Wealth Enhancement Advisory Services
JMSB icon

Wealth Enhancement Advisory Services’s John Marshall Bancorp JMSB Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-16,529
Closed -$324K – 3755
2025
Q4 		$324K Buy
+16,529
New +$326K ﹤0.01% 2855

Other funds holding JMSB

T. Rowe Price Investment Management
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BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $17.7B AUM 18.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's JMSB Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of John Marshall Bancorp (JMSB) in Q1 2026, closing a stake of 16,529 shares — an estimated $324K sold.

Wealth Enhancement Advisory Services first reported a position in JMSB in Q4 2025 and held it in 1 quarter. The position peaked at $324K in Q4 2025. 79 funds tracked by Wall St. Rank hold JMSB as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining John Marshall Bancorp position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 16,529 John Marshall Bancorp shares in Q1 2026, an estimated $324K.
  • Wealth Enhancement Advisory Services first reported a position in John Marshall Bancorp in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's John Marshall Bancorp position peaked at $324K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.