Company · Ownership research

John Marshall Bancorp, Inc. JMSB

CIK 0001710482 · CUSIP 47805L101

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 53 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$29.02M 1,619,249 shares	0.02%	+59.03K(+3.80%)Added	SEC filing ↗ May 15, 2024	▾
02	BlackRock Inc. CIK 1364742 · View history	$15.19M 847,548 shares	0.00%	-32.51K(-3.70%)Reduced	SEC filing ↗ May 10, 2024	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$11.08M 618,043 shares	0.00%	+7.62K(+1.20%)Added	SEC filing ↗ May 10, 2024	▾
04	TOTH FINANCIAL ADVISORY CORP CIK 866780 · View history	$8.05M 449,194 shares	1.01%	-35.45K(-7.30%)Reduced	SEC filing ↗ Apr 16, 2024	▾
05	EVERMAY WEALTH MANAGEMENT LLC CIK 1066816 · View history	$5.98M 333,980 shares	0.90%	0(0.00%)Unchanged	SEC filing ↗ May 14, 2024	▾
06	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$4.92M 274,369 shares	0.00%	+11.58K(+4.40%)Added	SEC filing ↗ May 13, 2024	▾
07	FJ Capital Management LLC CIK 1599170 · View history	$3.86M 215,655 shares	0.39%	+117.61K(+120.00%)Added	SEC filing ↗ May 14, 2024	▾
08	STATE STREET CORP CIK 93751 · View history	$3.51M 195,786 shares	0.00%	+2.94K(+1.50%)Added	SEC filing ↗ May 15, 2024	▾
09	Elizabeth Park Capital Advisors, Ltd. CIK 1600583 · View history	$3.16M 176,071 shares	2.62%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2024	▾
10	BROWN ADVISORY INC CIK 1345929 · View history	$2.29M 127,914 shares	0.00%	-300(-0.20%)Reduced	SEC filing ↗ Apr 24, 2024	▾
11	NORTHERN TRUST CORP CIK 73124 · View history	$1.95M 108,866 shares	0.00%	-1.68K(-1.50%)Reduced	SEC filing ↗ May 14, 2024	▾
12	BANK OF AMERICA CORP /DE/ CIK 70858 · Amended · View history	$1.61M 89,632 shares	0.00%	+7.88K(+9.60%)Added	SEC filing ↗ May 15, 2024	▾
13	Cresset Asset Management, LLC CIK 1761013 · View history	$1.35M 75,294 shares	0.01%	-220(-0.30%)Reduced	SEC filing ↗ May 15, 2024	▾
14	Meridian Financial Partners LLC CIK 1763722 · View history	$1.06M 64,930 shares	1.36%	0(0.00%)Unchanged	SEC filing ↗ Apr 17, 2024	▾
15	Halpern Financial, Inc. CIK 1994335 · View history	$883.21K 49,730 shares	0.26%	0(0.00%)Unchanged	SEC filing ↗ Apr 9, 2024	▾
16	CIBC Private Wealth Group LLC CIK 1298088 · View history	$627.05K 36,204 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 10, 2024	▾
17	Nuveen Asset Management, LLC CIK 1521019 · View history	$611.81K 34,141 shares	0.00%	+1.19K(+3.60%)Added	SEC filing ↗ May 13, 2024	▾
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$590.11K 32,930 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 9, 2024	▾
19	Bank of New York Mellon Corp CIK 1390777 · View history	$588.74K 32,854 shares	0.00%	-4.55K(-12.20%)Reduced	SEC filing ↗ Apr 25, 2024	▾
20	Imprint Wealth LLC CIK 1972653 · View history	$588.38K 33,971 shares	0.14%	+33.97KNew	SEC filing ↗ May 10, 2024	▾

Showing 20 / 53 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

5,658,397

Not deduplicated across managers

Disclosed value

$101.24M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

John Marshall Bancorp, Inc. · Q1 2024

Explore all 53 reporting institutions.

This page includes 20 of 53 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.