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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, Q1 2023

Institutional positions in John Marshall Bancorp, Inc. as of Mar 31, 2023. 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
0 vs. Q4 2022
Shares held
5.08M
−7.35K (−0.1%) vs. Q4 2022
Total value
$108.7M
−$37.3M (−25.5%) vs. Q4 2022
New holders
6
16 more added
Sold out
6
15 more reduced

Compare with Q4 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.

Institutional holdersQ1 2023: 54 institutions
Q1 2021: 2 institutionsQ2 2021: 2 institutionsQ3 2021: 2 institutionsQ4 2021: 1 institutionQ1 2022: 3 institutionsQ2 2022: 49 institutionsQ3 2022: 49 institutionsQ4 2022: 54 institutionsQ1 2023: 54 institutionsQ2 2023: 52 institutionsQ3 2023: 51 institutionsQ4 2023: 52 institutionsQ1 2024: 53 institutionsQ2 2024: 53 institutionsQ3 2024: 55 institutionsQ4 2024: 55 institutionsQ1 2025: 55 institutionsQ2 2025: 63 institutionsQ3 2025: 69 institutionsQ4 2025: 74 institutionsQ1 2026: 80 institutionsQ2 2026: 95 institutions
Value heldQ1 2023: $108.7M
Q1 2021: $834.4KQ2 2021: $850.8KQ3 2021: $1.24MQ4 2021: $989.6KQ1 2022: $2.38MQ2 2022: $111.4MQ3 2022: $123.4MQ4 2022: $146.0MQ1 2023: $108.7MQ2 2023: $106.8MQ3 2023: $94.9MQ4 2023: $125.2MQ1 2024: $101.9MQ2 2024: $100.6MQ3 2024: $116.0MQ4 2024: $130.0MQ1 2025: $107.5MQ2 2025: $123.7MQ3 2025: $133.5MQ4 2025: $136.6MQ1 2026: $140.1MQ2 2026: $152.6M
Institutions holding JMSB and their total value by quarter
QuarterHoldersValue
Q2 202695$152.6M
Q1 202680$140.1M
Q4 202574$136.6M
Q3 202569$133.5M
Q2 202563$123.7M
Q1 202555$107.5M
Q4 202455$130.0M
Q3 202455$116.0M
Q2 202453$100.6M
Q1 202453$101.9M
Q4 202352$125.2M
Q3 202351$94.9M
Q2 202352$106.8M
Q1 202354$108.7M
Q4 202254$146.0M
Q3 202249$123.4M
Q2 202249$111.4M
Q1 20223$2.38M
Q4 20211$989.6K
Q3 20212$1.24M
Q2 20212$850.8K
Q1 20212$834.4K

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding John Marshall Bancorp, Inc.; share changes are against Q4 2022.

Institutions holding JMSB in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
T. Rowe Price Investment Management, Inc.1,449,621$31.3M0.02%00.0%Unchanged
BlackRock Inc.765,028$16.5M0.00%−9,330−1.2%Reduced
Vanguard Group Inc573,492$12.4M0.00%+3,655+0.6%Added
Toth Financial Advisory Corp434,943$9.39M1.47%−13,013−2.9%Reduced
Evermay Wealth Management LLC332,087$7.17M1.45%00.0%Unchanged
Geode Capital Management, LLC221,306$4.78M0.00%+9,012+4.2%Added
Elizabeth Park Capital Advisors, Ltd.176,071$3.80M2.44%00.0%Unchanged
State Street Corp172,011$3.72M0.00%+7,155+4.3%Added
Brown Advisory Inc130,098$2.81M0.00%+3,275+2.6%Added
Northern Trust Corp92,330$1.99M0.00%−1,919−2.0%Reduced
Bank of America Corp77,391$1.67M0.00%+6,677+9.4%Added
Cresset Asset Management, LLC75,234$1.63M0.03%00.0%Unchanged
Meridian Financial Partners LLC71,707$1.56M1.77%00.0%Unchanged
Halpern Financial, Inc.49,730$1.07M0.39%00.0%Unchanged
Citadel Investment Advisory, Inc.40,800$881.0K0.60%−2,300−5.3%Reduced
Bank of New York Mellon Corp40,563$876.2K0.00%−1,934−4.6%Reduced
Laidlaw Wealth Management LLC33,971$733.8K0.15%+2,284+7.2%Added
First Trust Advisors LP30,782$664.9K0.00%+2,396+8.4%Added
Charles Schwab Investment Management Inc30,754$664.3K0.00%00.0%Unchanged
Nuveen Asset Management, LLC26,753$578.0K0.00%−9,624−26.5%Reduced
Patton Albertson Miller Group, LLC18,751$405.0K0.07%00.0%Unchanged
Madison Wealth Management18,259$394.4K0.09%+18,259New
Royal Bank of Canada18,148$392.0K0.00%+16,465+978.3%Added
Rhumbline Advisers17,185$371.0K0.00%+314+1.9%Added
Mariner, LLC16,471$356.0K0.00%−8,440−33.9%Reduced
UBS Group AG13,344$288.2K0.00%+806+6.4%Added
Lincoln National Corp11,585$250.2K0.01%−155−1.3%Reduced
Morgan Stanley10,597$228.9K0.00%+4,345+69.5%Added
Cambridge Investment Research Advisors, Inc.9,842$213.0K0.00%00.0%Unchanged
Mesirow Financial Investment Management, Inc.9,399$203.0K0.84%00.0%Unchanged
Wells Fargo & Company8,905$192.3K0.00%+4,554+104.7%Added
JPMorgan Chase & Co8,861$191.0K0.00%+170+2.0%Added
New York State Common Retirement Fund8,100$175.0K0.00%00.0%Unchanged
Deutsche Bank AG6,807$147.0K0.00%+2,109+44.9%Added
MetLife Investment Management6,643$143.5K0.00%00.0%Unchanged
Barclays PLC5,877$126.9K0.00%+2,776+89.5%Added
American International Group, Inc.5,573$120.4K0.00%+110+2.0%Added
California State Teachers Retirement System4,294$92.8K0.00%−395−8.4%Reduced
Ameritas Advisory Services, LLC2,355$50.9K0.00%+2,355New
STRS Ohio1,700$36.0K0.00%00.0%Unchanged
Amalgamated Bank1,188$26.0K0.00%−255−17.7%Reduced
Legal & General Group Plc1,159$25.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.855$18.5K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC844$18.2K0.00%+844New
Metropolitan Life Insurance Co771$16.7K0.00%00.0%Unchanged
Dorsey Wright & Associates767$16.6K0.01%−87−10.2%Reduced
Tower Research Capital LLC (TRC)748$16.0K0.00%−911−54.9%Reduced
Clearstead Advisors, LLC100$2.16K0.00%+100New
FMR LLC73$1.58K0.00%−79−52.0%Reduced
Ellevest, Inc.58$1.25K0.00%+58New
Citigroup Inc2$430.00%−78−97.5%Reduced
CWM, LLC20$00.00%−10−33.3%Reduced
Covestor Ltd13$00.00%+13New
CIBC Private Wealth Group, LLC41,212––00.0%Unchanged
Banc Funds Co LLC0$00.00%−13,400−100.0%Sold out
Invesco Ltd.0$00.00%−10,618−100.0%Sold out
Edgemoor Investment Advisors, Inc.0$00.00%−9,037−100.0%Sold out
Griffin Asset Management, Inc.0$00.00%−8,056−100.0%Sold out
SG Americas Securities, LLC0$00.00%−4,054−100.0%Sold out
Glassy Mountain Advisors, Inc.0$00.00%−1,388−100.0%Sold out