Morgan Stanley

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 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 -33,155	-63%	-$625K	﹤0.01%	5478
2023 Q4	$1.19M	Buy	52,600 +43,011	+449%	+$827K	﹤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 $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

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

Bank of America

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

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return