Nisa Investment Advisors
JMSB icon

Nisa Investment Advisors’s John Marshall Bancorp JMSB Stock Holding History

Nisa Investment 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
2026
Q1 		$6.71K Hold
331
– – ﹤0.01% 2377
2025
Q4 		$6.62K Sell
331
-369
-53% -$7.27K ﹤0.01% 2379
2025
Q3 		$13.9K Hold
700
– – ﹤0.01% 2151
2025
Q2 		$13.2K Hold
700
– – ﹤0.01% 2132
2025
Q1 		$11.6K Sell
700
-10
-1% -$185 ﹤0.01% 2061
2024
Q4 		$14.3K Buy
710
+10
+1% +$219 ﹤0.01% 2044
2024
Q3 		$13.8K Hold
700
– – ﹤0.01% 2025
2024
Q2 		$12.4K Buy
700
+691
+7,678% +$11.7K ﹤0.01% 2081
2024
Q1 		$161 Hold
9
– – ﹤0.01% 2675
2023
Q4 		$203 Sell
9
-9
-50% -$173 ﹤0.01% 2552
2023
Q3 		$321 Buy
+18
New +$338 ﹤0.01% 2600

Other funds holding JMSB

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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
State Street
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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return