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 Q2	$7.66M	Buy	351,149 +1,180	+0.3%	+$25K	0.79%	20
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 $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TFA

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

Evermay Wealth Management's JMSB Position: Q2 2026 in Review

Evermay Wealth Management increased its John Marshall Bancorp (JMSB) stake by 0.34% in Q2 2026, buying an estimated $25K and bringing the position to 351,149 shares worth $7.66M. The position accounts for 0.79% of the portfolio, ranked #20.

Evermay Wealth Management first reported a position in JMSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.56M in Q4 2022. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Evermay Wealth Management held 351,149 shares of John Marshall Bancorp worth $7.66M as of Q2 2026.
Evermay Wealth Management bought 1,180 John Marshall Bancorp shares in Q2 2026, an estimated $25K.
John Marshall Bancorp made up 0.79% of Evermay Wealth Management's portfolio in Q2 2026, its #20 holding.
Evermay Wealth Management first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 17 quarters since.
Evermay Wealth Management's John Marshall Bancorp position peaked at $9.56M in Q4 2022.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.