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John Marshall Bancorp Inc (JMSB)

CUSIP: 47805L101 | NYSE | Financial Services · Banks - Regional | Micro Cap | 150 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Evermay Wealth Management LLC405,365
0.9% of portfolio›$9.2M
Toth Financial Advisory Corp360,042
0.8% of portfolio›$8.2M
Geode Capital Management, LLC299,601
0.0% of portfolio›$6.8M
MacKenzie Financial Corp95,840
0.0% of portfolio›$2.2M
Meridian Financial Partners LLC57,619
0.4% of portfolio›$1.3M
Dimensional Fund Advisors LP56,295
0.0% of portfolio›$1.3M
Selective Wealth Management, Inc.41,103
0.2% of portfolio›$936.7K
Bank of New York Mellon Corp32,365
0.0% of portfolio›$735.0K
KFA Private Wealth Group, LLC14,865
0.1% of portfolio›$337.6K
Lido Advisors, LLC12,505
0.0% of portfolio›$284.0K
Russell Investments Group, Ltd.10,510
0.0% of portfolio›$239.2K
Deutsche Bank Ag\9,587
0.0% of portfolio›$217.7K
Barclays PLC6,885
0.0% of portfolio›$156.4K
Strs Ohio2,200
0.0% of portfolio›$50.0K
Citigroup Inc901
0.0% of portfolio›$20.5K
Versant Capital Management, Inc665
0.0% of portfolio›$15.1K
Sterling Capital Management LLC249
0.0% of portfolio›$5.7K
Gamma Investing LLC246
0.0% of portfolio›$5.6K
Pension & Wealth Management Advisors, Inc.162
0.0% of portfolio›$3.7K
Harbor Capital Advisors, Inc.127
0.0% of portfolio›$3
Allworth Financial LP99
0.0% of portfolio›$2.2K
Larson Financial Group LLC99
0.0% of portfolio›$2.2K
IFP Advisors, Inc77
0.0% of portfolio›$1.7K
Farther Finance Advisors, LLC62
0.0% of portfolio›$1.4K
SJS Investment Consulting Inc.50
0.0% of portfolio›$1.1K
Essential Partners LLC44
0.0% of portfolio›$999
EverSource Wealth Advisors, LLC43
0.0% of portfolio›$976
Root Financial Partners, LLC25
0.0% of portfolio›$568
US Bancorp \de\17
0.0% of portfolio›$386
True Wealth Design, LLC13
0.0% of portfolio›$296
Nisa Investment Advisors, LLC13
0.0% of portfolio›$295
Covestor Ltd7
0.0% of portfolio›$0
Caitong International Asset Management Co., Ltd2
0.0% of portfolio›$45
Clearstead Advisors, LLC1
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Evermay Wealth Management LLC
405,365$9.2M0.9%ETFLowArlington, VA2026-11-05
Toth Financial Advisory Corp
360,042$8.2M0.8%CoreLowLeesburg, VA2026-10-08
Geode Capital Management, LLC
299,601$6.8M0.0%IndexVery LowBoston, MA2026-11-06
MacKenzie Financial Corp
95,840$2.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Meridian Financial Partners LLC
57,619$1.3M0.4%GrowthLowWarrenton, VA2026-10-23
Dimensional Fund Advisors LP
56,295$1.3M0.0%IndexLowAustin, TX2026-11-04
Selective Wealth Management, Inc.
41,103$936.7K0.2%ETFLowForest, VA2026-10-16
Bank of New York Mellon Corp
32,365$735.0K0.0%CoreLowNew York, NY2026-11-05
KFA Private Wealth Group, LLC
14,865$337.6K0.1%ETFLowTysons, VA2026-10-07
Lido Advisors, LLC
12,505$284.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Russell Investments Group, Ltd.
10,510$239.2K0.0%CoreLowSeattle, WA2026-11-06
Deutsche Bank Ag\
9,587$217.7K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Barclays PLC
6,885$156.4K0.0%CoreMediumLondon, United Kingdom2026-11-06
Strs Ohio
2,200$50.0K0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
901$20.5K0.0%CoreMediumNew York, NY2026-11-04
Versant Capital Management, Inc
665$15.1K0.0%GARPLowPhoenix, AZ2026-10-02
Sterling Capital Management LLC
249$5.7K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
246$5.6K0.0%IndexVery LowFoster City, CA2026-10-08
Pension & Wealth Management Advisors, Inc.
162$3.7K0.0%ETFLowWaltham, MA2026-10-16
Harbor Capital Advisors, Inc.
127$30.0%ValueHighChicago, IL2026-10-22
Allworth Financial LP
99$2.2K0.0%IndexLowFolsom, CA2026-11-06
Larson Financial Group LLC
99$2.2K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
77$1.7K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
62$1.4K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
50$1.1K0.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
44$9990.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
43$9760.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
25$5680.0%ETFMediumEncinitas, CA2026-10-21
US Bancorp \de\
17$3860.0%IndexLowMinneapolis, MN2026-11-05
True Wealth Design, LLC
13$2960.0%ETFMediumAkron, OH2026-10-13
Nisa Investment Advisors, LLC
13$2950.0%IndexVery LowSt. Louis, MO2026-10-20
Covestor Ltd
7$00.0%ValueHighLondon, United Kingdom2026-10-30
Caitong International Asset Management Co., Ltd
2$450.0%GrowthVery HighHong Kong, South Korea2026-10-29
Clearstead Advisors, LLC
1$230.0%ETFLowCleveland, OH2026-11-06