Skip to main content

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, Q1 2024

Institutional positions in John Marshall Bancorp, Inc. as of Mar 31, 2024. 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
53
+1 vs. Q4 2023
Shares held
5.70M
+138.2K (+2.5%) vs. Q4 2023
Total value
$101.9M
−$23.3M (−18.6%) vs. Q4 2023
New holders
6
13 more added
Sold out
5
17 more reduced

Compare with Q4 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.

Institutional holdersQ1 2024: 53 institutions
Q1 2021: 2 institutionsQ2 2021: 2 institutionsQ3 2021: 2 institutionsQ4 2021: 1 institutionQ1 2022: 3 institutionsQ2 2022: 49 institutionsQ3 2022: 49 institutionsQ4 2022: 54 institutionsQ1 2023: 54 institutionsQ2 2023: 52 institutionsQ3 2023: 51 institutionsQ4 2023: 52 institutionsQ1 2024: 53 institutionsQ2 2024: 53 institutionsQ3 2024: 55 institutionsQ4 2024: 55 institutionsQ1 2025: 55 institutionsQ2 2025: 63 institutionsQ3 2025: 69 institutionsQ4 2025: 74 institutionsQ1 2026: 80 institutionsQ2 2026: 95 institutions
Value heldQ1 2024: $101.9M
Q1 2021: $834.4KQ2 2021: $850.8KQ3 2021: $1.24MQ4 2021: $989.6KQ1 2022: $2.38MQ2 2022: $111.4MQ3 2022: $123.4MQ4 2022: $146.0MQ1 2023: $108.7MQ2 2023: $106.8MQ3 2023: $94.9MQ4 2023: $125.2MQ1 2024: $101.9MQ2 2024: $100.6MQ3 2024: $116.0MQ4 2024: $130.0MQ1 2025: $107.5MQ2 2025: $123.7MQ3 2025: $133.5MQ4 2025: $136.6MQ1 2026: $140.1MQ2 2026: $152.6M
Institutions holding JMSB and their total value by quarter
QuarterHoldersValue
Q2 202695$152.6M
Q1 202680$140.1M
Q4 202574$136.6M
Q3 202569$133.5M
Q2 202563$123.7M
Q1 202555$107.5M
Q4 202455$130.0M
Q3 202455$116.0M
Q2 202453$100.6M
Q1 202453$101.9M
Q4 202352$125.2M
Q3 202351$94.9M
Q2 202352$106.8M
Q1 202354$108.7M
Q4 202254$146.0M
Q3 202249$123.4M
Q2 202249$111.4M
Q1 20223$2.38M
Q4 20211$989.6K
Q3 20212$1.24M
Q2 20212$850.8K
Q1 20212$834.4K

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding John Marshall Bancorp, Inc.; share changes are against Q4 2023.

Institutions holding JMSB in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
T. Rowe Price Investment Management, Inc.1,619,249$29.0M0.02%+59,035+3.8%Added
BlackRock Inc.847,548$15.2M0.00%−32,507−3.7%Reduced
Vanguard Group Inc618,043$11.1M0.00%+7,615+1.2%Added
Toth Financial Advisory Corp449,194$8.05M1.01%−35,450−7.3%Reduced
Evermay Wealth Management LLC333,980$5.98M0.90%00.0%Unchanged
Geode Capital Management, LLC274,369$4.92M0.00%+11,581+4.4%Added
FJ Capital Management LLC215,655$3.86M0.39%+117,614+120.0%Added
State Street Corp195,786$3.51M0.00%+2,942+1.5%Added
Elizabeth Park Capital Advisors, Ltd.176,071$3.16M2.62%00.0%Unchanged
Brown Advisory Inc127,914$2.29M0.00%−300−0.2%Reduced
Northern Trust Corp108,866$1.95M0.00%−1,680−1.5%Reduced
Bank of America Corp89,632$1.61M0.00%+7,877+9.6%Added
Cresset Asset Management, LLC75,294$1.35M0.01%−220−0.3%Reduced
Meridian Financial Partners LLC64,930$1.06M1.36%00.0%Unchanged
Halpern Financial, Inc.49,730$883.2K0.26%00.0%Unchanged
Citadel Investment Advisory, Inc.39,600$710.0K0.40%00.0%Unchanged
CIBC Private Wealth Group, LLC36,204$627.1K0.00%00.0%Unchanged
Nuveen Asset Management, LLC34,141$611.8K0.00%+1,188+3.6%Added
Charles Schwab Investment Management Inc32,930$590.1K0.00%00.0%Unchanged
Bank of New York Mellon Corp32,854$588.7K0.00%−4,554−12.2%Reduced
Imprint Wealth LLC33,971$588.4K0.14%+33,971New
JPMorgan Chase & Co26,708$478.6K0.00%+9,774+57.7%Added
Royal Bank of Canada26,006$466.0K0.00%−7,981−23.5%Reduced
UBS Group AG21,210$380.1K0.00%−229−1.1%Reduced
Morgan Stanley19,445$348.5K0.00%−6,855−26.1%Reduced
Patton Albertson Miller Group, LLC18,751$336.0K0.05%00.0%Unchanged
Rhumbline Advisers17,740$317.9K0.00%+524+3.0%Added
Invesco Ltd.16,186$290.1K0.00%+16,186New
Mariner, LLC14,168$253.9K0.00%−221−1.5%Reduced
MAI Capital Management12,542$224.8K0.00%+12,542New
Lincoln National Corp11,585$207.6K0.00%00.0%Unchanged
Wells Fargo & Company9,215$165.1K0.00%+563+6.5%Added
Barclays PLC8,746$156.7K0.00%−8,375−48.9%Reduced
Deutsche Bank AG7,907$141.7K0.00%+228+3.0%Added
MetLife Investment Management6,643$119.0K0.00%00.0%Unchanged
American International Group, Inc.6,142$110.1K0.00%−53−0.9%Reduced
New York State Common Retirement Fund4,671$83.7K0.00%00.0%Unchanged
Sandy Spring Bank3,375$60.5K0.00%00.0%Unchanged
Citigroup Inc2,336$41.9K0.00%+558+31.4%Added
STRS Ohio1,600$28.0K0.00%−100−5.9%Reduced
EverSource Wealth Advisors, LLC1,575$26.0K0.00%+1,575New
Ameritas Investment Partners, Inc.1,260$22.6K0.00%00.0%Unchanged
California State Teachers Retirement System1,253$22.5K0.00%−798−38.9%Reduced
Legal & General Group Plc1,056$18.9K0.00%00.0%Unchanged
Metropolitan Life Insurance Co771$13.8K0.00%00.0%Unchanged
Amalgamated Bank395$7.00K0.00%−675−63.1%Reduced
Tower Research Capital LLC (TRC)371$6.65K0.00%−456−55.1%Reduced
FMR LLC254$4.55K0.00%−63−19.9%Reduced
GAMMA Investing LLC97$1.74K0.00%+27+38.6%Added
Qube Research & Technologies Ltd16$2870.00%00.0%Unchanged
Nisa Investment Advisors, LLC9$1610.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$170.00%+1New
CWM, LLC2$00.00%+2New
Raymond James & Associates0$00.00%−16,068−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−12,355−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−9,842−100.0%Sold out
SG Americas Securities, LLC0$00.00%−6,802−100.0%Sold out
Covestor Ltd0$00.00%−8−100.0%Sold out