HARBOR CAPITAL ADVISORS, INC. JMSB — John Marshall Bancorp Inc

Ownership history in HARBOR CAPITAL ADVISORS, INC.  ·  7 quarters on record

AI Ownership Summary

HARBOR CAPITAL ADVISORS, INC. reported John Marshall Bancorp Inc (JMSB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows JMSB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JMSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR CAPITAL ADVISORS, INC.'s position in John Marshall Bancorp Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JMSB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JMSB stock page HARBOR CAPITAL ADVISORS, INC. fund profile HARBOR CAPITAL ADVISORS, INC. full holdings
How HARBOR CAPITAL ADVISORS, INC. held JMSB — position size vs. price
% of Fund (quarterly)    JMSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 134 +13 +10.7% 0.00% $3 2026-04-28 $21.62
2025 Q4 REDUCED — — — 121 -2 -1.6% 0.00% $2K 2026-01-20 $20.13
2025 Q3 UNCHANGED — — — 123 — 0% 0.00% $2K 2025-10-15 $19.68
2025 Q2 ADDED — — — 123 +3 +2.5% 0.00% $2K 2025-07-09 $18.96
2025 Q1 ADDED — — — 120 +40 +50.0% 0.00% $2K 2025-04-14 $13.90
2024 Q4 REDUCED — — — 80 -2 -2.4% 0.00% $2K 2025-01-10 $18.37
2024 Q3 INITIATED — — — 82 — — 0.00% $2K 2024-10-29 $20.95

🏢 Other funds also holding JMSB

As of 2026 Q1 — sorted by position size

TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.82% Meridian Financial Partners LLC 3Y 7Y 0.45% KFA Private Wealth Group, LLC 3Y 0.07% Versant Capital Management, Inc 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% GAMMA Investing LLC 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% Nuveen, LLC 0.0% STRS OHIO 3Y 7Y 0.0% NISA INVESTMENT ADVISORS, LLC 3Y 7Y 0.0%

FAQ About HARBOR CAPITAL ADVISORS, INC. and JMSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR CAPITAL ADVISORS, INC. reported owning JMSB?

HARBOR CAPITAL ADVISORS, INC. reported JMSB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported JMSB position in HARBOR CAPITAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for JMSB was 0.00% in 2026 Q1.

What is the latest reported JMSB position on this page?

The most recent filing on this page is 2026 Q1, when HARBOR CAPITAL ADVISORS, INC. reported 134 shares, equal to 0.00% of portfolio, with an estimated market value of $3.

What does the chart on this JMSB ownership page compare?

The chart compares HARBOR CAPITAL ADVISORS, INC.'s quarterly JMSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HARBOR CAPITAL ADVISORS, INC. time their JMSB position?

Based on 13F filing dates vs. subsequent JMSB price moves, HARBOR CAPITAL ADVISORS, INC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JMSB relative to SPY over the holding period was -11.8%.

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