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Lincoln National Corp’s John Marshall Bancorp JMSB Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-11,585
Closed -$208K – 635
2024
Q1 		$208K Hold
11,585
– – ﹤0.01% 1132
2023
Q4 		$261K Hold
11,585
– – ﹤0.01% 932
2023
Q3 		$207K Hold
11,585
– – ﹤0.01% 955
2023
Q2 		$233K Hold
11,585
– – ﹤0.01% 896
2023
Q1 		$250K Sell
11,585
-155
-1% -$3.85K 0.01% 839
2022
Q4 		$338K Buy
+11,740
New +$327K 0.01% 661

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

Lincoln National Corp's JMSB Position: Q2 2024 in Review

Lincoln National Corp sold out of John Marshall Bancorp (JMSB) in Q2 2024, closing a stake of 11,585 shares — an estimated $208K sold.

Lincoln National Corp first reported a position in JMSB in Q4 2022 and held it in 6 quarters. The position peaked at $338K in Q4 2022. 52 funds tracked by Wall St. Rank hold JMSB as of Q2 2024.

  • Lincoln National Corp reported no remaining John Marshall Bancorp position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 11,585 John Marshall Bancorp shares in Q2 2024, an estimated $208K.
  • Lincoln National Corp first reported a position in John Marshall Bancorp in Q4 2022 and held it in 6 quarters.
  • Lincoln National Corp's John Marshall Bancorp position peaked at $338K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.