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Imprint Wealth’s John Marshall Bancorp JMSB Stock Holding History

Imprint Wealth’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
2024
Q1 		$588K Buy
+33,971
New +$641K 0.14% 146

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Imprint Wealth's JMSB Position: Q1 2024 in Review

Imprint Wealth opened a new position in John Marshall Bancorp (JMSB) in Q1 2024: 33,971 shares worth $588K. The stake represents 0.14% of the portfolio and ranks #146 among its holdings.

52 funds tracked by Wall St. Rank hold JMSB as of Q1 2024.

  • Imprint Wealth held 33,971 shares of John Marshall Bancorp worth $588K as of Q1 2024.
  • John Marshall Bancorp was a new Imprint Wealth position in Q1 2024.
  • John Marshall Bancorp made up 0.14% of Imprint Wealth's portfolio in Q1 2024, its #146 holding.
  • 52 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.