Morgan Stanley
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Morgan Stanley’s John Marshall Bancorp JMSB Stock Holding History

Morgan Stanley’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 		$790K Buy
36,244
+14,945
+70% +$317K ﹤0.01% 5335
2026
Q1 		$432K Buy
21,299
+1,146
+6% +$22.9K ﹤0.01% 5550
2025
Q4 		$403K Buy
20,153
+4,224
+27% +$83.2K ﹤0.01% 5619
2025
Q3 		$316K Sell
15,929
-7,251
-31% -$142K ﹤0.01% 5707
2025
Q2 		$430K Buy
23,180
+1,919
+9% +$32.3K ﹤0.01% 5538
2025
Q1 		$351K Sell
21,261
-14,485
-41% -$268K ﹤0.01% 5492
2024
Q4 		$718K Sell
35,746
-6,033
-14% -$132K ﹤0.01% 5257
2024
Q3 		$826K Buy
41,779
+20,473
+96% +$383K ﹤0.01% 5149
2024
Q2 		$372K Buy
21,306
+1,861
+10% +$31.6K ﹤0.01% 5427
2024
Q1 		$348K Sell
19,445
-6,855
-26% -$129K ﹤0.01% 5478
2023
Q4 		$593K Buy
26,300
+16,711
+174% +$321K ﹤0.01% 5222
2023
Q3 		$171K Sell
9,589
-2,627
-22% -$49.4K ﹤0.01% 5651
2023
Q2 		$245K Buy
12,216
+1,619
+15% +$32.2K ﹤0.01% 5552
2023
Q1 		$229K Buy
10,597
+4,345
+69% +$108K ﹤0.01% 5654
2022
Q4 		$180K Buy
6,252
+826
+15% +$23K ﹤0.01% 5708
2022
Q3 		$133K Buy
5,426
+32
+0.6% +$811 ﹤0.01% 5931
2022
Q2 		$121K Buy
+5,394
New +$140K ﹤0.01% 6174

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley's JMSB Position: Q2 2026 in Review

Morgan Stanley increased its John Marshall Bancorp (JMSB) stake by 70% in Q2 2026, buying an estimated $317K and bringing the position to 36,244 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #5335.

Morgan Stanley first reported a position in JMSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $826K in Q3 2024. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • Morgan Stanley held 36,244 shares of John Marshall Bancorp worth $790K as of Q2 2026.
  • Morgan Stanley bought 14,945 John Marshall Bancorp shares in Q2 2026, an estimated $317K.
  • John Marshall Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5335 holding.
  • Morgan Stanley first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 17 quarters since.
  • Morgan Stanley's John Marshall Bancorp position peaked at $826K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.