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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
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

IFP Advisors's JMSB Position: Q2 2026 in Review

IFP Advisors increased its John Marshall Bancorp (JMSB) stake by 1,000% in Q2 2026, buying an estimated $848 and bringing the position to 44 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #4508.

IFP Advisors first reported a position in JMSB in Q2 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • IFP Advisors held 44 shares of John Marshall Bancorp worth $959 as of Q2 2026.
  • IFP Advisors bought 40 John Marshall Bancorp shares in Q2 2026, an estimated $848.
  • John Marshall Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4508 holding.
  • IFP Advisors first reported a position in John Marshall Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.