Integrated Wealth Concepts’s John Marshall Bancorp JMSB Stock Holding History

Integrated Wealth Concepts’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	$2.6K	Buy	+119	New	+$2.52K	﹤0.01%	5265

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

Integrated Wealth Concepts's JMSB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in John Marshall Bancorp (JMSB) in Q2 2026: 119 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #5265 among its holdings.

95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Integrated Wealth Concepts held 119 shares of John Marshall Bancorp worth $2.6K as of Q2 2026.
John Marshall Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
John Marshall Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5265 holding.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.