Patton Albertson Miller Group’s John Marshall Bancorp JMSB Stock Holding History

Patton Albertson Miller Group’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
2025 Q2	–	Sell	-18,751	Closed	-$310K	–	218
2025 Q1	$310K	Hold	18,751	–	–	0.05%	177
2024 Q4	$377K	Hold	18,751	–	–	0.05%	165
2024 Q3	$371K	Hold	18,751	–	–	0.05%	162
2024 Q2	$327K	Hold	18,751	–	–	0.05%	162
2024 Q1	$336K	Hold	18,751	–	–	0.05%	162
2023 Q4	$423K	Hold	18,751	–	–	0.07%	154
2023 Q3	$335K	Hold	18,751	–	–	0.07%	161
2023 Q2	$377K	Hold	18,751	–	–	0.07%	155
2023 Q1	$405K	Hold	18,751	–	–	0.07%	162
2022 Q4	$540K	Hold	18,751	–	–	0.1%	153
2022 Q3	$461K	Hold	18,751	–	–	0.1%	160
2022 Q2	$423K	Buy	+18,751	New	+$487K	0.09%	170

Other funds holding JMSB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $971M AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Patton Albertson Miller Group's JMSB Position: Q2 2025 in Review

Patton Albertson Miller Group sold out of John Marshall Bancorp (JMSB) in Q2 2025, closing a stake of 18,751 shares — an estimated $310K sold.

Patton Albertson Miller Group first reported a position in JMSB in Q2 2022 and held it in 12 quarters. The position peaked at $540K in Q4 2022. 62 funds tracked by Wall St. Rank hold JMSB as of Q2 2025.

Patton Albertson Miller Group reported no remaining John Marshall Bancorp position as of Q2 2025 after selling out during the quarter.
Patton Albertson Miller Group sold 18,751 John Marshall Bancorp shares in Q2 2025, an estimated $310K.
Patton Albertson Miller Group first reported a position in John Marshall Bancorp in Q2 2022 and held it in 12 quarters.
Patton Albertson Miller Group's John Marshall Bancorp position peaked at $540K in Q4 2022.
62 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2025.

Based on Patton Albertson Miller Group's 13F filing for Q2 2025, filed 17 Jul 2025.