Lido Advisors’s John Marshall Bancorp JMSB Stock Holding History

Lido 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
2025 Q1	–	Sell	-12,500	Closed	-$251K	–	1569
2024 Q4	$251K	Buy	+12,500	New	+$273K	﹤0.01%	1295
2023 Q4	–	Sell	-12,500	Closed	-$223K	–	1386
2023 Q3	$223K	Hold	12,500	–	–	﹤0.01%	1041
2023 Q2	$251K	Buy	+12,500	New	+$249K	﹤0.01%	1018

Other funds holding JMSB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lido Advisors's JMSB Position: Q1 2025 in Review

Lido Advisors sold out of John Marshall Bancorp (JMSB) in Q1 2025, closing a stake of 12,500 shares — an estimated $251K sold.

Lido Advisors first reported a position in JMSB in Q2 2023 and held it in 3 quarters. The position peaked at $251K in Q2 2023. 54 funds tracked by Wall St. Rank hold JMSB as of Q1 2025.

Lido Advisors reported no remaining John Marshall Bancorp position as of Q1 2025 after selling out during the quarter.
Lido Advisors sold 12,500 John Marshall Bancorp shares in Q1 2025, an estimated $251K.
Lido Advisors first reported a position in John Marshall Bancorp in Q2 2023 and held it in 3 quarters.
Lido Advisors's John Marshall Bancorp position peaked at $251K in Q2 2023.
54 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.