estimated $46.
John Marshall Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2186 holding.
Essential Partners first reported a position in John Marshall Bancorp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's John Marshall Bancorp position peaked at $1.23K in Q3 2025.
8 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.