Evermay Wealth Management’s John Marshall Bancorp JMSB Stock Holding History

Evermay Wealth 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 Q1	$7.1M	Buy	349,969 +1,545	+0.4%	+$30.9K	0.79%	21
2025 Q4	$6.96M	Hold	348,424	–	–	0.78%	21
2025 Q3	$6.91M	Buy	348,424 +14,444	+4%	+$282K	0.79%	22
2025 Q2	$6.28M	Hold	333,980	–	–	0.77%	21
2025 Q1	$5.52M	Hold	333,980	–	–	0.72%	21
2024 Q4	$6.71M	Hold	333,980	–	–	1.02%	20
2024 Q3	$6.61M	Hold	333,980	–	–	1.06%	17
2024 Q2	$5.9M	Hold	333,980	–	–	0.95%	18
2024 Q1	$5.98M	Hold	333,980	–	–	0.9%	18
2023 Q4	$7.53M	Hold	333,980	–	–	1.39%	13
2023 Q3	$5.96M	Buy	333,980 +1,893	+0.6%	+$35.6K	1.22%	15
2023 Q2	$6.74M	Hold	332,087	–	–	1.3%	12
2023 Q1	$7.17M	Hold	332,087	–	–	1.45%	11
2022 Q4	$9.56M	Hold	332,087	–	–	1.95%	9
2022 Q3	$8.16M	Buy	332,087 +15,000	+5%	+$380K	1.62%	12
2022 Q2	$7.15M	Buy	+317,087	New	+$8.23M	1.39%	12

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Evermay Wealth Management's JMSB Position: Q1 2026 in Review

Evermay Wealth Management increased its John Marshall Bancorp (JMSB) stake by 0.44% in Q1 2026, buying an estimated $30.9K and bringing the position to 349,969 shares worth $7.1M. The position accounts for 0.79% of the portfolio, ranked #21.

Evermay Wealth Management first reported a position in JMSB in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.56M in Q4 2022. 79 funds tracked by Wall St. Rank hold JMSB as of Q1 2026.

Evermay Wealth Management held 349,969 shares of John Marshall Bancorp worth $7.1M as of Q1 2026.
Evermay Wealth Management bought 1,545 John Marshall Bancorp shares in Q1 2026, an estimated $30.9K.
John Marshall Bancorp made up 0.79% of Evermay Wealth Management's portfolio in Q1 2026, its #21 holding.
Evermay Wealth Management first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 16 quarters since.
Evermay Wealth Management's John Marshall Bancorp position peaked at $9.56M in Q4 2022.
79 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.