John Marshall Bancorp, Inc. - JMSB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 871,630 | 17,423 | 0.0% | 0.0% | 1 | +571 | 0.07% | Q4 2025 | Feb 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 699,213 | 13,978 | 0.01% | 0.02% | 2 | -1,315,599 | -65.3% | Q4 2025 | Feb 19, 2026 |
| VANGUARD GROUP INC | History | Added to | 692,614 | 13,845 | 0.0% | 0.0% | 3 | +42,947 | 6.61% | Q4 2025 | Jan 29, 2026 |
| FJ Capital Management LLC | History | Reduced | 412,945 | 8,254 | 0.91% | 0.91% | 4 | -16,963 | -3.95% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 374,479 | 7,485 | 0.81% | 0.83% | 5 | -16,268 | -4.16% | Q4 2025 | Jan 20, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 348,424 | 6,964 | 0.78% | 0.79% | 6 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 295,356 | 5,905 | 0.0% | 0.0% | 7 | +1,663 | 0.57% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 244,105 | 4,879 | 0.0% | 0.0% | 8 | -10,185 | -4.01% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 213,201 | 4,261 | 0.0% | 0.0% | 9 | +323 | 0.15% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 198,114 | 3,960 | 0.02% | 0.02% | 10 | +3 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fourthstone LLC | History | Added to | 111,874 | 2,236 | 0.42% | 0.37% | 11 | +7,233 | 6.91% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | No change | 108,342 | 2,165 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 105,339 | 2,105 | 1.73% | 1.69% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 102,950 | 2,057 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 95,950 | 1,918 | 0.0% | 0.0% | 15 | -5,106 | -5.05% | Q4 2025 | Feb 17, 2026 |
| Rhino Investment Partners, Inc | History | Added to | 94,840 | 1,895 | 0.54% | 0.25% | 16 | +54,119 | 132.9% | Q4 2025 | Feb 17, 2026 |
| Meridian Financial Partners LLC | History | No change | 57,619 | 1,219 | 0.48% | 0.45% | 17 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 34,657 | 692 | 0.0% | 0.0% | 18 | -1,683 | -4.63% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 32,458 | 648 | 0.0% | 0.0% | 19 | -278 | -0.85% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 31,260 | 624 | 0.0% | 0.0% | 20 | +10,922 | 53.7% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 28,304 | 565 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 25,900 | 517 | 0.0% | — | 22 | +25,900 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,350 | 486 | 0.01% | 0.0% | 23 | +7,493 | 44.45% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 22,749 | 454 | 0.0% | 0.0% | 24 | +8,302 | 57.47% | Q4 2025 | Mar 25, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,519 | 430 | 0.0% | — | 25 | +21,519 | New | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | No change | 21,017 | 420 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 20,713 | 414 | 0.0% | — | 27 | +20,713 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 20,153 | 402 | 0.0% | 0.0% | 28 | +4,224 | 26.52% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 20,037 | 400 | 0.0% | 0.0% | 29 | -1,310 | -6.14% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 16,843 | 336 | 0.0% | 0.0% | 30 | -2,079 | -10.99% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 16,568 | 331 | 0.0% | 0.0% | 31 | +64 | 0.39% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,311 | 326 | 0.0% | 0.0% | 32 | +4,481 | 37.88% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 16,529 | 324 | 0.0% | — | 33 | +16,529 | New | Q4 2025 | Jan 08, 2026 |
| Quantinno Capital Management LP | History | New | 16,220 | 324 | 0.0% | — | 34 | +16,220 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 13,117 | 262 | 0.0% | 0.0% | 35 | -7,550 | -36.53% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,890 | 257 | 0.0% | 0.0% | 36 | -6,822 | -34.61% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 11,910 | 238 | 0.02% | — | 37 | +11,910 | New | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,411 | 208 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 10,215 | 204 | 0.0% | 0.0% | 39 | -2,872 | -21.95% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,953 | 158 | 0.0% | 0.0% | 40 | -3,595 | -31.13% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,245 | 144 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,054 | 141 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,884 | 117 | 0.0% | 0.0% | 43 | +11 | 0.19% | Q4 2025 | Feb 17, 2026 |
| Hingham Institution for Savings | History | New | 5,000 | 99 | 0.08% | — | 44 | +5,000 | New | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,667 | 93 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 3,717 | 73 | 0.0% | — | 46 | +3,717 | New | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,375 | 67 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 2,480 | 49 | 0.0% | 0.0% | 48 | -1,846 | -42.67% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 1,600 | 31 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,260 | 25 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 1,165 | 23 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,047 | 20 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 775 | 15 | 0.0% | 0.0% | 53 | -133 | -14.65% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 729 | 14 | 0.0% | 0.0% | 54 | -143 | -16.4% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 543 | 10 | 0.0% | 0.0% | 55 | -125 | -18.71% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 432 | 8 | 0.0% | 0.0% | 57 | +176 | 68.75% | Q4 2025 | Jan 08, 2026 |
| AMALGAMATED BANK | History | Added to | 397 | 8 | 0.0% | 0.0% | 56 | +2 | 0.51% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 348 | 7 | 0.0% | 0.0% | 58 | +26 | 8.07% | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 331 | 6 | 0.0% | 0.0% | 59 | -369 | -52.71% | Q4 2025 | Jan 15, 2026 |
| CITIGROUP INC | History | Added to | 298 | 5 | 0.0% | 0.0% | 60 | +151 | 102.72% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 235 | 4 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Optiver Holding B.V. | History | No change | 198 | 3 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Reduced | 89 | 2 | 0.0% | 0.0% | 64 | -7 | -7.29% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 121 | 2 | 0.0% | 0.0% | 63 | -2 | -1.63% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 92 | 1 | 0.0% | 0.0% | 66 | -13 | -12.38% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 66 | 1 | 0.0% | 0.0% | 65 | -8 | -10.81% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,530 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,802 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,452 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Arax Advisory Partners | History | Added to | 47 | 0 | — | — | — | +11 | 30.56% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |