State Street
JMSB icon

State Street’s John Marshall Bancorp JMSB Stock Holding History

State Street’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 		$4.41M Buy
217,398
+4,197
+2% +$84K ﹤0.01% 3010
2025
Q4 		$4.26M Buy
213,201
+323
+0.2% +$6.36K ﹤0.01% 3062
2025
Q3 		$4.22M Buy
212,878
+701
+0.3% +$13.7K ﹤0.01% 3054
2025
Q2 		$3.99M Buy
212,177
+1,443
+0.7% +$24.3K ﹤0.01% 3038
2025
Q1 		$3.48M Sell
210,734
-2,213
-1% -$41K ﹤0.01% 3027
2024
Q4 		$4.28M Buy
212,947
+13,648
+7% +$299K ﹤0.01% 3039
2024
Q3 		$3.94M Buy
199,299
+2,903
+1% +$54.4K ﹤0.01% 3073
2024
Q2 		$3.47M Buy
196,396
+610
+0.3% +$10.4K ﹤0.01% 3084
2024
Q1 		$3.51M Buy
195,786
+2,942
+2% +$55.5K ﹤0.01% 3072
2023
Q4 		$4.35M Buy
192,844
+3,568
+2% +$68.6K ﹤0.01% 3011
2023
Q3 		$3.38M Buy
189,276
+5,251
+3% +$98.7K ﹤0.01% 3104
2023
Q2 		$3.74M Buy
184,025
+12,014
+7% +$239K ﹤0.01% 3142
2023
Q1 		$3.72M Buy
172,011
+7,155
+4% +$178K ﹤0.01% 3106
2022
Q4 		$4.74M Buy
164,856
+4,882
+3% +$136K ﹤0.01% 3059
2022
Q3 		$3.93M Buy
159,974
+56,004
+54% +$1.42M ﹤0.01% 3173
2022
Q2 		$2.34M Buy
+103,970
New +$2.7M ﹤0.01% 3423

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 $5.7T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return