GAMMA Investing’s John Marshall Bancorp JMSB Stock Holding History

GAMMA Investing’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	$5.59K	Hold	246	–	–	﹤0.01%	3598
2026 Q2	$5.36K	Hold	246	–	–	﹤0.01%	3440
2026 Q1	$4.99K	Buy	246 +11	+5%	+$220	﹤0.01%	3361
2025 Q4	$4.7K	Hold	235	–	–	﹤0.01%	3307
2025 Q3	$4.66K	Hold	235	–	–	﹤0.01%	3208
2025 Q2	$4.36K	Buy	235 +164	+231%	+$2.76K	﹤0.01%	3179
2025 Q1	$1.17K	Buy	71 +59	+492%	+$1.09K	﹤0.01%	3531
2024 Q4	$241	Buy	+12	New	+$263	﹤0.01%	3690
2024 Q3	–	Sell	-27	Closed	-$471	–	3622
2024 Q2	$471	Sell	27 -70	-72%	-$1.19K	﹤0.01%	3218
2024 Q1	$1.74K	Buy	97 +27	+39%	+$509	﹤0.01%	2786
2023 Q4	$1.33K	Buy	+70	New	+$1.34K	﹤0.01%	2707

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

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

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

GAMMA Investing's JMSB Position: Q3 2026 in Review

GAMMA Investing held its John Marshall Bancorp (JMSB) position steady in Q3 2026 at 246 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3598.

GAMMA Investing first reported a position in JMSB in Q4 2023 and has held it in 11 quarters since. 8 funds tracked by Wall St. Rank hold JMSB as of Q3 2026.

GAMMA Investing held 246 shares of John Marshall Bancorp worth $5.59K as of Q3 2026.
GAMMA Investing left its John Marshall Bancorp share count unchanged in Q3 2026.
John Marshall Bancorp made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3598 holding.
GAMMA Investing first reported a position in John Marshall Bancorp in Q4 2023 and has held it in 11 quarters since.
8 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.