JMSB Institutional Ownership
John Marshall Bancorp, Inc.
1W: +2.4%
1M: +1.0%
3M: +0.9%
YTD: +11.6%
1Y: +13.5%
3Y: +31.9%
5Y: +36.2%
$23.34
-0.03 (-0.13%)
Weekly Expected Move ±1.9%
$23
$23
$24
$24
$25
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — JMSB
100
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
$108M
Total Invested
24
New Positions
38
Increased
19
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (106 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, I | 1,965,531 | $46M | — | +0.0% | 17Q | SEC ↗ |
| 2 | BlackRock, Inc. | 984,411 | $23M | +109,048 | +12.5% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 534,570 | $12M | -2,806 | -0.5% | 2Q | SEC ↗ |
| 4 | EVERMAY WEALTH MANAGEMENT LLC | 351,149 | $8M | +1,180 | +0.3% | 17Q | SEC ↗ |
| 5 | TOTH FINANCIAL ADVISORY CORP | 336,253 | $8M | -32,368 | -8.8% | 17Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 316,184 | $7M | +20,880 | +7.1% | 17Q | SEC ↗ |
| 7 | STATE STREET CORP | 218,522 | $5M | +1,124 | +0.5% | 17Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 178,112 | $4M | -28,599 | -13.8% | 15Q | SEC ↗ |
| 9 | MAI Capital Management | 133,192 | $3M | -64,924 | -32.8% | 7Q | SEC ↗ |
| 10 | BROWN ADVISORY INC | 108,342 | $3M | — | +0.0% | 17Q | SEC ↗ |
| 11 | Elizabeth Park Capital Advisors, Ltd. | 105,339 | $2M | — | +0.0% | 17Q | SEC ↗ |
| 12 | Cresset Asset Management, LLC | 104,494 | $2M | -1 | -0.0% | 17Q | SEC ↗ |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 103,700 | $2M | +72,100 | +228.2% | 3Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 99,995 | $2M | +473 | +0.5% | 17Q | SEC ↗ |
| 15 | MARSHALL WACE, LLP | 98,090 | $2M | +66,618 | +211.7% | 2Q | SEC ↗ |
| 16 | ACADIAN ASSET MANAGEMENT LLC | 91,906 | $2M | +69,193 | +304.6% | 3Q | SEC ↗ |
| 17 | MACKENZIE FINANCIAL CORP NEW | 88,203 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 84,517 | $2M | +11,632 | +16.0% | 2Q | SEC ↗ |
| 19 | VANGUARD FIDUCIARY TRUST CO | 82,862 | $2M | +3,354 | +4.2% | 2Q | SEC ↗ |
| 20 | Wealthspire Advisors, LLC | 64,333 | $2M | +192 | +0.3% | 2Q | SEC ↗ |
| 21 | Meridian Financial Partners LLC | 57,619 | $1M | — | +0.0% | 17Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 55,470 | $1M | +24,068 | +76.6% | 4Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC | 46,416 | $1M | +26,031 | +127.7% | 8Q | SEC ↗ |
| 24 | Quantinno Capital Management LP | 45,500 | $1M | +20,255 | +80.2% | 3Q | SEC ↗ |
| 25 | AQR CAPITAL MANAGEMENT LLC | 42,222 | $985K | +20,462 | +94.0% | 3Q | SEC ↗ |
| 26 | Selective Wealth Management, Inc. NEW | 41,103 | $959K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Sixth Street Partners Management Compa NEW | 38,463 | $898K | — | +0.0% | 1Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 38,463 | $898K | +1,866 | +5.1% | 15Q | SEC ↗ |
| 29 | MORGAN STANLEY | 36,244 | $846K | +14,945 | +70.2% | 17Q | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 33,954 | $792K | +2,747 | +8.8% | 17Q | SEC ↗ |
| 31 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 30,689 | $716K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Nuveen, LLC | 28,908 | $675K | +420 | +1.5% | 6Q | SEC ↗ |
| 33 | MILLENNIUM MANAGEMENT LLC NEW | 27,586 | $644K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Trexquant Investment LP NEW | 24,310 | $567K | — | +0.0% | 1Q | SEC ↗ |
| 35 | DIMENSIONAL FUND ADVISORS LP NEW | 24,221 | $565K | — | +0.0% | 1Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 22,460 | $524K | +1,626 | +7.8% | 17Q | SEC ↗ |
| 37 | Advisory Services Network, LLC | 21,550 | $503K | -3,169 | -12.8% | 5Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC NEW | 21,086 | $492K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Snowden Capital Advisors LLC | 21,016 | $491K | -1 | -0.0% | 5Q | SEC ↗ |
| 40 | Mariner, LLC | 17,836 | $416K | +1,164 | +7.0% | 17Q | SEC ↗ |
| 41 | Man Group plc NEW | 16,796 | $392K | — | +0.0% | 1Q | SEC ↗ |
| 42 | RHUMBLINE ADVISERS | 15,590 | $364K | -1,042 | -6.3% | 17Q | SEC ↗ |
| 43 | Blue Edge Capital, LLC NEW | 15,500 | $362K | — | +0.0% | 1Q | SEC ↗ |
| 44 | GSA CAPITAL PARTNERS LLP | 14,985 | $350K | +2,279 | +17.9% | 3Q | SEC ↗ |
| 45 | KFA Private Wealth Group, LLC | 14,865 | $347K | — | +0.0% | 2Q | SEC ↗ |
| 46 | RAYMOND JAMES FINANCIAL INC NEW | 14,631 | $341K | — | +0.0% | 1Q | SEC ↗ |
| 47 | XTX Topco Ltd NEW | 14,077 | $329K | — | +0.0% | 1Q | SEC ↗ |
| 48 | SG Americas Securities, LLC NEW | 13,898 | $324K | — | +0.0% | 1Q | SEC ↗ |
| 49 | WELLS FARGO & COMPANY/MN | 13,505 | $315K | +5,785 | +74.9% | 17Q | SEC ↗ |
| 50 | Lido Advisors, LLC NEW | 12,505 | $292K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MACKENZIE FINANCIAL CORP | 88,203 | $2M |
| Selective Wealth Management, Inc. | 41,103 | $959K |
| Sixth Street Partners Management Co | 38,463 | $898K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 30,689 | $716K |
| MILLENNIUM MANAGEMENT LLC | 27,586 | $644K |
| Trexquant Investment LP | 24,310 | $567K |
| DIMENSIONAL FUND ADVISORS LP | 24,221 | $565K |
| NewEdge Advisors, LLC | 21,086 | $492K |
| Man Group plc | 16,796 | $392K |
| Blue Edge Capital, LLC | 15,500 | $362K |
| RAYMOND JAMES FINANCIAL INC | 14,631 | $341K |
| XTX Topco Ltd | 14,077 | $329K |
| SG Americas Securities, LLC | 13,898 | $324K |
| Lido Advisors, LLC | 12,505 | $292K |
| MERCER GLOBAL ADVISORS INC /ADV | 10,674 | $249K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 10,624 | $248K |
| Quadrature Capital Ltd | 9,274 | $216K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 4,640 | $108K |
| Quarry LP | 135 | $3K |
| Integrated Wealth Concepts LLC | 119 | $3K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FJ Capital Management LLC | 412,273 | $10M |
| Rhino Investment Partners, Inc | 118,580 | $3M |
| Fourthstone LLC | 108,178 | $3M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 16,529 | $386K |
| JANE STREET GROUP, LLC | 10,986 | $256K |
| Hingham Institution for Savings | 5,000 | $117K |
| AMALGAMATED BANK | 397 | $9K |
| Covestor Ltd | 89 | $2K |
| Root Financial Partners, LLC | 6 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +109,048 | +12.5% | 984,411 |
| RENAISSANCE TECHNOLOGIES LLC | +72,100 | +228.2% | 103,700 |
| ACADIAN ASSET MANAGEMENT LLC | +69,193 | +304.6% | 91,906 |
| MARSHALL WACE, LLP | +66,618 | +211.7% | 98,090 |
| CITADEL ADVISORS LLC | +26,031 | +127.7% | 46,416 |
| GOLDMAN SACHS GROUP INC | +24,068 | +76.6% | 55,470 |
| GEODE CAPITAL MANAGEMENT, LLC | +20,880 | +7.1% | 316,184 |
| AQR CAPITAL MANAGEMENT LLC | +20,462 | +94.0% | 42,222 |
| Quantinno Capital Management LP | +20,255 | +80.2% | 45,500 |
| MORGAN STANLEY | +14,945 | +70.2% | 36,244 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +11,632 | +16.0% | 84,517 |
| Russell Investments Group, Ltd. | +9,235 | +882.0% | 10,282 |
| WELLS FARGO & COMPANY/MN | +5,785 | +74.9% | 13,505 |
| CITIGROUP INC | +5,213 | +568.5% | 6,130 |
| VANGUARD FIDUCIARY TRUST CO | +3,354 | +4.2% | 82,862 |
| Bank of New York Mellon Corp | +2,747 | +8.8% | 33,954 |
| GSA CAPITAL PARTNERS LLP | +2,279 | +17.9% | 14,985 |
| Police & Firemen's Retirement Syste | +2,042 | +82.3% | 4,522 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +1,866 | +5.1% | 38,463 |
| ROYAL BANK OF CANADA | +1,626 | +7.8% | 22,460 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MAI Capital Management | -64,924 | -32.8% | 133,192 |
| TOTH FINANCIAL ADVISORY CORP | -32,368 | -8.8% | 336,253 |
| BANK OF AMERICA CORP /DE | -28,599 | -13.8% | 178,112 |
| Advisory Services Network, LLC | -3,169 | -12.8% | 21,550 |
| VANGUARD CAPITAL MANAGEMENT LLC | -2,806 | -0.5% | 534,570 |
| OSAIC HOLDINGS, INC. | -1,978 | -19.0% | 8,433 |
| RHUMBLINE ADVISERS | -1,042 | -6.3% | 15,590 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -510 | -74.6% | 174 |
| UBS Group AG | -307 | -2.8% | 10,735 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -215 | -3.6% | 5,805 |
| Sterling Capital Management LLC | -164 | -39.2% | 254 |
| EverSource Wealth Advisors, LLC | -69 | -75.8% | 22 |
| Cresset Asset Management, LLC | -1 | -0.0% | 104,494 |
| Snowden Capital Advisors LLC | -1 | -0.0% | 21,016 |