John Marshall Bancorp Ownership | Who Owns John Marshall Bancorp?

John Marshall Bancorp Ownership Summary

John Marshall Bancorp is owned by 43.11% institutional investors, 12.50% insiders, and 44.38% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 13.70% of JMSB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 8.68% of its assets in John Marshall Bancorp shares.

JMSB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	John Marshall Bancorp	43.11%	12.50%	44.38%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	1.94M	13.70%	$39.03M
Blackrock funding, inc. /de	911.93K	6.43%	$18.31M
Blackrock	856.75K	6.06%	$14.94M
Vanguard group	648.53K	4.57%	$13.02M
Toth financial advisory	434.75K	3.06%	$8.73M
Evermay wealth management	333.98K	2.35%	$6.71M
Geode capital management	284.19K	2.00%	$5.71M
Mai capital management	219.36K	1.55%	$4.40M
State street	196.40K	1.39%	$3.47M
Fj capital management	174.38K	1.23%	$3.50M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Elizabeth park capital advisors	163.66K	2.68%	$3.29M
Toth financial advisory	434.75K	1.03%	$8.73M
Evermay wealth management	333.98K	1.02%	$6.71M
Meridian financial partners	57.62K	0.61%	$1.16M
Fj capital management	174.38K	0.41%	$3.50M
Halpern financial	49.73K	0.24%	$867.29M
Patton albertson miller group	18.75K	0.05%	$376.52K
Mai capital management	219.36K	0.03%	$4.40M
T. rowe price investment management	1.94M	0.02%	$39.03M
Cresset asset management	90.18K	0.01%	$1.60M

Top Buyers

Holder	Shares	% Assets	Change
Mai capital management	219.36K	0.03%	206.82K
T. rowe price investment management	1.94M	0.02%	155.23K
Fj capital management	174.38K	0.41%	63.30K
Susquehanna group, llp	27.10K	0.00%	27.10K
Jpmorgan chase	43.41K	0.00%	23.64K

Top Sellers

Holder	Shares	% Assets	Change
Cibc private wealth group	-	-	-32.86K
Bank of america corp /de/	73.34K	0.00%	-16.29K
Millennium management	-	-	-14.99K
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
Deutsche bank ag\	12.99K	0.00%	12.99K	$260.76K
Lido advisors	12.50K	0.00%	12.50K	$251.00K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Qube research	-16.00
Capital performance advisors llp	-26.00
Fortitude family office	-40.00
Versant capital management	-258.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	51	-7.27%	6,116,685	4.99%	43	2.55%	28	12.00%	10	-33.33%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	1.24M	8.68%	-
T. Rowe Price U.S. SC Value Eq Tr-Z	645.96K	4.54%	51.62K
T. Rowe Price U.S. SC Value Eq Tr-D	645.96K	4.52%	51.62K
Vanguard Total Stock Mkt Idx Inv	367.54K	2.58%	-
Vanguard US Total Market Shares ETF	367.54K	2.57%	-
iShares Russell 2000 ETF	332.61K	2.33%	-2.86K
Vanguard Institutional Extnd Mkt Idx Tr	184.80K	1.30%	-
Fidelity Small Cap Index	122.49K	0.86%	-2.29K
iShares Russell 2000 Value ETF	115.00K	0.81%	-
Fidelity Extended Market Index	68.01K	0.48%	-433.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 20, 2025	Kinney Jonathan Craig	-	Buy	$3.32K
Feb 21, 2025	Kinney Jonathan Craig	-	Buy	$7.06K
Feb 21, 2025	Kinney Jonathan Craig	-	Buy	$7.20K
Feb 20, 2025	Kinney Jonathan Craig	-	Buy	$7.45K
Feb 21, 2025	Kinney Jonathan Craig	-	Buy	$20.84K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	1	115
2024 Q3	-	-
2024 Q2	25	-
2023 Q4	1	-

JMSB Ownership FAQ

Who Owns John Marshall Bancorp?

John Marshall Bancorp shareholders are primarily institutional investors at 43.11%, followed by 12.50% insiders and 44.39% retail investors. The average institutional ownership in John Marshall Bancorp's industry, Regional Banks Stocks, is 42.21%, which John Marshall Bancorp exceeds.

Who owns the most shares of John Marshall Bancorp?

John Marshall Bancorp’s largest shareholders are T. rowe price investment management (1.94M shares, 13.70%), Blackrock funding, inc. /de (911.93K shares, 6.43%), and Blackrock (856.75K shares, 6.06%). Together, they hold 26.19% 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 2.68% of its assets in 163.66K John Marshall Bancorp shares, valued at 3.29M$.

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 8.68% of its total shares outstanding invested in 1.24M John Marshall Bancorp shares.

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