Evermay Wealth Management LLC
- SEC CIK
- 0001066816
- Latest filing
- Jul 27, 2026
JMSB holding history
John Marshall Bancorp, Inc. in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JMSB overviewAll 13F holders of JMSBFull Q2 2026 holdings
- Shares (Q2 2026)
- 351,149
- Value
- $7.66M
- % of portfolio
- 0.8%
- Quarters held
- 17
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 351,149 | $7.66M | 0.8% | +1,180+0.3% | Added | Holders |
| Q1 2026 | 349,969 | $7.10M | 0.8% | +1,545+0.4% | Added | Holders |
| Q4 2025 | 348,424 | $6.96M | 0.8% | 00.0% | Unchanged | Holders |
| Q3 2025 | 348,424 | $6.91M | 0.8% | +14,444+4.3% | Added | Holders |
| Q2 2025 | 333,980 | $6.28M | 0.8% | 00.0% | Unchanged | Holders |
| Q1 2025 | 333,980 | $5.52M | 0.7% | 00.0% | Unchanged | Holders |
| Q4 2024 | 333,980 | $6.71M | 1.0% | 00.0% | Unchanged | Holders |
| Q3 2024 | 333,980 | $6.61M | 1.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 333,980 | $5.90M | 0.9% | 00.0% | Unchanged | Holders |
| Q1 2024 | 333,980 | $5.98M | 0.9% | 00.0% | Unchanged | Holders |
| Q4 2023 | 333,980 | $7.53M | 1.4% | 00.0% | Unchanged | Holders |
| Q3 2023 | 333,980 | $5.96M | 1.2% | +1,893+0.6% | Added | Holders |
| Q2 2023 | 332,087 | $6.74M | 1.3% | 00.0% | Unchanged | Holders |
| Q1 2023 | 332,087 | $7.17M | 1.4% | 00.0% | Unchanged | Holders |
| Q4 2022 | 332,087 | $9.56M | 1.9% | 00.0% | Unchanged | Holders |
| Q3 2022 | 332,087 | $8.16M | 1.6% | +15,000+4.7% | Added | Holders |
| Q2 2022 | 317,087 | $7.15M | 1.4% | +317,087 | New | Holders |