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Madison Wealth Management’s John Marshall Bancorp JMSB Stock Holding History

Madison Wealth Management’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
2023
Q3 		$224K Hold
12,542
– – 0.05% 144
2023
Q2 		$252K Sell
12,542
-5,717
-31% -$114K 0.05% 144
2023
Q1 		$394K Buy
+18,259
New +$453K 0.09% 120

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 $971M AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Madison Wealth Management's JMSB Position: Q3 2023 in Review

Madison Wealth Management held its John Marshall Bancorp (JMSB) position steady in Q3 2023 at 12,542 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #144.

Madison Wealth Management first reported a position in JMSB in Q1 2023 and has held it in 3 quarters since. The position peaked at $394K in Q1 2023. 50 funds tracked by Wall St. Rank hold JMSB as of Q3 2023.

  • Madison Wealth Management held 12,542 shares of John Marshall Bancorp worth $224K as of Q3 2023.
  • Madison Wealth Management left its John Marshall Bancorp share count unchanged in Q3 2023.
  • John Marshall Bancorp made up 0.05% of Madison Wealth Management's portfolio in Q3 2023, its #144 holding.
  • Madison Wealth Management first reported a position in John Marshall Bancorp in Q1 2023 and has held it in 3 quarters since.
  • Madison Wealth Management's John Marshall Bancorp position peaked at $394K in Q1 2023.
  • 50 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.