EverSource Wealth Advisors’s John Marshall Bancorp JMSB Stock Holding History

EverSource Wealth Advisors’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	$480	Sell	22 -69	-76%	-$1.46K	﹤0.01%	4139
2026 Q1	$1.84K	Sell	91 -1	-1%	-$20	﹤0.01%	3674
2025 Q4	$1.84K	Sell	92 -13	-12%	-$256	﹤0.01%	3530
2025 Q3	$2.08K	Buy	105 +22	+27%	+$430	﹤0.01%	3500
2025 Q2	$1.54K	Buy	+83	New	+$1.4K	﹤0.01%	3590
2024 Q3	–	Sell	-1,800	Closed	-$34.8K	–	3083
2024 Q2	$34.8K	Buy	1,800 +225	+14%	+$3.82K	﹤0.01%	1263
2024 Q1	$26K	Buy	+1,575	New	+$29.7K	﹤0.01%	1243

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

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 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

EverSource Wealth Advisors's JMSB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its John Marshall Bancorp (JMSB) stake by 76% in Q2 2026, selling an estimated $1.46K and leaving 22 shares worth $480. The position accounts for ﹤0.01% of the portfolio, ranked #4139.

EverSource Wealth Advisors first reported a position in JMSB in Q1 2024 and has held it in 7 quarters since. The position peaked at $34.8K in Q2 2024. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

EverSource Wealth Advisors held 22 shares of John Marshall Bancorp worth $480 as of Q2 2026.
EverSource Wealth Advisors sold 69 John Marshall Bancorp shares in Q2 2026, an estimated $1.46K.
John Marshall Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4139 holding.
EverSource Wealth Advisors first reported a position in John Marshall Bancorp in Q1 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's John Marshall Bancorp position peaked at $34.8K in Q2 2024.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.