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 Q2	$630K	Buy	28,908 +420	+1%	+$8.9K	﹤0.01%	3163
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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Nuveen's JMSB Position: Q2 2026 in Review

Nuveen increased its John Marshall Bancorp (JMSB) stake by 1.5% in Q2 2026, buying an estimated $8.9K and bringing the position to 28,908 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #3163.

Nuveen first reported a position in JMSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q4 2022. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Nuveen held 28,908 shares of John Marshall Bancorp worth $630K as of Q2 2026.
Nuveen bought 420 John Marshall Bancorp shares in Q2 2026, an estimated $8.9K.
John Marshall Bancorp made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #3163 holding.
Nuveen first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 17 quarters since.
Nuveen's John Marshall Bancorp position peaked at $1.05M in Q4 2022.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.