John Marshall Bancorp

JMSB • NASDAQ

John Marshall Bancorp is a banks - regional company in the financial services sector on NASDAQ, led by Christopher W. Bergstrom, with a market cap of $296.4M. As of Q3 2025, 47% of shares are held by 67 institutional investors, with T. Rowe Price Investment Management, Inc. as the largest holder at 14.25%.

Chief Executive OfficerChristopher W. Bergstrom

Market Cap$296.4M

Banks - Regional

Financial Services

Employees135.0

Websitejohnmarshallbank.com

Country

United States of America

Overview

Overview of institutional ownership in JMSB as of Q3 2025 with a market cap of $280.3M

All Institutions

Institutions: 67
Value Held: $132.7M
Shares Held: 6.7M
Avg Position: $2.0M
Median Position: $228.9K

Hedge Funds

Hedge Funds: 6
Value Held: $14.3M
Shares Held: 721.6K
Avg Position: $2.4M
Median Position: $1.4M

Ownership Breakdown

Institutional (non-HF)

42.25%

$118.4M

Hedge Funds

5.1%

$14.3M

Retail & Other

52.65%

$147.6M

Based on market cap of $280.3M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in JMSB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$39.9M 0.02% of portfolio	14.25% 2.0M shares	Q3 2022 Held for 3y 2m	$161.58B
B BlackRock, Inc. Institution	-	$17.3M 0.00% of portfolio	6.16% 871.1K shares	Q2 2022 Held for 3y 5m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$12.9M 0.00% of portfolio	4.59% 649.7K shares	Q2 2022 Held for 3y 5m	$6.69T
FJ Capital Management LLC Hedge Fund•Long/Short	Andrew Frank Jose Founder	$8.5M 0.85% of portfolio	3.04% 429.9K shares	Q3 2023 Held for 2y 2m	$999.9M
TOTH FINANCIAL ADVISORY CORP RIA/Wealth	Kenneth Jackson Bowen CEO	$7.7M 0.84% of portfolio	2.76% 390.7K shares	Q2 2022 Held for 3y 5m	$925.7M
EVERMAY WEALTH MANAGEMENT LLC RIA/Wealth	Damon Anthony White Founder	$6.9M 0.79% of portfolio	2.46% 348.4K shares	Q2 2022 Held for 3y 5m	$874.4M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$5.8M 0.00% of portfolio	2.08% 293.7K shares	Q2 2022 Held for 3y 5m	$1.57T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$5.0M 0.00% of portfolio	1.80% 254.3K shares	Q2 2022 Held for 3y 5m	$1.33T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$4.2M 0.00% of portfolio	1.51% 212.9K shares	Q2 2022 Held for 3y 5m	$2.88T
MAI Wealth Advisors RIA/Wealth	Richard James Buoncore Chairman	$3.9M 0.02% of portfolio	1.40% 198.1K shares	Q1 2024 Held for 1y 8m	$16.0B

Net Capital Flow

Institutional buying and selling activity for JMSB in Q3 2025

Traded: +$1.1M
Buyers: 32
Sellers: 16
Total Bought: +$3.2M
Total Sold: −$2.1M
Avg Position: $1.9M

Biggest Buyers

Institution	Net Bought	Current Position
R rhino investment partners, Inc Hedge Fund•Value	+$807.1K +40.7K shares	$807.1K 40.7K shares
Fourthstone LLC Hedge Fund•Long/Short	+$431.8K +21.8K shares	$2.1M 104.6K shares
FJ Capital Management LLC Hedge Fund•Long/Short	+$328.1K +16.6K shares	$8.5M 429.9K shares
GOLDMAN SACHS GROUP INC Institution	+$286.3K +14.4K shares	$286.3K 14.4K shares
EVERMAY WEALTH MANAGEMENT LLC RIA/Wealth	+$286.3K +14.4K shares	$6.9M 348.4K shares
Goss Wealth Management LLC RIA/Wealth	+$228.5K +11.5K shares	$228.5K 11.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$144.1K +7.3K shares	$403.1K 20.3K shares
Sontag Advisory, LLC RIA/Wealth	+$134.8K +6.8K shares	$134.8K 6.8K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$133.1K +6.7K shares	$409.6K 20.7K shares
J JANE STREET GROUP, LLC Institution	+$124.0K +6.3K shares	$390.7K 19.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$560.1K −30.2K shares	Sold Off 0 shares
MAI Wealth Advisors RIA/Wealth	−$492.8K −24.9K shares	$3.9M 198.1K shares
TOTH FINANCIAL ADVISORY CORP RIA/Wealth	−$240.6K −12.1K shares	$7.7M 390.7K shares
MORGAN STANLEY RIA/Wealth	−$143.7K −7.3K shares	$315.7K 15.9K shares
BANK OF AMERICA CORP /DE/ Institution	−$133.7K −6.7K shares	$5.0M 254.3K shares
VANGUARD GROUP INC Institution	−$105.2K −5.3K shares	$12.9M 649.7K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$104.2K −5.6K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$79.4K −4.0K shares	$17.3M 871.1K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$71.2K −3.6K shares	$39.9M 2.0M shares
NORTHERN TRUST CORP Institution	−$61.9K −3.1K shares	$2.0M 101.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JMSB in Q3 2025

New Positions: 6
New Value: $1.2M
Exited Positions: 2
Exited Value: $664.4K

New Positions

Institution	Position Value
R rhino investment partners, Inc Hedge Fund•Value	$807.1K 40.7K shares
Goss Wealth Management LLC RIA/Wealth	$228.5K 11.5K shares
Sontag Advisory, LLC RIA/Wealth	$134.8K 6.8K shares
O Optiver Holding B.V. Institution	$3.9K 198.0 shares
SRS Capital Advisors, Inc. RIA/Wealth	$714.0 36.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$20.0 1.0 shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$560.1K 30.2K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$104.2K 5.6K shares

Options Activity

Institutions with the largest Call and Put options positions in JMSB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JMSB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Elizabeth Park Capital Advisors, Ltd. Hedge Fund•Long/Short	Fred Anthony Cummings President	1.66% $2.1M	0.74% 105.3K shares	Q2 2022 Held for 3y 5m	$126.0M
FJ Capital Management LLC Hedge Fund•Long/Short	Andrew Frank Jose Founder	0.85% $8.5M	3.04% 429.9K shares	Q3 2023 Held for 2y 2m	$999.9M
TOTH FINANCIAL ADVISORY CORP RIA/Wealth	Kenneth Jackson Bowen CEO	0.84% $7.7M	2.76% 390.7K shares	Q2 2022 Held for 3y 5m	$925.7M
EVERMAY WEALTH MANAGEMENT LLC RIA/Wealth	Damon Anthony White Founder	0.79% $6.9M	2.46% 348.4K shares	Q2 2022 Held for 3y 5m	$874.4M
Meridian Financial Partners LLC RIA/Wealth	Joseph Francis Strancar President	0.45% $1.1M	0.41% 57.6K shares	Q2 2022 Held for 3y 5m	$240.6M
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	0.37% $2.1M	0.74% 104.6K shares	Q2 2025 Held for 5 months	$557.6M
R rhino investment partners, Inc Hedge Fund•Value	John Keith Schneider President	0.26% $807.1K	0.29% 40.7K shares	Q3 2025 Held for 2 months	$309.3M
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	0.02% $39.9M	14.25% 2.0M shares	Q3 2022 Held for 3y 2m	$161.58B
MAI Wealth Advisors RIA/Wealth	Richard James Buoncore Chairman	0.02% $3.9M	1.40% 198.1K shares	Q1 2024 Held for 1y 8m	$16.0B
Snowden Capital Advisors LLC RIA/Wealth	Robert James Mooney CEO	0.01% $416.6K	0.15% 21.0K shares	Q2 2025 Held for 5 months	$3.6B

Hedge Fund Spotlight

Discover hedge funds investing in JMSB

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in John Marshall Bancorp

Market Value: $403.1K
Shares Held: 20.3K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

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