John Marshall Bancorp Ownership | Who Owns John Marshall Bancorp?
John Marshall Bancorp Ownership Summary
John Marshall Bancorp is owned by 45.46% institutional investors, 12.58% insiders, and 41.97% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 13.70% of JMSB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 8.68% of its assets in John Marshall Bancorp shares.
JMSB Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | John Marshall Bancorp | 45.46% | 12.58% | 41.97% |
Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
Industry | Regional Banks Stocks | 38.06% | 12.02% | 49.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
T. rowe price investment management | 1.94M | 13.70% | $39.03M |
Blackrock funding, inc. /de | 911.93K | 6.43% | $18.31M |
Blackrock | 856.75K | 6.06% | $14.94M |
Vanguard group | 648.53K | 4.57% | $13.02M |
Toth financial advisory | 434.75K | 3.06% | $8.73M |
Evermay wealth management | 333.98K | 2.35% | $6.71M |
Geode capital management | 284.19K | 2.00% | $5.71M |
Mai capital management | 219.36K | 1.55% | $4.40M |
State street | 196.40K | 1.39% | $3.47M |
Fj capital management | 174.38K | 1.23% | $3.50M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Elizabeth park capital advisors | 163.66K | 2.68% | $3.29M |
Toth financial advisory | 434.75K | 1.03% | $8.73M |
Evermay wealth management | 333.98K | 1.02% | $6.71M |
Meridian financial partners | 57.62K | 0.61% | $1.16M |
Fj capital management | 174.38K | 0.41% | $3.50M |
Halpern financial | 49.73K | 0.24% | $867.29M |
Patton albertson miller group | 18.75K | 0.05% | $376.52K |
Mai capital management | 219.36K | 0.03% | $4.40M |
T. rowe price investment management | 1.94M | 0.02% | $39.03M |
Cresset asset management | 90.18K | 0.01% | $1.60M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mai capital management | 219.36K | 0.03% | 206.82K |
T. rowe price investment management | 1.94M | 0.02% | 155.23K |
Fj capital management | 174.38K | 0.41% | 63.30K |
Susquehanna group, llp | 27.10K | 0.00% | 27.10K |
Jpmorgan chase | 43.41K | 0.00% | 23.64K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Cibc private wealth group | - | - | -32.86K |
Bank of america corp /de/ | 73.34K | 0.00% | -16.29K |
Millennium management | - | - | -14.99K |
Lido advisors | - | - | -12.50K |
Jane street group | - | - | -11.72K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Susquehanna group, llp | 27.10K | 0.00% | 27.10K | $472.62K |
Deutsche bank ag\ | 12.99K | 0.00% | 12.99K | $260.76K |
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 |
Versant capital management | -258.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Mar 31, 2024 | 51 | 2.00% | 5,658,395 | 2.50% | 40 | 2.60% | 18 | -25.00% | 17 | 13.33% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
T. Rowe Price Small-Cap Value | 1.24M | 8.68% | -266.00 |
T. Rowe Price U.S. SC Value Eq Tr-Z | 667.12K | 4.67% | 21.17K |
T. Rowe Price U.S. SC Value Eq Tr-D | 667.12K | 4.66% | 21.17K |
Vanguard Total Stock Mkt Idx Inv | 368.84K | 2.58% | - |
Vanguard US Total Market Shares ETF | 367.54K | 2.57% | - |
iShares Russell 2000 ETF | 320.96K | 2.25% | 156.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 184.80K | 1.29% | - |
Fidelity Small Cap Index | 122.49K | 0.86% | - |
iShares Russell 2000 Value ETF | 113.03K | 0.79% | - |
Fidelity Extended Market Index | 69.33K | 0.49% | 1.32K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jun 05, 2025 | Kinney Jonathan Craig | - | Buy | $6.92K |
Jun 06, 2025 | Kinney Jonathan Craig | - | Buy | $4.42K |
Jun 05, 2025 | Kinney Jonathan Craig | - | Buy | $8.63K |
Jun 03, 2025 | Kinney Jonathan Craig | - | Buy | $3.56K |
Jun 02, 2025 | Kinney Jonathan Craig | - | Buy | $2.63K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q2 | 18 | 18 |
2025 Q1 | 8 | - |
2024 Q4 | 1 | 115 |
2024 Q3 | - | - |
2024 Q2 | 25 | - |
JMSB Ownership FAQ
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