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, Q3 2023
Institutional positions in John Marshall Bancorp, Inc. as of Sep 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
- −1 vs. Q2 2023
- Shares held
- 5.32M
- +9.63K (+0.2%) vs. Q2 2023
- Total value
- $94.9M
- −$11.9M (−11.1%) vs. Q2 2023
- New holders
- 4
- 17 more added
- Sold out
- 5
- 10 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding John Marshall Bancorp, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,541,260 | $27.5M | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 809,401 | $14.4M | 0.00% | +1,791+0.2% | Added |
| Vanguard Group Inc | 575,549 | $10.3M | 0.00% | +1,465+0.3% | Added |
| Toth Financial Advisory Corp | 423,329 | $7.56M | 1.15% | −6,833−1.6% | Reduced |
| Evermay Wealth Management LLC | 333,980 | $5.96M | 1.22% | +1,893+0.6% | Added |
| Geode Capital Management, LLC | 255,880 | $4.57M | 0.00% | +16,960+7.1% | Added |
| State Street Corp | 189,276 | $3.38M | 0.00% | +5,251+2.9% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 176,071 | $3.14M | 2.58% | 00.0% | Unchanged |
| Brown Advisory Inc | 134,114 | $2.39M | 0.00% | +6,428+5.0% | Added |
| FJ Capital Management LLC | 106,478 | $1.90M | 0.22% | +106,478 | New |
| Northern Trust Corp | 99,118 | $1.77M | 0.00% | +1,284+1.3% | Added |
| Bank of America Corp | 81,330 | $1.45M | 0.00% | +7,372+10.0% | Added |
| Cresset Asset Management, LLC | 75,238 | $1.34M | 0.01% | +40.0% | Added |
| Meridian Financial Partners LLC | 71,707 | $1.25M | 1.28% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 49,730 | $887.7K | 0.31% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 44,227 | $789.5K | 0.00% | +1,356+3.2% | Added |
| CIBC Private Wealth Group, LLC | 41,212 | $735.6K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 39,800 | $710.0K | 0.46% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 32,930 | $587.8K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 26,753 | $477.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 19,195 | $342.0K | 0.00% | +656+3.5% | Added |
| Patton Albertson Miller Group, LLC | 18,751 | $334.7K | 0.07% | 00.0% | Unchanged |
| Rhumbline Advisers | 17,401 | $310.6K | 0.00% | +152+0.9% | Added |
| Raymond James & Associates | 16,068 | $286.8K | 0.00% | +16,068 | New |
| UBS Group AG | 15,627 | $278.9K | 0.00% | −314−2.0% | Reduced |
| Mariner, LLC | 14,427 | $257.5K | 0.00% | −2,972−17.1% | Reduced |
| Madison Wealth Management | 12,542 | $223.9K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 12,500 | $223.1K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 11,585 | $206.8K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 9,589 | $171.2K | 0.00% | −2,627−21.5% | Reduced |
| JPMorgan Chase & Co | 8,472 | $151.2K | 0.00% | −2,371−21.9% | Reduced |
| Wells Fargo & Company | 8,195 | $146.3K | 0.00% | −1,897−18.8% | Reduced |
| Deutsche Bank AG | 8,083 | $144.3K | 0.00% | +1,896+30.6% | Added |
| MetLife Investment Management | 6,643 | $118.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,220 | $111.0K | 0.00% | +221+3.7% | Added |
| SG Americas Securities, LLC | 5,927 | $106.0K | 0.00% | +5,927 | New |
| New York State Common Retirement Fund | 4,663 | $83.2K | 0.00% | +9+0.2% | Added |
| Sandy Spring Bank | 3,375 | $60.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,750 | $49.1K | 0.00% | −1,396−33.7% | Reduced |
| Barclays PLC | 2,268 | $40.5K | 0.00% | −220−8.8% | Reduced |
| STRS Ohio | 1,700 | $30.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,188 | $21.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,159 | $20.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 862 | $15.4K | 0.00% | +449+108.7% | Added |
| Ameritas Investment Partners, Inc. | 855 | $15.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 771 | $13.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 400 | $7.14K | 0.00% | +148+58.7% | Added |
| Clearstead Advisors, LLC | 100 | $1.78K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18 | $321 | 0.00% | +18 | New |
| Citigroup Inc | 6 | $107 | 0.00% | −3,704−99.8% | Reduced |
| Covestor Ltd | 11 | $0 | 0.00% | −1−8.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −58,094−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −33,971−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −31,067−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,376−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,356−100.0% | Sold out |