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 | No change | 1,965,531 | 42,849 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 984,411 | 21,460 | 0.0% | 0.0% | 2 | +109,048 | 12.46% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 534,570 | 11,653 | 0.0% | 0.0% | 3 | -2,806 | -0.52% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 351,149 | 7,655 | 0.79% | 0.79% | 4 | +1,180 | 0.34% | Q2 2026 | Jul 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 336,253 | 7,330 | 0.72% | 0.82% | 5 | -32,368 | -8.78% | Q2 2026 | Jul 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 316,184 | 6,894 | 0.0% | 0.0% | 6 | +20,880 | 7.07% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 218,522 | 4,763 | 0.0% | 0.0% | 7 | +1,124 | 0.52% | Q2 2026 | Sep 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 178,112 | 3,882 | 0.0% | 0.0% | 8 | -28,599 | -13.84% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Reduced | 133,192 | 2,903 | 0.01% | 0.02% | 9 | -64,924 | -32.77% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 108,342 | 2,361 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 105,339 | 2,296 | 1.59% | 1.64% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 104,494 | 2,277 | 0.01% | 0.01% | 12 | -1 | -0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 103,700 | 2,260 | 0.0% | 0.0% | 13 | +72,100 | 228.16% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 99,995 | 2,179 | 0.0% | 0.0% | 14 | +473 | 0.48% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 98,090 | 2,138 | 0.0% | 0.0% | 15 | +66,618 | 211.67% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 91,906 | 1,995 | 0.0% | 0.0% | 16 | +69,193 | 304.64% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 88,203 | 1,922 | 0.0% | — | 17 | +88,203 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 84,517 | 1,842 | 0.0% | 0.0% | 18 | +11,632 | 15.96% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 82,862 | 1,806 | 0.0% | 0.0% | 19 | +3,354 | 4.22% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 64,333 | 1,402 | 0.01% | 0.01% | 20 | +192 | 0.3% | Q2 2026 | Aug 11, 2026 |
| Meridian Financial Partners LLC | History | No change | 57,619 | 1,264 | 0.43% | 0.45% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 55,470 | 1,209 | 0.0% | 0.0% | 22 | +24,068 | 76.64% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 46,416 | 1,011 | 0.0% | 0.0% | 23 | +26,031 | 127.7% | Q2 2026 | Sep 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,500 | 991 | 0.0% | 0.0% | 24 | +20,255 | 80.23% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 42,222 | 920 | 0.0% | 0.0% | 25 | +20,462 | 94.03% | Q2 2026 | Aug 14, 2026 |
| Selective Wealth Management, Inc. | History | New | 41,103 | 911 | 0.24% | — | 26 | +41,103 | New | Q2 2026 | Jul 20, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 38,463 | 838 | 0.0% | 0.0% | 27 | +1,866 | 5.1% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 36,244 | 790 | 0.0% | 0.0% | 28 | +14,945 | 70.17% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 33,954 | 740 | 0.0% | 0.0% | 29 | +2,747 | 8.8% | Q2 2026 | Aug 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 30,689 | 669 | 0.0% | — | 30 | +30,689 | New | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 28,908 | 630 | 0.0% | 0.0% | 31 | +420 | 1.47% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 27,586 | 601 | 0.0% | — | 32 | +27,586 | New | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 24,310 | 529 | 0.0% | — | 33 | +24,310 | New | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 24,221 | 528 | 0.0% | — | 34 | +24,221 | New | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 22,461 | 490 | 0.0% | 0.0% | 35 | +1,618 | 7.76% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 21,550 | 469 | 0.01% | 0.01% | 36 | -3,169 | -12.82% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | New | 21,086 | 459 | 0.0% | — | 37 | +21,086 | New | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 21,016 | 458 | 0.01% | 0.01% | 38 | -1 | -0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 17,836 | 388 | 0.0% | 0.0% | 39 | +1,164 | 6.98% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | New | 16,796 | 366 | 0.0% | — | 40 | +16,796 | New | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 15,590 | 339 | 0.0% | 0.0% | 41 | -1,042 | -6.27% | Q2 2026 | Aug 11, 2026 |
| Blue Edge Capital, LLC | History | New | 15,500 | 337 | 0.04% | — | 42 | +15,500 | New | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 14,985 | 327 | 0.02% | 0.02% | 43 | +2,279 | 17.94% | Q2 2026 | Aug 06, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 14,865 | 324 | 0.08% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 14,631 | 318 | 0.0% | — | 45 | +14,631 | New | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 14,077 | 306 | 0.0% | — | 46 | +14,077 | New | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | New | 13,898 | 303 | 0.0% | — | 47 | +13,898 | New | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,505 | 294 | 0.0% | 0.0% | 48 | +5,785 | 74.94% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | New | 12,505 | 272 | 0.0% | — | 49 | +12,505 | New | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 11,005 | 239 | 0.0% | 0.0% | 50 | +1,416 | 14.77% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 10,735 | 234 | 0.0% | 0.0% | 51 | -307 | -2.78% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,674 | 232 | 0.0% | — | 52 | +10,674 | New | Q2 2026 | Aug 19, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 10,624 | 231 | 0.01% | — | 53 | +10,624 | New | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 10,282 | 224 | 0.0% | 0.0% | 54 | +9,235 | 882.04% | Q2 2026 | Aug 06, 2026 |
| Quadrature Capital Ltd | History | New | 9,274 | 202 | 0.0% | — | 55 | +9,274 | New | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,433 | 183 | 0.0% | 0.0% | 56 | -1,978 | -19.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,245 | 157 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,288 | 137 | 0.0% | 0.0% | 58 | +1,143 | 22.22% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 6,130 | 133 | 0.0% | 0.0% | 59 | +5,213 | 568.48% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,805 | 126 | 0.0% | 0.0% | 60 | -215 | -3.57% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 4,640 | 101 | 0.0% | — | 62 | +4,640 | New | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,667 | 101 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 4,522 | 98 | 0.0% | 0.0% | 63 | +2,042 | 82.34% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,234 | 92 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 3,698 | 80 | 0.0% | 0.0% | 65 | +328 | 9.73% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,375 | 73 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,256 | 49 | 0.0% | 0.0% | 67 | +508 | 29.06% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | No change | 1,600 | 34 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,260 | 27 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,165 | 25 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 475 | 10 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CWM, LLC | History | No change | 397 | 8 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 331 | 7 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | Added to | 318 | 6 | 0.0% | — | 74 | +308 | 3080.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 254 | 5 | 0.0% | 0.0% | 75 | -164 | -39.23% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | No change | 246 | 5 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 174 | 3 | 0.0% | 0.0% | 78 | -510 | -74.56% | Q2 2026 | Aug 24, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 134 | 3 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | New | 135 | 2 | 0.0% | — | 83 | +135 | New | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | New | 99 | 2 | 0.0% | — | 82 | +99 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 99 | 2 | 0.0% | — | 80 | +89 | 890.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 94 | 2 | 0.0% | 0.0% | 79 | +14 | 17.5% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 126 | 2 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -412,273 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Rhino Investment Partners, Inc | History | Closed out | 0 | 0 | — | 0.67% | — | -118,580 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -108,178 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,986 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 22 | 0 | — | 0.0% | — | -69 | -75.82% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Added to | 44 | 0 | — | — | — | +40 | 1000.0% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | Added to | 42 | 0 | — | — | — | +29 | 223.08% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 13 | 0 | — | — | — | +11 | 550.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Jul 17, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Jul 29, 2026 |
| True Wealth Design, LLC | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q2 2026 | Jul 16, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 8 | 0 | — | — | — | +3 | 60.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |