Vault-13

JOHN MARSHALL BANCORP INC JMSB

COM · Common Stock · CUSIP 47805L101

95 institutional holders +16 vs Q1 2026
6,960,3477.0m shares reported held*
49.3% of all shares outstanding*
$151.8mreported value*
23 new 38 added 15 reduced 5 sold out net bought ≈ $2.0m (+91.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($66.7k this quarter). Holder counts are more reliable. Shares outstanding: 14.1m as of 2026-07-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $21.80.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 48Q4 22: 54Q1 23: 54Q2 23: 52Q3 23: 51Q4 23: 52Q1 24: 53Q2 24: 53Q3 24: 55Q4 24: 55Q1 25: 55Q2 25: 63Q3 25: 68Q4 25: 73Q1 26: 79Q2 26: 9595Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202248
Q4 202254
Q1 202354
Q2 202352
Q3 202351
Q4 202352
Q1 202453
Q2 202453
Q3 202455
Q4 202455
Q1 202555
Q2 202563
Q3 202568
Q4 202573
Q1 202679
Q2 202695

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 23 bought or addedQ3 24: 19 cut or sold outQ4 24: 28 bought or addedQ4 24: 15 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 26 cut or sold outQ2 25: 32 bought or addedQ2 25: 23 cut or sold outQ2 25Q3 25: 32 bought or addedQ3 25: 17 cut or sold outQ4 25: 28 bought or addedQ4 25: 26 cut or sold outQ4 25Q1 26: 37 bought or addedQ1 26: 26 cut or sold outQ2 26: 61 bought or addedQ2 26: 20 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242319
Q4 20242815
Q1 20251826
Q2 20253223
Q3 20253217
Q4 20252826
Q1 20263726
Q2 20266120

Biggest buyers

BlackRock, Inc. Added +109,048+109.0k
MACKENZIE FINANCIAL CORP New +88,203+88.2k
RENAISSANCE TECHNOLOGIES LLC Added +72,100+72.1k
ACADIAN ASSET MANAGEMENT LLC Added +69,193+69.2k
MARSHALL WACE, LLP Added +66,618+66.6k
Selective Wealth Management, Inc. New +41,103+41.1k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +30,689+30.7k
MILLENNIUM MANAGEMENT LLC New +27,586+27.6k
CITADEL ADVISORS LLC Added +26,031+26.0k
Trexquant Investment LP New +24,310+24.3k

Biggest sellers

FJ Capital Management LLC Sold out -412,273-412.3k
Rhino Investment Partners, Inc Sold out -118,580-118.6k
Fourthstone LLC Sold out -108,178-108.2k
MAI Capital Management Reduced -64,924-64.9k
TOTH FINANCIAL ADVISORY CORP Reduced -32,368-32.4k
BANK OF AMERICA CORP /DE/ Reduced -28,599-28.6k
JANE STREET GROUP, LLC Sold out -10,986-11.0k
Advisory Services Network, LLC Reduced -3,169-3.2k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -2,806-2.8k
OSAIC HOLDINGS, INC. Reduced -1,978-2.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
T. Rowe Price Investment Management, Inc. 13G · institution filed 2025-02-14 13.7% 1.9m≈ $42.4m 2025-02-14

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 3 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 3 buyingQ2 25: 1 sellingQ3 25: 3 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 2 buyingQ2 26: 0 sellingQ3 26: 2 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—3$684.3k—
Q1 20251$65.1k0——
Q2 20253$199.2k1$87.6k—
Q3 20253$358.3k0——
Q4 20251$77.2k0——
Q1 20260—0——
Q2 20262$52.1k0——
Q3 20262$57.1k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-26 Kinney Jonathan Craig Director · See footnote Bought 1,238 $22.92 $28.4k1.2k shares +<1%
2026-08-26 Kinney Jonathan Craig Director Bought 1,119 $22.92 $25.6k1.1k shares +<1%
2026-08-26 Chase Philip Director Bought 133 $22.96 $3.1k133 shares +<1%
2026-06-03 Kinney Jonathan Craig Director · See footnote Bought 1,208 $21.03 $25.4k1.2k shares +<1%
2026-06-03 Kinney Jonathan Craig Director Bought 1,092 $21.03 $23.0k1.1k shares +<1%
2026-06-03 Mahan Oscar Leland Director Bought 179 $21.03 $3.8k179 shares +<1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 T. Rowe Price Investment Management, Inc. 0.03% of their portfolio BALTIMORE, MD 1,965,5312.0m $42.8m $42.8m 0.03% Unchanged
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 984,411984.4k $21.5m $21.5m 0.00% Added +109.0k +109,048
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 534,570534.6k $11.7m $11.7m 0.00% Reduced -2.8k -2,806
4 EVERMAY WEALTH MANAGEMENT LLC 0.79% of their portfolio ARLINGTON, VA 351,149351.1k $7.7m $7.7m 0.79% Added +1.2k +1,180
5 TOTH FINANCIAL ADVISORY CORP 0.72% of their portfolio LEESBURG, VA 336,253336.3k $7.3m $7.3m 0.72% Reduced -32.4k -32,368
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 316,184316.2k $6.9m $6.9m 0.00% Added +20.9k +20,880
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 218,522218.5k $4.8m $4.8m 0.00% Added +1.1k +1,124
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 178,112178.1k $3.9m $3.9m 0.00% Reduced -28.6k -28,599
9 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 133,192133.2k $2.9m $2.9m 0.01% Reduced -64.9k -64,924
10 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 108,342108.3k $2.4m $2.4m 0.00% Unchanged
11 Elizabeth Park Capital Advisors, Ltd. 1.59% of their portfolio PEPPER PIKE, OH 105,339105.3k $2.3m $2.3m 1.59% Unchanged
12 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 104,494104.5k $2.3m $2.3m 0.01% Reduced -1 -1
13 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 103,700103.7k $2.3m $2.3m 0.00% Added +72.1k +72,100
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 99,995100.0k $2.2m $2.2m 0.00% Added +473 +473
15 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 98,09098.1k $2.1m $2.1m 0.00% Added +66.6k +66,618
16 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 91,90691.9k $2.0m $2.0m 0.00% Added +69.2k +69,193
17 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 88,20388.2k $1.9m $1.9m 0.00% New
18 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 84,51784.5k $1.8m $1.8m 0.00% Added +11.6k +11,632
19 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 82,86282.9k $1.8m $1.8m 0.00% Added +3.4k +3,354
20 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 64,33364.3k $1.4m $1.4m 0.01% Added +192 +192
21 Meridian Financial Partners LLC 0.43% of their portfolio WARRENTON, VA 57,61957.6k $1.3m $1.3m 0.43% Unchanged
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 55,47055.5k $1.2m $1.2m 0.00% Added +24.1k +24,068
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 46,41646.4k $1.0m $1.0m 0.00% Added +26.0k +26,031
24 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 45,50045.5k $991.9k $991.9k 0.00% Added +20.3k +20,255
25 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 42,22242.2k $920.4k $920.4k 0.00% Added +20.5k +20,462
26 Selective Wealth Management, Inc. 0.24% of their portfolio FOREST, VA 41,10341.1k $911.7k $911.7k 0.24% New
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 38,46338.5k $838.5k $838.5k 0.00% Added +1.9k +1,866
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 36,24436.2k $790.1k $790.1k 0.00% Added +14.9k +14,945
29 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 33,95434.0k $740.2k $740.2k 0.00% Added +2.7k +2,747
30 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 30,68930.7k $669.0k $669.0k 0.00% New
31 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 28,90828.9k $630.2k $630.2k 0.00% Added +420 +420
32 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 27,58627.6k $601.4k $601.4k 0.00% New
33 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 24,31024.3k $530.0k $530.0k 0.00% New
34 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 24,22124.2k $528.1k $528.1k 0.00% New
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 22,46122.5k $490.0k $490.0k 0.00% Added +1.6k +1,618
36 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 21,55021.6k $469.8k $469.8k 0.01% Reduced -3.2k -3,169
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 21,08621.1k $459.7k $459.7k 0.00% New
38 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 21,01621.0k $458.1k $458.1k 0.01% Reduced -1 -1
39 Mariner, LLC 0.00% of their portfolio Overland Park, KS 17,83617.8k $388.8k $388.8k 0.00% Added +1.2k +1,164
40 Man Group plc 0.00% of their portfolio LONDON, X0 16,79616.8k $366.2k $366.2k 0.00% New
41 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 15,59015.6k $339.9k $339.9k 0.00% Reduced -1.0k -1,042
42 Blue Edge Capital, LLC 0.04% of their portfolio RICHMOND, VA 15,50015.5k $337.9k $337.9k 0.04% New
43 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 14,98515.0k $327.0k $327.0k 0.02% Added +2.3k +2,279
44 KFA Private Wealth Group, LLC 0.08% of their portfolio Tysons, VA 14,86514.9k $324.1k $324.1k 0.08% Unchanged
45 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 14,63114.6k $319.0k $319.0k 0.00% New
46 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 14,07714.1k $306.9k $306.9k 0.00% New
47 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 13,89813.9k $303.0k $303.0k 0.00% New
48 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 13,50513.5k $294.4k $294.4k 0.00% Added +5.8k +5,785
49 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 12,50512.5k $272.6k $272.6k 0.00% New
50 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 11,00511.0k $239.9k $239.9k 0.00% Added +1.4k +1,416
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,73510.7k $234.0k $234.0k 0.00% Reduced -307 -307
52 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,67410.7k $232.7k $232.7k 0.00% New
53 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio FORT LAUDERDALE, FL 10,62410.6k $231.6k $231.6k 0.01% New
54 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 10,28210.3k $224.3k $224.3k 0.00% Added +9.2k +9,235
55 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 9,2749.3k $202.2k $202.2k 0.00% New
56 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,4338.4k $183.8k $183.8k 0.00% Reduced -2.0k -1,978
57 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 7,2457.2k $157.9k $157.9k 0.00% Unchanged
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,2886.3k $137.5k $137.5k 0.00% Added +1.1k +1,143
59 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,1306.1k $133.6k $133.6k 0.00% Added +5.2k +5,213
60 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 5,8055.8k $126.5k $126.5k 0.00% Reduced -215 -215
61 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,6674.7k $101.7k $101.7k 0.00% Unchanged
62 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 4,6404.6k $101.2k $101.2k 0.00% New
63 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,5224.5k $98.6k $98.6k 0.00% Added +2.0k +2,042
64 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 4,2344.2k $92.3k $92.3k 0.00% Unchanged
65 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,6983.7k $80.6k $80.6k 0.00% Added +328 +328
66 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 3,3753.4k $73.6k $73.6k 0.00% Unchanged
67 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,2562.3k $49.2k $49.2k 0.00% Added +508 +508
68 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 1,6001.6k $34.9k $34.9k 0.00% Unchanged
69 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,2601.3k $27.5k $27.5k 0.00% Unchanged
70 Legal & General Group Plc 0.00% of their portfolio London, X0 1,1651.2k $25.4k $25.4k 0.00% Unchanged
71 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 475475 $10.4k $10.4k 0.00% Unchanged
72 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 331331 $7.2k $7.2k 0.00% Unchanged
73 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 318318 $6.9k $6.9k 0.00% Added +308 +308
74 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 254254 $5.5k $5.5k 0.00% Reduced -164 -164
75 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 246246 $5.4k $5.4k 0.00% Unchanged
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 174174 $3.8k $3.8k 0.00% Reduced -510 -510
77 Quarry LP 0.00% of their portfolio NEW YORK, NY 135135 $2.9k $2.9k 0.00% New
78 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 134134 $3.0k $3.0k 0.00% Unchanged
79 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 126126 $2.7k $2.7k 0.00% Unchanged
80 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 119119 $2.6k $2.6k 0.00% New
81 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 9999 $2.2k $2.2k 0.00% Added +89 +89
82 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 9999 $2.2k $2.2k 0.00% New
83 FMR LLC 0.00% of their portfolio BOSTON, MA 9494 $2.0k $2.0k 0.00% Added +14 +14
84 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4444 $959 $959 0.00% Added +40 +40
85 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 4242 $916 $916 0.00% Added +29 +29
86 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2222 $480 $480 0.00% Reduced -69 -69
87 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1919 $414 $414 0.00% Unchanged
88 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1313 $283 $283 0.00% Added +11 +11
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 99 $196 $196 0.00% New
90 Basecamp Wealth Advisors LLC 0.00% of their portfolio BELLEVUE, WA 88 $174 $174 0.00% Added +3 +3
91 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 66 $131 $131 0.00% Added +5 +5
92 Covestor Ltd 0.00% of their portfolio LONDON, X0 33 $0 $0 0.00% Reduced -1 -1
93 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 11 $22 $22 0.00% New
94 Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio SIOUX FALLS, SD 11 $22 $22 0.00% New
95 Keating Financial Advisory Services, Inc. 0.00% of their portfolio MANHATTAN, KS 11 $22 $22 0.00% Unchanged