John Marshall Bancorp Ownership | Who Owns John Marshall Bancorp?
John Marshall Bancorp Ownership Summary
John Marshall Bancorp is owned by 11.76% institutional investors, 13.08% insiders, and 75.15% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 13.90% of JMSB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 8.53% of its assets in John Marshall Bancorp shares.
JMSB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | John Marshall Bancorp | 11.76% | 13.08% | 75.15% |
| Sector | Financial Services Stocks | 37.04% | 15.58% | 47.38% |
| Industry | Regional Banks Stocks | 38.40% | 12.62% | 48.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 1.97M | 13.90% | $39.86M |
| Blackrock funding, inc. /de | 875.36K | 6.19% | $17.75M |
| Blackrock | 856.75K | 6.06% | $14.94M |
| Vanguard group | 692.61K | 4.90% | $13.85M |
| Fj capital management | 412.27K | 2.92% | $8.36M |
| Toth financial advisory | 368.62K | 2.61% | $7.48M |
| Evermay wealth management | 349.97K | 2.47% | $7.10M |
| Geode capital management | 295.30K | 2.09% | $5.99M |
| State street | 217.40K | 1.54% | $4.41M |
| Mai capital management | 198.12K | 1.40% | $4.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Elizabeth park capital advisors | 105.34K | 1.64% | $2.14M |
| Fj capital management | 412.27K | 0.94% | $8.36M |
| Toth financial advisory | 368.62K | 0.82% | $7.48M |
| Evermay wealth management | 349.97K | 0.79% | $7.10M |
| Rhino investment partners | 118.58K | 0.67% | $2.40M |
| Meridian financial partners | 57.62K | 0.45% | $1.18M |
| Fourthstone | 108.18K | 0.37% | $2.19M |
| Halpern financial | 49.73K | 0.24% | $867.29M |
| Kfa private wealth group | 14.87K | 0.07% | $301.46K |
| T. rowe price investment management | 1.97M | 0.03% | $39.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 79.51K | 0.00% | 79.51K |
| Wealthspire advisors | 64.14K | 0.01% | 64.14K |
| Vanguard group | 692.61K | 0.00% | 42.95K |
| Marshall wace, llp | 31.47K | 0.00% | 31.47K |
| Susquehanna group, llp | 27.10K | 0.00% | 27.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cibc private wealth group | - | - | -32.86K |
| Patton albertson miller group | - | - | -18.75K |
| Barclays | 3.37K | - | -16.67K |
| Wealth enhancement advisory services | - | - | -16.53K |
| Bank of america corp /de/ | 73.34K | 0.00% | -16.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 79.51K | 0.00% | 79.51K | $1.61M |
| Marshall wace, llp | 31.47K | 0.00% | 31.47K | $638.25K |
| Susquehanna group, llp | 27.10K | 0.00% | 27.10K | $472.62K |
| Kfa private wealth group | 14.87K | 0.07% | 14.87K | $301.46K |
| Newedge advisors | 11.53K | 0.00% | 11.53K | $228.52K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Qube research | -16.00 |
| Capital performance advisors llp | -26.00 |
| Fortitude family office | -40.00 |
| Covestor | -89.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 30 | -58.33% | 1,663,463 | -75.51% | 11 | 0.51% | 17 | -39.29% | 5 | -78.26% |
| Dec 31, 2025 | 49 | -26.87% | 3,497,482 | -47.79% | 24 | 1.11% | 21 | -32.26% | 15 | - |
| Sep 30, 2025 | 62 | 1.64% | 6,670,298 | 0.33% | 46 | 2.15% | 27 | -12.90% | 15 | -25.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 1.21M | 8.53% | - |
| T. Rowe Price U.S. SC Value Eq Tr-D | 700.87K | 4.93% | 1.66K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 667.12K | 4.67% | 21.17K |
| Vanguard Total Stock Mkt Idx Inv | 379.43K | 2.67% | - |
| Vanguard US Total Market Shares ETF | 367.54K | 2.57% | - |
| iShares Russell 2000 ETF | 292.42K | 2.07% | 2.44K |
| Vanguard Institutional Extnd Mkt Idx Tr | 144.37K | 1.02% | - |
| Fidelity Small Cap Index | 124.67K | 0.88% | -505.00 |
| iShares Russell 2000 Value ETF | 103.07K | 0.73% | 553.00 |
| Russell 2000 Equity Index Fund B | 84.25K | 0.59% | -40.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 05, 2025 | Kinney Jonathan Craig | - | Buy | $9.81K |
| Dec 02, 2025 | Kinney Jonathan Craig | - | Buy | $8.63K |
| Dec 02, 2025 | Kinney Jonathan Craig | - | Buy | $17.37K |
| Nov 06, 2025 | Kinney Jonathan Craig | - | Buy | $9.45K |
| Nov 05, 2025 | Kinney Jonathan Craig | - | Buy | $5.61K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 8 | - |
| 2025 Q3 | 15 | - |
| 2025 Q2 | 23 | 18 |
| 2025 Q1 | 8 | - |
| 2024 Q4 | 1 | 115 |
JMSB Ownership FAQ
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