UBS Group’s John Marshall Bancorp JMSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
13,587
-1,261
| -8% | -$23.4K | ﹤0.01% | 5335 |
|
|
2025
Q1 | $245K | Sell |
14,848
-4,551
| -23% | -$75.2K | ﹤0.01% | 5168 |
|
|
2024
Q4 | $390K | Buy |
19,399
+4,693
| +32% | +$94.2K | ﹤0.01% | 4860 |
|
|
2024
Q3 | $291K | Buy |
14,706
+651
| +5% | +$12.9K | ﹤0.01% | 4431 |
|
|
2024
Q2 | $245K | Sell |
14,055
-7,155
| -34% | -$125K | ﹤0.01% | 4421 |
|
|
2024
Q1 | $380K | Sell |
21,210
-229
| -1% | -$4.1K | ﹤0.01% | 4281 |
|
|
2023
Q4 | $484K | Buy |
21,439
+5,812
| +37% | +$131K | ﹤0.01% | 4002 |
|
|
2023
Q3 | $279K | Sell |
15,627
-314
| -2% | -$5.61K | ﹤0.01% | 4029 |
|
|
2023
Q2 | $320K | Buy |
15,941
+2,597
| +19% | +$52.2K | ﹤0.01% | 4152 |
|
|
2023
Q1 | $288K | Buy |
13,344
+806
| +6% | +$17.4K | ﹤0.01% | 4096 |
|
|
2022
Q4 | $361K | Buy |
12,538
+1,798
| +17% | +$51.7K | ﹤0.01% | 3938 |
|
|
2022
Q3 | $264K | Sell |
10,740
-3,306
| -24% | -$81.3K | ﹤0.01% | 3855 |
|
|
2022
Q2 | $317K | Buy |
+14,046
| New | +$317K | ﹤0.01% | 3646 |
|