Cresset Asset Management, LLC
Position in JMSB — John Marshall Bancorp, Inc.
CIK 1761013
Chicago, IL
Position in JMSB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,277,969
+$158,811 QoQ
Shares Held
104,494
-0.0% QoQ
Ownership
0.740%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 94 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in JMSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $81,859,682 across 40 Banks - Regional names. JMSB ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
44,994 | $11,078,422 | |
| 2 | USB |
US Bancorp \De\
|
181,168 | $10,942,547 | |
| 3 | TFC |
Truist Financial Corp
|
207,531 | $10,339,194 | |
| 4 | MTB |
M&T Bank Corp
|
43,054 | $10,247,282 | |
| 5 | UCB |
United Community Banks Inc
|
241,611 | $8,478,129 | |
| 6 | OVLY |
Oak Valley Bancorp
|
140,282 | $4,734,517 | |
| 7 | HOPE |
Hope Bancorp Inc
|
181,841 | $2,487,584 | |
| 8 | JMSB |
John Marshall Bancorp, Inc.
This page
|
104,494 | $2,277,969 |
All Filings in JMSB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,277,969 | 104,494 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,119,158 | 104,495 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,057,970 | 102,950 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,700,734 | 102,950 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,036,694 | 101,429 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,006,265 | 101,429 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,572,721 | 90,179 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,349,268 | 75,294 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,703,595 | 75,514 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,342,998 | 75,238 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,511,451 | 75,234 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,625,054 | 75,234 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,165,234 | 75,234 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,970,547 | 80,234 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,808,474 | 80,234 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||