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, 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
- 52
- −2 vs. Q1 2023
- Shares held
- 5.31M
- +233.9K (+4.6%) vs. Q1 2023
- Total value
- $106.8M
- −$1.98M (−1.8%) vs. Q1 2023
- New holders
- 5
- 19 more added
- Sold out
- 7
- 11 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 | 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 12 | $0 | 0.00% | −1−7.7% | Reduced |
| Clearstead Advisors, LLC | 100 | $2.01K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 252 | $5.06K | 0.00% | +179+245.2% | Added |
| Tower Research Capital LLC (TRC) | 413 | $8.30K | 0.00% | −335−44.8% | Reduced |
| Metropolitan Life Insurance Co | 771 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 855 | $17.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,159 | $23.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,188 | $24.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,700 | $34.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,488 | $50.0K | 0.00% | −3,389−57.7% | Reduced |
| Sandy Spring Bank | 3,375 | $67.8K | 0.00% | +3,375 | New |
| Citigroup Inc | 3,710 | $74.5K | 0.00% | +3,708+185,400.0% | Added |
| California State Teachers Retirement System | 4,146 | $83.3K | 0.00% | −148−3.4% | Reduced |
| New York State Common Retirement Fund | 4,654 | $93.5K | 0.00% | −3,446−42.5% | Reduced |
| American International Group, Inc. | 5,999 | $120.5K | 0.00% | +426+7.6% | Added |
| Deutsche Bank AG | 6,187 | $124.3K | 0.00% | −620−9.1% | Reduced |
| MetLife Investment Management | 6,643 | $133.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,092 | $202.7K | 0.00% | +1,187+13.3% | Added |
| Goldman Sachs Group Inc | 10,356 | $208.1K | 0.00% | +10,356 | New |
| Citadel Advisors LLC | 10,376 | $208.5K | 0.00% | +10,376 | New |
| JPMorgan Chase & Co | 10,843 | $217.8K | 0.00% | +1,982+22.4% | Added |
| Lincoln National Corp | 11,585 | $232.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 12,216 | $245.4K | 0.00% | +1,619+15.3% | Added |
| Lido Advisors, LLC | 12,500 | $251.1K | 0.00% | +12,500 | New |
| Madison Wealth Management | 12,542 | $252.0K | 0.05% | −5,717−31.3% | Reduced |
| UBS Group AG | 15,941 | $320.3K | 0.00% | +2,597+19.5% | Added |
| Rhumbline Advisers | 17,249 | $346.5K | 0.00% | +64+0.4% | Added |
| Mariner, LLC | 17,399 | $349.5K | 0.00% | +928+5.6% | Added |
| Royal Bank of Canada | 18,539 | $373.0K | 0.00% | +391+2.2% | Added |
| Patton Albertson Miller Group, LLC | 18,751 | $376.7K | 0.07% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 26,753 | $537.5K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 31,067 | $624.1K | 0.00% | +285+0.9% | Added |
| Charles Schwab Investment Management Inc | 32,930 | $661.6K | 0.00% | +2,176+7.1% | Added |
| Laidlaw Wealth Management LLC | 33,971 | $682.5K | 0.13% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 39,800 | $800.0K | 0.52% | −1,000−2.5% | Reduced |
| CIBC Private Wealth Group, LLC | 41,212 | $827.9K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 42,871 | $861.3K | 0.00% | +2,308+5.7% | Added |
| Halpern Financial, Inc. | 49,730 | $999.1K | 0.34% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 58,094 | $1.16M | 0.04% | +58,094 | New |
| Meridian Financial Partners LLC | 71,707 | $1.43M | 0.86% | 00.0% | Unchanged |
| Bank of America Corp | 73,958 | $1.49M | 0.00% | −3,433−4.4% | Reduced |
| Cresset Asset Management, LLC | 75,234 | $1.53M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 97,834 | $1.97M | 0.00% | +5,504+6.0% | Added |
| Brown Advisory Inc | 127,686 | $2.57M | 0.00% | −2,412−1.9% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 176,071 | $3.54M | 2.58% | 00.0% | Unchanged |
| State Street Corp | 184,025 | $3.74M | 0.00% | +12,014+7.0% | Added |
| Geode Capital Management, LLC | 238,920 | $4.80M | 0.00% | +17,614+8.0% | Added |
| Evermay Wealth Management LLC | 332,087 | $6.74M | 1.30% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 430,162 | $8.64M | 1.25% | −4,781−1.1% | Reduced |
| Vanguard Group Inc | 574,084 | $11.5M | 0.00% | +592+0.1% | Added |
| BlackRock Inc. | 807,610 | $16.2M | 0.00% | +42,582+5.6% | Added |
| T. Rowe Price Investment Management, Inc. | 1,541,260 | $31.0M | 0.02% | +91,639+6.3% | Added |
| 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 |