John Marshall Bancorp, Inc. - JMSB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | History | Added to | 1,965,531 | 39,861 | 0.03% | 0.01% | 1 | +1,266,318 | 181.11% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 875,363 | 17,752 | 0.0% | 0.0% | 2 | +3,733 | 0.43% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 692,614 | 13,845 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 537,376 | 10,897 | 0.0% | — | 4 | +537,376 | New | Q1 2026 | May 15, 2026 |
| FJ Capital Management LLC | History | Reduced | 412,273 | 8,360 | 0.94% | 0.91% | 5 | -672 | -0.16% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 368,621 | 7,475 | 0.82% | 0.81% | 6 | -5,858 | -1.56% | Q1 2026 | Apr 16, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 349,969 | 7,097 | 0.79% | 0.78% | 7 | +1,545 | 0.44% | Q1 2026 | May 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 295,304 | 5,990 | 0.0% | 0.0% | 8 | -52 | -0.02% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 217,398 | 4,408 | 0.0% | 0.0% | 9 | +4,197 | 1.97% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 206,711 | 4,192 | 0.0% | 0.0% | 10 | -37,394 | -15.32% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 198,116 | 4,017 | 0.02% | 0.02% | 11 | +2 | 0.0% | Q1 2026 | May 15, 2026 |
| Rhino Investment Partners, Inc | History | Added to | 118,580 | 2,404 | 0.67% | 0.54% | 12 | +23,740 | 25.03% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 108,342 | 2,197 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fourthstone LLC | History | Reduced | 108,178 | 2,193 | 0.37% | 0.42% | 14 | -3,696 | -3.3% | Q1 2026 | May 15, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 105,339 | 2,136 | 1.64% | 1.73% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 104,495 | 2,119 | 0.01% | 0.01% | 16 | +1,545 | 1.5% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 99,522 | 2,018 | 0.0% | 0.0% | 17 | +3,572 | 3.72% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 79,508 | 1,612 | 0.0% | — | 18 | +79,508 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 72,885 | 1,478 | 0.0% | — | 19 | +72,885 | New | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | New | 64,141 | 1,300 | 0.01% | — | 20 | +64,141 | New | Q1 2026 | May 01, 2026 |
| Meridian Financial Partners LLC | History | No change | 57,619 | 1,181 | 0.45% | 0.48% | 21 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 36,597 | 742 | 0.0% | 0.0% | 22 | +1,940 | 5.6% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 31,600 | 640 | 0.0% | 0.0% | 23 | +5,700 | 22.01% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 31,472 | 638 | 0.0% | — | 24 | +31,472 | New | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 31,402 | 636 | 0.0% | 0.0% | 25 | +8,653 | 38.04% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 31,207 | 632 | 0.0% | 0.0% | 26 | -1,251 | -3.85% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 28,488 | 577 | 0.0% | 0.0% | 27 | +184 | 0.65% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 25,245 | 511 | 0.0% | 0.0% | 28 | +9,025 | 55.64% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,719 | 501 | 0.01% | 0.01% | 29 | +369 | 1.52% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 22,713 | 459 | 0.0% | 0.0% | 30 | +18,996 | 511.06% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 21,760 | 441 | 0.0% | 0.0% | 31 | +1,047 | 5.05% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 21,299 | 431 | 0.0% | 0.0% | 32 | +1,146 | 5.69% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 21,017 | 426 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 20,843 | 423 | 0.0% | 0.0% | 34 | -676 | -3.14% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,385 | 413 | 0.0% | 0.0% | 35 | -10,875 | -34.79% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 16,672 | 338 | 0.0% | 0.0% | 36 | +104 | 0.63% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 16,632 | 337 | 0.0% | 0.0% | 37 | -211 | -1.25% | Q1 2026 | May 12, 2026 |
| KFA Private Wealth Group, LLC | History | New | 14,865 | 301 | 0.07% | — | 38 | +14,865 | New | Q1 2026 | Apr 20, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 12,706 | 258 | 0.02% | 0.02% | 39 | +796 | 6.68% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 11,042 | 223 | 0.0% | 0.0% | 40 | +827 | 8.1% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,986 | 222 | 0.0% | 0.0% | 41 | -1,904 | -14.77% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,411 | 211 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,589 | 194 | 0.0% | 0.0% | 43 | +2,535 | 35.94% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,720 | 156 | 0.0% | 0.0% | 44 | -8,591 | -52.67% | Q1 2026 | Jul 08, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,245 | 146 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,020 | 122 | 0.0% | 0.0% | 46 | +136 | 2.31% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,145 | 105 | 0.0% | 0.0% | 47 | -2,808 | -35.31% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,667 | 94 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,234 | 85 | 0.0% | — | 49 | +4,234 | New | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 3,370 | 68 | 0.0% | 0.0% | 50 | -16,667 | -83.18% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,375 | 68 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,480 | 50 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,748 | 35 | 0.0% | 0.0% | 53 | +1,205 | 221.92% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 1,600 | 32 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,260 | 25 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 1,165 | 23 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,047 | 21 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 917 | 18 | 0.0% | 0.0% | 58 | +619 | 207.72% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 684 | 13 | 0.0% | 0.0% | 59 | -91 | -11.74% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 475 | 9 | 0.0% | 0.0% | 60 | +43 | 9.95% | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 418 | 8 | 0.0% | 0.0% | 61 | -311 | -42.66% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 397 | 8 | 0.0% | 0.0% | 62 | +49 | 14.08% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 331 | 6 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | Added to | 246 | 4 | 0.0% | 0.0% | 64 | +11 | 4.68% | Q1 2026 | Apr 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 134 | 3 | 0.0% | 0.0% | 65 | +13 | 10.74% | Q1 2026 | Apr 28, 2026 |
| Optiver Holding B.V. | History | Reduced | 126 | 2 | 0.0% | 0.0% | 66 | -72 | -36.36% | Q1 2026 | Jun 02, 2026 |
| FMR LLC | History | Added to | 80 | 1 | 0.0% | 0.0% | 67 | +14 | 21.21% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 91 | 1 | 0.0% | 0.0% | 68 | -1 | -1.09% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,529 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,117 | -100.0% | Q1 2026 | May 15, 2026 |
| Hingham Institution for Savings | History | Closed out | 0 | 0 | — | 0.08% | — | -5,000 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -397 | -100.0% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Reduced | 4 | 0 | — | 0.0% | — | -85 | -95.51% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Reduced | 10 | 0 | — | — | — | -37 | -78.72% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 13 | 0 | — | — | — | -17 | -56.67% | Q1 2026 | May 21, 2026 |
| Allworth Financial LP | History | Added to | 10 | 0 | — | — | — | +7 | 233.33% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 24, 2026 |
| Basecamp Wealth Advisors LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Jun 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 4 | 0 | — | — | — | -3 | -42.86% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |