John Marshall Bancorp, Inc. - JMSB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 No change 984,411 21,460 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 534,570 11,653 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History Added to 405,365 9,205 0.92% 0.79% 4 +54,216 15.44% Q3 2026 Nov 04, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 360,042 8,176 0.82% 0.72% 5 +23,789 7.07% Q3 2026 Oct 08, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 299,601 6,805 0.0% 0.0% 6 -16,583 -5.24% Q3 2026 Nov 06, 2026
STATE STREET CORP History No change 218,522 4,763 0.0% 0.0% 7 0 0.0% Q2 2026 Sep 22, 2026
BANK OF AMERICA CORP /DE/ History No change 178,112 3,882 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 133,192 2,903 0.01% 0.01% 9 0 0.0% 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
ACADIAN ASSET MANAGEMENT LLC History Added to 102,784 2,326 0.0% 0.0% 11 +10,878 11.84% Q3 2026 Nov 09, 2026
Elizabeth Park Capital Advisors, Ltd. History No change 105,339 2,296 1.59% 1.59% 12 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 104,494 2,277 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 103,700 2,260 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 99,995 2,179 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History Added to 95,840 2,176 0.0% 0.0% 16 +7,637 8.66% Q3 2026 Nov 02, 2026
MARSHALL WACE, LLP History No change 98,090 2,138 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 84,517 1,842 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 82,862 1,806 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 64,333 1,402 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 11, 2026
Meridian Financial Partners LLC History No change 57,619 1,313 0.43% 0.43% 21 0 0.0% Q3 2026 Oct 23, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 56,295 1,278 0.0% 0.0% 22 +32,074 132.42% Q3 2026 Nov 04, 2026
GOLDMAN SACHS GROUP INC History No change 55,470 1,209 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 46,416 1,011 0.0% 0.0% 24 0 0.0% Q2 2026 Sep 02, 2026
Quantinno Capital Management LP History No change 45,500 991 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
Selective Wealth Management, Inc. History No change 41,103 936 0.22% 0.24% 26 0 0.0% Q3 2026 Oct 16, 2026
AQR CAPITAL MANAGEMENT LLC History No change 42,222 920 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 38,463 838 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 36,244 790 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Reduced 32,365 735 0.0% 0.0% 30 -1,589 -4.68% Q3 2026 Nov 05, 2026
Nuveen, LLC History Added to 29,491 669 0.0% 0.0% 32 +583 2.02% Q3 2026 Nov 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 30,689 669 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 27,586 601 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 24,310 529 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 22,461 490 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 21,550 469 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 21,086 459 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 21,016 458 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History Added to 19,401 440 0.0% 0.0% 39 +8,666 80.73% Q3 2026 Nov 10, 2026
Mariner, LLC History No change 17,836 388 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 16,796 366 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Reduced 15,359 348 0.0% 0.0% 42 -231 -1.48% Q3 2026 Nov 10, 2026
Blue Edge Capital, LLC History No change 15,500 337 0.04% 0.04% 43 0 0.0% Q2 2026 Aug 14, 2026
KFA Private Wealth Group, LLC History No change 14,865 337 0.08% 0.08% 44 0 0.0% Q3 2026 Oct 07, 2026
GSA CAPITAL PARTNERS LLP History No change 14,985 327 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 06, 2026
RAYMOND JAMES FINANCIAL INC History No change 14,631 318 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 14,077 306 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 13,898 303 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 13,505 294 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 12,505 283 0.0% 0.0% 50 0 0.0% Q3 2026 Nov 04, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 11,114 252 0.0% 0.0% 51 +6,474 139.53% Q3 2026 Nov 10, 2026
Russell Investments Group, Ltd. History Added to 10,510 239 0.0% 0.0% 52 +228 2.22% Q3 2026 Nov 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 10,674 232 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 19, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 10,624 231 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History Reduced 9,587 217 0.0% 0.0% 55 -1,418 -12.89% Q3 2026 Nov 06, 2026
Quadrature Capital Ltd History No change 9,274 202 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 8,433 183 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 7,245 157 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History Added to 6,885 156 0.0% 0.0% 59 +3,187 86.18% Q3 2026 Nov 06, 2026
JPMORGAN CHASE & CO History No change 6,288 137 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 5,805 126 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 4,667 101 0.0% 0.0% 62 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Global Advisers, LLC History No change 4,234 92 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 3,375 73 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 2,786 63 0.0% 0.0% 65 -1,736 -38.39% Q3 2026 Nov 09, 2026
STRS OHIO History Added to 2,200 49 0.0% 0.0% 66 +600 37.5% Q3 2026 Oct 30, 2026
Tower Research Capital LLC (TRC) History No change 2,256 49 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 11, 2026
Employees Retirement System of Texas History New 1,588 36 0.0% — 68 +1,588 New Q3 2026 Nov 10, 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
CITIGROUP INC History Reduced 901 20 0.0% 0.0% 71 -5,229 -85.3% Q3 2026 Nov 04, 2026
Versant Capital Management, Inc History Added to 665 15 0.0% 0.0% 72 +190 40.0% Q3 2026 Oct 01, 2026
Arax Advisory Partners History No change 318 6 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History Reduced 249 5 0.0% 0.0% 74 -5 -1.97% Q3 2026 Oct 22, 2026
GAMMA Investing LLC History No change 246 5 0.0% 0.0% 75 0 0.0% Q3 2026 Oct 08, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 162 3 0.0% — 78 +162 New Q3 2026 Oct 16, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 127 3 0.0% 0.0% 76 -7 -5.22% Q3 2026 Oct 22, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 174 3 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 24, 2026
FMR LLC History Added to 98 2 0.0% 0.0% 79 +4 4.26% Q3 2026 Nov 10, 2026
Allworth Financial LP History No change 99 2 0.0% 0.0% 80 0 0.0% Q3 2026 Nov 06, 2026
Larson Financial Group LLC History No change 99 2 0.0% 0.0% 81 0 0.0% Q3 2026 Nov 05, 2026
Optiver Holding B.V. History No change 126 2 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 12, 2026
Quarry LP History No change 135 2 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 62 1 0.0% — 86 +53 588.89% Q3 2026 Oct 08, 2026
SJS Investment Consulting Inc. History Added to 50 1 0.0% — 85 +49 4900.0% Q3 2026 Oct 26, 2026
IFP Advisors, Inc History Added to 77 1 0.0% — 84 +33 75.0% Q3 2026 Oct 16, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 13 0 — 0.0% — -318 -96.07% Q3 2026 Oct 20, 2026
ROTHSCHILD INVESTMENT LLC History Added to 42 0 — — — +29 223.08% Q3 2026 Nov 10, 2026
Global Retirement Partners, LLC History New 27 0 — — — +27 New Q3 2026 Nov 10, 2026
Root Financial Partners, LLC History New 25 0 — — — +25 New Q3 2026 Oct 21, 2026
EverSource Wealth Advisors, LLC History Added to 43 0 — — — +21 95.45% Q3 2026 Nov 04, 2026
Smartleaf Asset Management LLC History New 18 0 — — — +18 New Q3 2026 Nov 10, 2026
US BANCORP \DE\ History New 17 0 — — — +17 New Q3 2026 Nov 05, 2026
True Wealth Design, LLC History Added to 13 0 — — — +7 116.67% Q3 2026 Oct 13, 2026
Covestor Ltd History Added to 7 0 — — — +4 133.33% Q3 2026 Oct 30, 2026
Essential Partners LLC History Added to 44 0 — — — +2 4.76% Q3 2026 Oct 14, 2026
Caitong International Asset Management Co., Ltd History New 2 0 — — — +2 New Q3 2026 Oct 29, 2026
Clearstead Advisors, LLC History New 1 0 — — — +1 New Q3 2026 Nov 06, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 07, 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
Keating Financial Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 14, 2026