IFP Advisors
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IFP Advisors’s John Marshall Bancorp JMSB Stock Holding History

IFP 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
Q3 		$1.75K Buy
77
+33
+75% +$754 ﹤0.01% 4287
2026
Q2 		$959 Buy
44
+40
+1,000% +$848 ﹤0.01% 4508
2026
Q1 		$81 Sell
4
-3
-43% -$60 ﹤0.01% 4773
2025
Q4 		$140 Hold
7
– – ﹤0.01% 4542
2025
Q3 		$139 Buy
7
+6
+600% +$117 ﹤0.01% 4474
2025
Q2 		$57 Buy
+1
New +$17 ﹤0.01% 4787

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
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
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

IFP Advisors's JMSB Position: Q3 2026 in Review

IFP Advisors increased its John Marshall Bancorp (JMSB) stake by 75% in Q3 2026, buying an estimated $754 and bringing the position to 77 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #4287.

IFP Advisors first reported a position in JMSB in Q2 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold JMSB as of Q3 2026.

  • IFP Advisors held 77 shares of John Marshall Bancorp worth $1.75K as of Q3 2026.
  • IFP Advisors bought 33 John Marshall Bancorp shares in Q3 2026, an estimated $754.
  • John Marshall Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4287 holding.
  • IFP Advisors first reported a position in John Marshall Bancorp in Q2 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.