John Marshall Bancorp, Inc.
JMSB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001710482
In the last 90 days, John Marshall Bancorp, Inc. insiders filed 2 open-market purchases and 0 sales; 95 institutions reported holding it in 13F filings for Q2 2026, worth $152.6M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in John Marshall Bancorp, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 54
- +5 vs. Q3 2022
- Shares held
- 5.08M
- +59.7K (+1.2%) vs. Q3 2022
- Total value
- $146.0M
- +$22.5M (+18.3%) vs. Q3 2022
- New holders
- 8
- 19 more added
- Sold out
- 3
- 11 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JMSB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 95 | $152.6M |
| Q1 2026 | 80 | $140.1M |
| Q4 2025 | 74 | $136.6M |
| Q3 2025 | 69 | $133.5M |
| Q2 2025 | 63 | $123.7M |
| Q1 2025 | 55 | $107.5M |
| Q4 2024 | 55 | $130.0M |
| Q3 2024 | 55 | $116.0M |
| Q2 2024 | 53 | $100.6M |
| Q1 2024 | 53 | $101.9M |
| Q4 2023 | 52 | $125.2M |
| Q3 2023 | 51 | $94.9M |
| Q2 2023 | 52 | $106.8M |
| Q1 2023 | 54 | $108.7M |
| Q4 2022 | 54 | $146.0M |
| Q3 2022 | 49 | $123.4M |
| Q2 2022 | 49 | $111.4M |
| Q1 2022 | 3 | $2.38M |
| Q4 2021 | 1 | $989.6K |
| Q3 2021 | 2 | $1.24M |
| Q2 2021 | 2 | $850.8K |
| Q1 2021 | 2 | $834.4K |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding John Marshall Bancorp, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,449,621 | $41.7M | 0.03% | −1,203−0.1% | Reduced |
| BlackRock Inc. | 774,358 | $22.3M | 0.00% | +40,463+5.5% | Added |
| Vanguard Group Inc | 569,837 | $16.4M | 0.00% | +1,853+0.3% | Added |
| Toth Financial Advisory Corp | 447,956 | $12.9M | 2.09% | −19,870−4.2% | Reduced |
| Evermay Wealth Management LLC | 332,087 | $9.56M | 1.95% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 212,294 | $6.11M | 0.00% | +8,598+4.2% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 176,071 | $5.07M | 2.27% | 00.0% | Unchanged |
| State Street Corp | 164,856 | $4.74M | 0.00% | +4,882+3.1% | Added |
| Brown Advisory Inc | 126,823 | $3.65M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 94,249 | $2.71M | 0.00% | +1,144+1.2% | Added |
| Cresset Asset Management, LLC | 75,234 | $2.17M | 0.03% | −5,000−6.2% | Reduced |
| Bank of America Corp | 70,714 | $2.04M | 0.00% | +10,489+17.4% | Added |
| Meridian Financial Partners LLC | 71,707 | $1.79M | 2.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 49,730 | $1.43M | 0.52% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 43,100 | $1.24M | 0.85% | −2,000−4.4% | Reduced |
| Bank of New York Mellon Corp | 42,497 | $1.22M | 0.00% | +6,124+16.8% | Added |
| CIBC Private Wealth Group, LLC | 41,212 | $1.19M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 36,377 | $1.05M | 0.00% | −4,953−12.0% | Reduced |
| Laidlaw Wealth Management LLC | 31,687 | $912.0K | 0.20% | −20,000−38.7% | Reduced |
| Charles Schwab Investment Management Inc | 30,754 | $885.1K | 0.00% | +575+1.9% | Added |
| First Trust Advisors LP | 28,386 | $816.9K | 0.00% | −1,876−6.2% | Reduced |
| Mariner, LLC | 24,911 | $717.0K | 0.00% | +9,172+58.3% | Added |
| Patton Albertson Miller Group, LLC | 18,751 | $539.7K | 0.10% | 00.0% | Unchanged |
| Rhumbline Advisers | 16,871 | $486.0K | 0.00% | +352+2.1% | Added |
| Banc Funds Co LLC | 13,400 | $386.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 12,538 | $360.8K | 0.00% | +1,798+16.7% | Added |
| Lincoln National Corp | 11,740 | $337.9K | 0.01% | +11,740 | New |
| Invesco Ltd. | 10,618 | $305.6K | 0.00% | +10,618 | New |
| Cambridge Investment Research Advisors, Inc. | 9,842 | $283.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 9,399 | $270.5K | 1.14% | +9,399 | New |
| Edgemoor Investment Advisors, Inc. | 9,037 | $260.1K | 0.03% | +9,037 | New |
| JPMorgan Chase & Co | 8,691 | $250.0K | 0.00% | +1,097+14.4% | Added |
| New York State Common Retirement Fund | 8,100 | $233.1K | 0.00% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 8,056 | $231.9K | 0.03% | +8,056 | New |
| MetLife Investment Management | 6,643 | $191.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,252 | $179.9K | 0.00% | +826+15.2% | Added |
| American International Group, Inc. | 5,463 | $157.2K | 0.00% | −19−0.3% | Reduced |
| Deutsche Bank AG | 4,698 | $135.2K | 0.00% | +76+1.6% | Added |
| California State Teachers Retirement System | 4,689 | $134.9K | 0.00% | +131+2.9% | Added |
| Wells Fargo & Company | 4,351 | $125.2K | 0.00% | −330−7.0% | Reduced |
| SG Americas Securities, LLC | 4,054 | $117.0K | 0.00% | +4,054 | New |
| Barclays PLC | 3,101 | $89.2K | 0.00% | +2,611+532.9% | Added |
| Royal Bank of Canada | 1,683 | $49.0K | 0.00% | +1,542+1,093.6% | Added |
| STRS Ohio | 1,700 | $48.0K | 0.00% | −1,000−37.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,659 | $48.0K | 0.00% | +1,010+155.6% | Added |
| Amalgamated Bank | 1,443 | $42.0K | 0.00% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 1,388 | $39.9K | 0.02% | +1,388 | New |
| Legal & General Group Plc | 1,159 | $33.4K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 854 | $24.6K | 0.01% | +854 | New |
| Metropolitan Life Insurance Co | 771 | $22.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 855 | $21.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 152 | $4.38K | 0.00% | +30+24.6% | Added |
| Citigroup Inc | 80 | $2.30K | 0.00% | −95−54.3% | Reduced |
| CWM, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −31,775−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −10−100.0% | Sold out |