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; 94 institutions reported holding it in 13F filings for Q2 2026, worth $151.8M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in John Marshall Bancorp, Inc. as of Jun 30, 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
- 51
- −2 vs. Q1 2023
- Shares held
- 5.27M
- +234.9K (+4.7%) vs. Q1 2023
- Total value
- $106.0M
- −$1.90M (−1.8%) vs. Q1 2023
- New holders
- 5
- 19 more added
- Sold out
- 7
- 10 more reduced
Compare with Q1 2023: 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 | 94 | $151.8M |
| Q1 2026 | 79 | $139.4M |
| Q4 2025 | 73 | $135.8M |
| Q3 2025 | 68 | $132.7M |
| Q2 2025 | 62 | $123.0M |
| Q1 2025 | 54 | $106.8M |
| Q4 2024 | 54 | $129.2M |
| Q3 2024 | 54 | $115.2M |
| Q2 2024 | 52 | $99.9M |
| Q1 2024 | 52 | $101.2M |
| Q4 2023 | 51 | $124.3M |
| Q3 2023 | 50 | $94.2M |
| Q2 2023 | 51 | $106.0M |
| Q1 2023 | 53 | $107.9M |
| Q4 2022 | 53 | $144.8M |
| Q3 2022 | 48 | $122.3M |
| Q2 2022 | 48 | $110.4M |
| Q1 2022 | 2 | $1.38M |
| Q4 2021 | 1 | $989.6K |
| Q3 2021 | 2 | $1.24M |
| Q2 2021 | 2 | $850.8K |
| Q1 2021 | 2 | $834.4K |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding John Marshall Bancorp, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,541,260 | $31.0M | 0.02% | +91,639+6.3% | Added |
| BlackRock Inc. | 807,610 | $16.2M | 0.00% | +42,582+5.6% | Added |
| Vanguard Group Inc | 574,084 | $11.5M | 0.00% | +592+0.1% | Added |
| Toth Financial Advisory Corp | 430,162 | $8.64M | 1.25% | −4,781−1.1% | Reduced |
| Evermay Wealth Management LLC | 332,087 | $6.74M | 1.30% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 238,920 | $4.80M | 0.00% | +17,614+8.0% | Added |
| State Street Corp | 184,025 | $3.74M | 0.00% | +12,014+7.0% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 176,071 | $3.54M | 2.58% | 00.0% | Unchanged |
| Brown Advisory Inc | 127,686 | $2.57M | 0.00% | −2,412−1.9% | Reduced |
| Northern Trust Corp | 97,834 | $1.97M | 0.00% | +5,504+6.0% | Added |
| Cresset Asset Management, LLC | 75,234 | $1.53M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 73,958 | $1.49M | 0.00% | −3,433−4.4% | Reduced |
| Meridian Financial Partners LLC | 71,707 | $1.43M | 0.86% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 58,094 | $1.16M | 0.04% | +58,094 | New |
| Halpern Financial, Inc. | 49,730 | $999.1K | 0.34% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 42,871 | $861.3K | 0.00% | +2,308+5.7% | Added |
| CIBC Private Wealth Group, LLC | 41,212 | $827.9K | 0.00% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 33,971 | $682.5K | 0.13% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 32,930 | $661.6K | 0.00% | +2,176+7.1% | Added |
| First Trust Advisors LP | 31,067 | $624.1K | 0.00% | +285+0.9% | Added |
| Nuveen Asset Management, LLC | 26,753 | $537.5K | 0.00% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 18,751 | $376.7K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,539 | $373.0K | 0.00% | +391+2.2% | Added |
| Mariner, LLC | 17,399 | $349.5K | 0.00% | +928+5.6% | Added |
| Rhumbline Advisers | 17,249 | $346.5K | 0.00% | +64+0.4% | Added |
| UBS Group AG | 15,941 | $320.3K | 0.00% | +2,597+19.5% | Added |
| Madison Wealth Management | 12,542 | $252.0K | 0.05% | −5,717−31.3% | Reduced |
| Lido Advisors, LLC | 12,500 | $251.1K | 0.00% | +12,500 | New |
| Morgan Stanley | 12,216 | $245.4K | 0.00% | +1,619+15.3% | Added |
| Lincoln National Corp | 11,585 | $232.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,843 | $217.8K | 0.00% | +1,982+22.4% | Added |
| Citadel Advisors LLC | 10,376 | $208.5K | 0.00% | +10,376 | New |
| Goldman Sachs Group Inc | 10,356 | $208.1K | 0.00% | +10,356 | New |
| Wells Fargo & Company | 10,092 | $202.7K | 0.00% | +1,187+13.3% | Added |
| MetLife Investment Management | 6,643 | $133.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,187 | $124.3K | 0.00% | −620−9.1% | Reduced |
| American International Group, Inc. | 5,999 | $120.5K | 0.00% | +426+7.6% | Added |
| New York State Common Retirement Fund | 4,654 | $93.5K | 0.00% | −3,446−42.5% | Reduced |
| California State Teachers Retirement System | 4,146 | $83.3K | 0.00% | −148−3.4% | Reduced |
| Citigroup Inc | 3,710 | $74.5K | 0.00% | +3,708+185,400.0% | Added |
| Sandy Spring Bank | 3,375 | $67.8K | 0.00% | +3,375 | New |
| Barclays PLC | 2,488 | $50.0K | 0.00% | −3,389−57.7% | Reduced |
| STRS Ohio | 1,700 | $34.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,188 | $24.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,159 | $23.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 855 | $17.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 771 | $15.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 413 | $8.30K | 0.00% | −335−44.8% | Reduced |
| FMR LLC | 252 | $5.06K | 0.00% | +179+245.2% | Added |
| Clearstead Advisors, LLC | 100 | $2.01K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $0 | 0.00% | −1−7.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −9,842−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −9,399−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −767−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |