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 8.91% 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 | 54.08% | 12.36% | 33.57% |
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 | 402.89K | 2.83% | $7.47M |
| 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 | 402.89K | 0.87% | $7.47M |
| Fj capital management | 413.35K | 0.81% | $7.66M |
| Evermay wealth management | 333.98K | 0.77% | $6.28M |
| Meridian financial partners | 57.62K | 0.50% | $1.07M |
| 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 | 8.91% | 35.66K |
| 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 | 289.76K | 2.04% | -5.46K |
| Vanguard Institutional Extnd Mkt Idx Tr | 126.95K | 0.89% | -57.85K |
| Fidelity Small Cap Index | 123.48K | 0.87% | - |
| iShares Russell 2000 Value ETF | 106.94K | 0.75% | 79.00 |
| Fidelity Extended Market Index | 68.19K | 0.48% | -178.00 |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools