John Marshall Bancorp Ownership | Who Owns John Marshall Bancorp?
John Marshall Bancorp Ownership Summary
John Marshall Bancorp is owned by 46.68% institutional investors, 12.75% insiders, and 40.57% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 14.19% of JMSB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 8.98% of its assets in John Marshall Bancorp shares.
JMSB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | John Marshall Bancorp | 46.68% | 12.75% | 40.57% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 2.02M | 14.19% | $37.40M |
| Blackrock funding, inc. /de | 875.07K | 6.15% | $16.21M |
| Blackrock | 856.75K | 6.06% | $14.94M |
| Vanguard group | 648.53K | 4.57% | $13.02M |
| Fj capital management | 413.35K | 2.91% | $7.66M |
| Toth financial advisory | 390.75K | 2.75% | $7.74M |
| Evermay wealth management | 333.98K | 2.35% | $6.28M |
| Geode capital management | 284.19K | 2.00% | $5.71M |
| Mai capital management | 222.98K | 1.57% | $4.13M |
| State street | 196.40K | 1.39% | $3.47M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Elizabeth park capital advisors | 105.34K | 1.75% | $1.95M |
| Toth financial advisory | 390.75K | 0.83% | $7.74M |
| Fj capital management | 413.35K | 0.81% | $7.66M |
| Evermay wealth management | 333.98K | 0.77% | $6.28M |
| Meridian financial partners | 57.62K | 0.45% | $1.09M |
| Halpern financial | 49.73K | 0.24% | $867.29M |
| Mai capital management | 222.98K | 0.03% | $4.13M |
| T. rowe price investment management | 2.02M | 0.02% | $37.40M |
| Snowden capital advisors | 21.02K | 0.01% | $395.75K |
| Cresset asset management | 102.95K | 0.01% | $1.94M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | 413.35K | 0.81% | 93.23K |
| T. rowe price investment management | 2.02M | 0.02% | 60.66K |
| Susquehanna group, llp | 27.10K | 0.00% | 27.10K |
| Jpmorgan chase | 43.41K | 0.00% | 23.64K |
| Snowden capital advisors | 21.02K | 0.01% | 21.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Elizabeth park capital advisors | 105.34K | 1.75% | -34.00K |
| Cibc private wealth group | - | - | -32.86K |
| Blackrock funding, inc. /de | 875.07K | 0.00% | -23.77K |
| Patton albertson miller group | - | - | -18.75K |
| Bank of america corp /de/ | 73.34K | 0.00% | -16.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 27.10K | 0.00% | 27.10K | $472.62K |
| Snowden capital advisors | 21.02K | 0.01% | 21.02K | $395.75K |
| Deutsche bank ag\ | 12.99K | 0.00% | 12.99K | $260.76K |
| Raymond james financial | 5.63K | - | 5.63K | $104.23K |
| Atlantic union bankshares | 3.38K | 0.00% | 3.38K | $62.54K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Qube research | -16.00 |
| Capital performance advisors llp | -26.00 |
| Russell investments group | -38.00 |
| Fortitude family office | -40.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 60 | 13.21% | 6,637,930 | 2.65% | 46 | 2.26% | 30 | 66.67% | 20 | -9.09% |
| Mar 31, 2025 | 52 | -1.89% | 6,465,122 | 0.53% | 45 | 2.21% | 18 | -37.93% | 22 | 120.00% |
| Dec 31, 2024 | 51 | -7.27% | 6,116,685 | 4.99% | 43 | 2.55% | 28 | 12.00% | 10 | -33.33% |
| Sep 30, 2024 | 55 | 5.77% | 5,825,917 | 1.94% | 41 | 2.53% | 25 | -3.85% | 15 | 25.00% |
| Jun 30, 2024 | 51 | - | 5,715,213 | 1.00% | 40 | 2.52% | 26 | 44.44% | 11 | -35.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 1.27M | 8.98% | -2.91K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 693.15K | 4.85% | 26.03K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 667.12K | 4.67% | 21.17K |
| Vanguard US Total Market Shares ETF | 367.54K | 2.57% | - |
| Vanguard Total Stock Mkt Idx Inv | 360.88K | 2.54% | -7.96K |
| iShares Russell 2000 ETF | 296.06K | 2.09% | - |
| Fidelity Small Cap Index | 126.39K | 0.89% | 2.91K |
| Vanguard Institutional Extnd Mkt Idx Tr | 126.95K | 0.89% | -57.85K |
| iShares Russell 2000 Value ETF | 107.58K | 0.76% | - |
| Fidelity Extended Market Index | 67.64K | 0.48% | -557.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 31, 2025 | Carstater Kent | CHIEF FINANCIAL OFFICER | Buy | $1.68K |
| Jul 31, 2025 | Carstater Kent | CHIEF FINANCIAL OFFICER | Buy | $44.28K |
| Jul 31, 2025 | Carstater Kent | CHIEF FINANCIAL OFFICER | Buy | $18.60K |
| Jul 31, 2025 | Carstater Kent | CHIEF FINANCIAL OFFICER | Buy | $1.85K |
| Jul 31, 2025 | Carstater Kent | CHIEF FINANCIAL OFFICER | Buy | $4.11K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 15 | - |
| 2025 Q2 | 23 | 18 |
| 2025 Q1 | 8 | - |
| 2024 Q4 | 1 | 115 |
| 2024 Q3 | - | - |
JMSB Ownership FAQ
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