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