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, Q4 2023
Institutional positions in John Marshall Bancorp, Inc. as of Dec 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
- 52
- +2 vs. Q3 2023
- Shares held
- 5.56M
- +253.6K (+4.8%) vs. Q3 2023
- Total value
- $125.2M
- +$30.5M (+32.2%) vs. Q3 2023
- New holders
- 4
- 20 more added
- Sold out
- 2
- 17 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding John Marshall Bancorp, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,560,214 | $35.2M | 0.02% | +18,954+1.2% | Added |
| BlackRock Inc. | 880,055 | $19.9M | 0.00% | +70,654+8.7% | Added |
| Vanguard Group Inc | 610,428 | $13.8M | 0.00% | +34,879+6.1% | Added |
| Toth Financial Advisory Corp | 484,644 | $10.9M | 1.48% | +61,315+14.5% | Added |
| Evermay Wealth Management LLC | 333,980 | $7.53M | 1.39% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 262,788 | $5.93M | 0.00% | +6,908+2.7% | Added |
| State Street Corp | 192,844 | $4.35M | 0.00% | +3,568+1.9% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 176,071 | $3.97M | 2.75% | 00.0% | Unchanged |
| Brown Advisory Inc | 128,214 | $2.89M | 0.00% | −5,900−4.4% | Reduced |
| Northern Trust Corp | 110,546 | $2.49M | 0.00% | +11,428+11.5% | Added |
| FJ Capital Management LLC | 98,041 | $2.21M | 0.22% | −8,437−7.9% | Reduced |
| Bank of America Corp | 81,755 | $1.84M | 0.00% | +425+0.5% | Added |
| Cresset Asset Management, LLC | 75,514 | $1.70M | 0.01% | +276+0.4% | Added |
| Meridian Financial Partners LLC | 64,930 | $1.33M | 1.36% | −6,777−9.5% | Reduced |
| Halpern Financial, Inc. | 49,730 | $1.04M | 0.32% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 39,600 | $893.0K | 0.55% | −200−0.5% | Reduced |
| Bank of New York Mellon Corp | 37,408 | $843.9K | 0.00% | −6,819−15.4% | Reduced |
| CIBC Private Wealth Group, LLC | 36,204 | $816.8K | 0.00% | −5,008−12.2% | Reduced |
| Royal Bank of Canada | 33,987 | $767.0K | 0.00% | +14,792+77.1% | Added |
| Nuveen Asset Management, LLC | 32,953 | $743.4K | 0.00% | +6,200+23.2% | Added |
| Charles Schwab Investment Management Inc | 32,930 | $742.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 26,300 | $593.3K | 0.00% | +16,711+174.3% | Added |
| UBS Group AG | 21,439 | $483.7K | 0.00% | +5,812+37.2% | Added |
| Patton Albertson Miller Group, LLC | 18,751 | $423.0K | 0.07% | 00.0% | Unchanged |
| Rhumbline Advisers | 17,216 | $388.4K | 0.00% | −185−1.1% | Reduced |
| Barclays PLC | 17,121 | $386.2K | 0.00% | +14,853+654.9% | Added |
| JPMorgan Chase & Co | 16,934 | $382.0K | 0.00% | +8,462+99.9% | Added |
| Raymond James & Associates | 16,068 | $362.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,389 | $324.6K | 0.00% | −38−0.3% | Reduced |
| Goldman Sachs Group Inc | 12,355 | $278.7K | 0.00% | +12,355 | New |
| Lincoln National Corp | 11,585 | $261.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,842 | $222.0K | 0.00% | +9,842 | New |
| Wells Fargo & Company | 8,652 | $195.2K | 0.00% | +457+5.6% | Added |
| Deutsche Bank AG | 7,679 | $173.2K | 0.00% | −404−5.0% | Reduced |
| SG Americas Securities, LLC | 6,802 | $153.0K | 0.00% | +875+14.8% | Added |
| MetLife Investment Management | 6,643 | $149.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,195 | $139.8K | 0.00% | −25−0.4% | Reduced |
| New York State Common Retirement Fund | 4,671 | $105.4K | 0.00% | +8+0.2% | Added |
| Sandy Spring Bank | 3,375 | $76.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,051 | $46.3K | 0.00% | −699−25.4% | Reduced |
| Citigroup Inc | 1,778 | $40.1K | 0.00% | +1,772+29,533.3% | Added |
| STRS Ohio | 1,700 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,260 | $28.4K | 0.00% | +405+47.4% | Added |
| Amalgamated Bank | 1,070 | $24.0K | 0.00% | −118−9.9% | Reduced |
| Legal & General Group Plc | 1,056 | $23.8K | 0.00% | −103−8.9% | Reduced |
| Tower Research Capital LLC (TRC) | 827 | $18.7K | 0.00% | −35−4.1% | Reduced |
| Metropolitan Life Insurance Co | 771 | $17.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 317 | $7.15K | 0.00% | −83−20.8% | Reduced |
| GAMMA Investing LLC | 70 | $1.33K | 0.00% | +70 | New |
| Qube Research & Technologies Ltd | 16 | $361 | 0.00% | +16 | New |
| Nisa Investment Advisors, LLC | 9 | $203 | 0.00% | −9−50.0% | Reduced |
| Covestor Ltd | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Madison Wealth Management | – | – | – | – | Not filed |