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Raymond James & Associates’s John Marshall Bancorp JMSB Stock Holding History

Raymond James & Associates’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
2024
Q1 		– Sell
-16,068
Closed -$362K – 3982
2023
Q4 		$362K Hold
16,068
– – ﹤0.01% 3159
2023
Q3 		$287K Buy
+16,068
New +$302K ﹤0.01% 3249

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James & Associates's JMSB Position: Q1 2024 in Review

Raymond James & Associates sold out of John Marshall Bancorp (JMSB) in Q1 2024, closing a stake of 16,068 shares — an estimated $362K sold.

Raymond James & Associates first reported a position in JMSB in Q3 2023 and held it in 2 quarters. The position peaked at $362K in Q4 2023. 52 funds tracked by Wall St. Rank hold JMSB as of Q1 2024.

  • Raymond James & Associates reported no remaining John Marshall Bancorp position as of Q1 2024 after selling out during the quarter.
  • Raymond James & Associates sold 16,068 John Marshall Bancorp shares in Q1 2024, an estimated $362K.
  • Raymond James & Associates first reported a position in John Marshall Bancorp in Q3 2023 and held it in 2 quarters.
  • Raymond James & Associates's John Marshall Bancorp position peaked at $362K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2024.

Based on Raymond James & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.