Nuveen’s John Marshall Bancorp JMSB Stock Holding History

Nuveen’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	$578K	Buy	28,488 +184	+0.7%	+$3.68K	﹤0.01%	2784
2025 Q4	$566K	Hold	28,304	–	–	﹤0.01%	2827
2025 Q3	$561K	Hold	28,304	–	–	﹤0.01%	2850
2025 Q2	$524K	Sell	28,304 -5,837	-17%	-$98.2K	﹤0.01%	2869
2025 Q1	$564K	Hold	34,141	–	–	﹤0.01%	2864
2024 Q4	$686K	Hold	34,141	–	–	﹤0.01%	2869
2024 Q3	$675K	Hold	34,141	–	–	﹤0.01%	2911
2024 Q2	$596K	Hold	34,141	–	–	﹤0.01%	2929
2024 Q1	$612K	Buy	34,141 +1,188	+4%	+$22.4K	﹤0.01%	2904
2023 Q4	$743K	Buy	32,953 +6,200	+23%	+$119K	﹤0.01%	2860
2023 Q3	$478K	Hold	26,753	–	–	﹤0.01%	2858
2023 Q2	$537K	Hold	26,753	–	–	﹤0.01%	2901
2023 Q1	$578K	Sell	26,753 -9,624	-26%	-$239K	﹤0.01%	2771
2022 Q4	$1.05M	Sell	36,377 -4,953	-12%	-$138K	﹤0.01%	2665
2022 Q3	$1.01M	Sell	41,330 -685	-2%	-$17.4K	﹤0.01%	2744
2022 Q2	$947K	Buy	+42,015	New	+$1.09M	﹤0.01%	2804

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