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 |
|---|---|---|---|---|---|
| CWM, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 80 | $2.30K | 0.00% | −95−54.3% | Reduced |
| FMR LLC | 152 | $4.38K | 0.00% | +30+24.6% | Added |
| Ameritas Investment Partners, Inc. | 855 | $21.9K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 771 | $22.2K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 854 | $24.6K | 0.01% | +854 | New |
| Legal & General Group Plc | 1,159 | $33.4K | 0.00% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 1,388 | $39.9K | 0.02% | +1,388 | New |
| Amalgamated Bank | 1,443 | $42.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Royal Bank of Canada | 1,683 | $49.0K | 0.00% | +1,542+1,093.6% | Added |
| Barclays PLC | 3,101 | $89.2K | 0.00% | +2,611+532.9% | Added |
| SG Americas Securities, LLC | 4,054 | $117.0K | 0.00% | +4,054 | New |
| Wells Fargo & Company | 4,351 | $125.2K | 0.00% | −330−7.0% | Reduced |
| California State Teachers Retirement System | 4,689 | $134.9K | 0.00% | +131+2.9% | Added |
| Deutsche Bank AG | 4,698 | $135.2K | 0.00% | +76+1.6% | Added |
| American International Group, Inc. | 5,463 | $157.2K | 0.00% | −19−0.3% | Reduced |
| Morgan Stanley | 6,252 | $179.9K | 0.00% | +826+15.2% | Added |
| MetLife Investment Management | 6,643 | $191.2K | 0.00% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 8,056 | $231.9K | 0.03% | +8,056 | New |
| New York State Common Retirement Fund | 8,100 | $233.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,691 | $250.0K | 0.00% | +1,097+14.4% | Added |
| Edgemoor Investment Advisors, Inc. | 9,037 | $260.1K | 0.03% | +9,037 | New |
| Mesirow Financial Investment Management, Inc. | 9,399 | $270.5K | 1.14% | +9,399 | New |
| Cambridge Investment Research Advisors, Inc. | 9,842 | $283.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 10,618 | $305.6K | 0.00% | +10,618 | New |
| Lincoln National Corp | 11,740 | $337.9K | 0.01% | +11,740 | New |
| UBS Group AG | 12,538 | $360.8K | 0.00% | +1,798+16.7% | Added |
| Banc Funds Co LLC | 13,400 | $386.0K | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 16,871 | $486.0K | 0.00% | +352+2.1% | Added |
| Patton Albertson Miller Group, LLC | 18,751 | $539.7K | 0.10% | 00.0% | Unchanged |
| Mariner, LLC | 24,911 | $717.0K | 0.00% | +9,172+58.3% | Added |
| First Trust Advisors LP | 28,386 | $816.9K | 0.00% | −1,876−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 30,754 | $885.1K | 0.00% | +575+1.9% | Added |
| Laidlaw Wealth Management LLC | 31,687 | $912.0K | 0.20% | −20,000−38.7% | Reduced |
| Nuveen Asset Management, LLC | 36,377 | $1.05M | 0.00% | −4,953−12.0% | Reduced |
| CIBC Private Wealth Group, LLC | 41,212 | $1.19M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 42,497 | $1.22M | 0.00% | +6,124+16.8% | Added |
| Citadel Investment Advisory, Inc. | 43,100 | $1.24M | 0.85% | −2,000−4.4% | Reduced |
| Halpern Financial, Inc. | 49,730 | $1.43M | 0.52% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 71,707 | $1.79M | 2.01% | 00.0% | Unchanged |
| Bank of America Corp | 70,714 | $2.04M | 0.00% | +10,489+17.4% | Added |
| Cresset Asset Management, LLC | 75,234 | $2.17M | 0.03% | −5,000−6.2% | Reduced |
| Northern Trust Corp | 94,249 | $2.71M | 0.00% | +1,144+1.2% | Added |
| Brown Advisory Inc | 126,823 | $3.65M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 164,856 | $4.74M | 0.00% | +4,882+3.1% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 176,071 | $5.07M | 2.27% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 212,294 | $6.11M | 0.00% | +8,598+4.2% | Added |
| Evermay Wealth Management LLC | 332,087 | $9.56M | 1.95% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 447,956 | $12.9M | 2.09% | −19,870−4.2% | Reduced |
| Vanguard Group Inc | 569,837 | $16.4M | 0.00% | +1,853+0.3% | Added |
| BlackRock Inc. | 774,358 | $22.3M | 0.00% | +40,463+5.5% | Added |
| T. Rowe Price Investment Management, Inc. | 1,449,621 | $41.7M | 0.03% | −1,203−0.1% | Reduced |
| 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 |