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 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| Nisa Investment Advisors, LLC | 9 | $203 | 0.00% | −9−50.0% | Reduced |
| Qube Research & Technologies Ltd | 16 | $361 | 0.00% | +16 | New |
| GAMMA Investing LLC | 70 | $1.33K | 0.00% | +70 | New |
| FMR LLC | 317 | $7.15K | 0.00% | −83−20.8% | Reduced |
| Metropolitan Life Insurance Co | 771 | $17.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 827 | $18.7K | 0.00% | −35−4.1% | Reduced |
| Legal & General Group Plc | 1,056 | $23.8K | 0.00% | −103−8.9% | Reduced |
| Amalgamated Bank | 1,070 | $24.0K | 0.00% | −118−9.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,260 | $28.4K | 0.00% | +405+47.4% | Added |
| STRS Ohio | 1,700 | $38.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,778 | $40.1K | 0.00% | +1,772+29,533.3% | Added |
| California State Teachers Retirement System | 2,051 | $46.3K | 0.00% | −699−25.4% | Reduced |
| Sandy Spring Bank | 3,375 | $76.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,671 | $105.4K | 0.00% | +8+0.2% | Added |
| American International Group, Inc. | 6,195 | $139.8K | 0.00% | −25−0.4% | Reduced |
| MetLife Investment Management | 6,643 | $149.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,802 | $153.0K | 0.00% | +875+14.8% | Added |
| Deutsche Bank AG | 7,679 | $173.2K | 0.00% | −404−5.0% | Reduced |
| Wells Fargo & Company | 8,652 | $195.2K | 0.00% | +457+5.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,842 | $222.0K | 0.00% | +9,842 | New |
| Lincoln National Corp | 11,585 | $261.4K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,355 | $278.7K | 0.00% | +12,355 | New |
| Mariner, LLC | 14,389 | $324.6K | 0.00% | −38−0.3% | Reduced |
| Raymond James & Associates | 16,068 | $362.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 16,934 | $382.0K | 0.00% | +8,462+99.9% | Added |
| Barclays PLC | 17,121 | $386.2K | 0.00% | +14,853+654.9% | Added |
| Rhumbline Advisers | 17,216 | $388.4K | 0.00% | −185−1.1% | Reduced |
| Patton Albertson Miller Group, LLC | 18,751 | $423.0K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 21,439 | $483.7K | 0.00% | +5,812+37.2% | Added |
| Morgan Stanley | 26,300 | $593.3K | 0.00% | +16,711+174.3% | Added |
| Charles Schwab Investment Management Inc | 32,930 | $742.9K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 32,953 | $743.4K | 0.00% | +6,200+23.2% | Added |
| Royal Bank of Canada | 33,987 | $767.0K | 0.00% | +14,792+77.1% | Added |
| CIBC Private Wealth Group, LLC | 36,204 | $816.8K | 0.00% | −5,008−12.2% | Reduced |
| Bank of New York Mellon Corp | 37,408 | $843.9K | 0.00% | −6,819−15.4% | Reduced |
| Citadel Investment Advisory, Inc. | 39,600 | $893.0K | 0.55% | −200−0.5% | Reduced |
| Halpern Financial, Inc. | 49,730 | $1.04M | 0.32% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 64,930 | $1.33M | 1.36% | −6,777−9.5% | Reduced |
| Cresset Asset Management, LLC | 75,514 | $1.70M | 0.01% | +276+0.4% | Added |
| Bank of America Corp | 81,755 | $1.84M | 0.00% | +425+0.5% | Added |
| FJ Capital Management LLC | 98,041 | $2.21M | 0.22% | −8,437−7.9% | Reduced |
| Northern Trust Corp | 110,546 | $2.49M | 0.00% | +11,428+11.5% | Added |
| Brown Advisory Inc | 128,214 | $2.89M | 0.00% | −5,900−4.4% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 176,071 | $3.97M | 2.75% | 00.0% | Unchanged |
| State Street Corp | 192,844 | $4.35M | 0.00% | +3,568+1.9% | Added |
| Geode Capital Management, LLC | 262,788 | $5.93M | 0.00% | +6,908+2.7% | Added |
| Evermay Wealth Management LLC | 333,980 | $7.53M | 1.39% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 484,644 | $10.9M | 1.48% | +61,315+14.5% | Added |
| Vanguard Group Inc | 610,428 | $13.8M | 0.00% | +34,879+6.1% | Added |
| BlackRock Inc. | 880,055 | $19.9M | 0.00% | +70,654+8.7% | Added |
| T. Rowe Price Investment Management, Inc. | 1,560,214 | $35.2M | 0.02% | +18,954+1.2% | Added |
| 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 |