John Marshall Bancorp Ownership | Who Owns John Marshall Bancorp?

John Marshall Bancorp Ownership Summary

John Marshall Bancorp is owned by 41.11% institutional investors, 12.44% insiders, and 46.46% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 11.62% of JMSB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 8.09% of its assets in John Marshall Bancorp shares.

JMSB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	John Marshall Bancorp	41.11%	12.44%	46.46%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	1.64M	11.62%	$28.63M
Blackrock	856.75K	6.06%	$14.94M
Vanguard group	624.64K	4.42%	$10.89M
Toth financial advisory	470.35K	3.33%	$8.20M
Evermay wealth management	333.98K	2.36%	$5.90M
Geode capital management	283.52K	2.01%	$4.95M
Fj capital management	253.34K	1.79%	$4.42M
State street	196.40K	1.39%	$3.47M
Elizabeth park capital advisors	164.07K	1.16%	$2.86M
Brown advisory	127.91K	0.91%	$2.23M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Elizabeth park capital advisors	164.07K	2.48%	$2.86M
Toth financial advisory	470.35K	1.04%	$8.20M
Evermay wealth management	333.98K	0.95%	$5.90M
Meridian financial partners	64.93K	0.73%	$1.23M
Fj capital management	253.34K	0.46%	$4.42M
Halpern financial	49.73K	0.24%	$867.29M
Patton albertson miller group	18.75K	0.05%	$327.02K
T. rowe price investment management	1.64M	0.02%	$28.63M
Cresset asset management	90.18K	0.01%	$1.60M
Brown advisory	127.91K	0.00%	$2.23M

Top Buyers

Holder	Shares	% Assets	Change
Fj capital management	253.34K	0.46%	37.69K
Susquehanna group, llp	27.10K	0.00%	27.10K
T. rowe price investment management	1.64M	0.02%	22.40K
Toth financial advisory	470.35K	1.04%	21.16K
Cresset asset management	90.18K	0.01%	14.88K

Top Sellers

Holder	Shares	% Assets	Change
Jpmorgan chase	7.71K	-	-19.00K
Bank of america corp /de/	73.34K	0.00%	-16.29K
Elizabeth park capital advisors	164.07K	2.48%	-12.00K
Jane street group	-	-	-11.72K
Lincoln national	-	-	-11.59K

New Positions

Holder	Shares	% Assets	Change	Value
Susquehanna group, llp	27.10K	0.00%	27.10K	$472.62K
Advisor group	11.77K	0.00%	11.77K	$205.18K
Corebridge financial	6.74K	0.00%	6.74K	$117.49K
Mirae asset global etfs	6.51K	0.00%	6.51K	$113.50K
Russell investments group	465.00	-	465.00	$8.11K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Qube research	-16.00
Metropolitan life insurance co/ny	-771.00
Eversource wealth advisors	-1.80K
American group	-6.14K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	55	5.77%	5,825,917	1.94%	41	2.53%	25	-3.85%	15	25.00%
Jun 30, 2024	51	-	5,715,213	1.00%	40	2.52%	26	44.44%	11	-35.29%
Mar 31, 2024	51	2.00%	5,658,395	2.50%	40	2.60%	18	-25.00%	17	13.33%
Dec 31, 2023	50	2.04%	5,520,178	4.57%	39	2.79%	24	14.29%	15	66.67%
Sep 30, 2023	49	-2.00%	5,278,923	0.18%	37	2.68%	21	-12.50%	9	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	1.15M	8.09%	19.81K
T. Rowe Price U.S. SC Value Eq Tr-Z	594.34K	4.18%	68.02K
Vanguard Total Stock Mkt Idx Inv	367.54K	2.58%	-
iShares Russell 2000 ETF	316.47K	2.22%	-714.00
Vanguard Institutional Extnd Mkt Idx Tr	184.80K	1.30%	-
Fidelity Small Cap Index	128.90K	0.91%	-809.00
iShares Russell 2000 Value ETF	119.42K	0.84%	-
Fidelity Extended Market Index	72.33K	0.51%	-837.00
Vanguard Russell 2000 ETF	57.04K	0.40%	-340.00
State St Russell Sm Cap® Indx SL Cl I	41.94K	0.29%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 11, 2024	Nguonly Lim	-	Sell	$30.76K
Dec 10, 2024	Nguonly Lim	-	Sell	$60.24K
Nov 25, 2024	Nguonly Lim	-	Sell	$144.00K
Nov 20, 2024	Mahan Oscar Leland	-	Sell	$91.04
Nov 20, 2024	Mahan Oscar Leland	-	Sell	$363.04

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	115
2024 Q3	-	-
2024 Q2	25	-
2023 Q4	1	-
2023 Q3	7	10

JMSB Ownership FAQ

Who Owns John Marshall Bancorp?

John Marshall Bancorp shareholders are primarily institutional investors at 41.10%, followed by 12.44% insiders and 46.46% retail investors. The average institutional ownership in John Marshall Bancorp's industry, Regional Banks Stocks, is 51.67%, which John Marshall Bancorp falls below.

Who owns the most shares of John Marshall Bancorp?

John Marshall Bancorp’s largest shareholders are T. rowe price investment management (1.64M shares, 11.62%), Blackrock (856.75K shares, 6.06%), and Vanguard group (624.64K shares, 4.42%). Together, they hold 22.10% of John Marshall Bancorp’s total shares outstanding.

Does Blackrock own John Marshall Bancorp?

Yes, BlackRock owns 6.06% of John Marshall Bancorp, totaling 856.75K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 14.94M$. In the last quarter, BlackRock increased its holdings by 9.2K shares, a 1.09% change.

Who is John Marshall Bancorp’s biggest shareholder by percentage of total assets invested?

Elizabeth park capital advisors is John Marshall Bancorp’s biggest shareholder by percentage of total assets invested, with 2.48% of its assets in 164.07K John Marshall Bancorp shares, valued at 2.86M$.

Who is the top mutual fund holder of John Marshall Bancorp shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of John Marshall Bancorp shares, with 8.09% of its total shares outstanding invested in 1.15M John Marshall Bancorp shares.

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