John Marshall Bancorp, Inc.· JMSB

🇺🇸 US · MicroBroad USNASDAQ

Financial ServicesBanks - RegionalWebsite

Price: $23.81
Day: +0.59%
Mkt Cap: $336.01M
52W Range: $18.50 – $24.26
Volume: 46.4K
Beta: 0.42

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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John Marshall Bancorp, Inc.

JMSB|Financial Services|Banks - Regional

Current price: $24

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$52.1K

Net share flow+2.5K

Purchases3 ($52.1K)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

Nguonly Lim

Sale

$274.0K

Aug 12

Nguonly Lim

Sale

$144.0K

Nov 25

GARCIA MICHAEL A

Purchase

$118.3K

Jul 30

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership48.6%

13F share flow+2.5%

Investors holding78

+53 adding-26 reducing

New 11Inc 42Red 20Closed 6

Top Institutional Holders

Institution

Value

Change

T. ROWE PRICE INVESTMENT MANAGEMENT, INC.

$39.9M

+0.1%

BLACKROCK, INC.

$17.8M

+0.4%

FJ CAPITAL MANAGEMENT LLC

$8.4M

-0.2%

TOTH FINANCIAL ADVISORY CORP

$7.5M

-1.6%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting29

Total shares held898.3K

Share flow+12.4%

8 buying7 selling

Buying 8Unchanged 14Selling 7

Top Fund Holders

Fund

Weight

Change

iSHARES TRUST

477.6K

0.00%

FIDELITY CONCORD STREET TRUST

113.2K

0.04%

-682

VANGUARD SCOTTSDALE FUNDS

76.1K

0.00%

+2.6K

VALIC Co I

5.1K

0.00%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

JMSB Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.8/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

+70

Fund Flow

10% weight

Overall Smart Money sentiment of 3.8/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for JMSB

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Light insider buying in Q2 2026

Modest: 3 purchases totaling $52.1K (2.5K shares)

Share volume is below the historical average

Insider buying in 3 of the last 4 quarters

Notable Recent Transactions, JMSB

Top 8 highest-value recent insider trades

Nguonly Lim

Director

Sell

10,000 shares at $27.40

Aug 12, 2022$274.00K

Nguonly Lim

Director

Sell

6,000 shares at $24.00

Nov 25, 2024$144.00K

GARCIA MICHAEL A

Director

Buy

6,162 shares at $19.20

Jul 30, 2025$118.31K

Chase Philip

Director

Sell

3,152 shares at $28.56

Nov 10, 2022$90.02K

GARCIA MICHAEL A

Director

Buy

4,276 shares at $19.20

Jul 29, 2025$82.10K

DODSON CARL E

Director

Sell

2,500 shares at $27.50

May 18, 2022$68.75K

DODSON CARL E

Director

Sell

2,500 shares at $25.20

May 13, 2022$63.00K

Nguonly Lim

Director

Sell

2,648 shares at $22.75

Dec 10, 2024$60.24K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for JMSB

Total dollar value invested by institutions each quarter

Very Bullish

Institutions accumulating in Q1 2026

48.6% institutional ownership

Strong accumulation: 53 institutions adding vs 26 reducing positions

13F shares increased by 1.2%, a modest change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+13 growing-67 shrinkingNet: -54

New (4)

Increased (9)

Reduced (3)

Closed (64)

Top Institutional Holders, JMSB

Largest 8 institutional positions by ownership percentage as of Q2 2026

EVERMAY WEALTH MANAGEMENT LLC

351.1K

$7.7M

Ownership

2.49%

+0.3%

TOTH FINANCIAL ADVISORY CORP

336.3K

$7.3M

Ownership

2.38%

-8.8%

MERIDIAN FINANCIAL PARTNERS LLC

57.6K

$1.3M

Ownership

0.41%

No change

SELECTIVE WEALTH MANAGEMENT, INC.

41.1K

$911.7K

Ownership

0.29%

+100.0%

KFA PRIVATE WEALTH GROUP, LLC

14.9K

$324.1K

Ownership

0.11%

No change

CITIGROUP INC

6.1K

$133.6K

Ownership

0.04%

+568.5%

NEW YORK STATE COMMON RETIREMENT FUND

4.7K

$101.7K

Ownership

0.03%

No change

POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY

4.5K

$98.6K

Ownership

0.03%

+82.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 29 ETFs and mutual funds reporting

8 buying7 sellingNet: +1

Buying (8)

Unchanged (14)

Selling (7)

Neutral

Mixed fund activity in Q2 2026

29 ETFs and mutual funds reporting

8 buying vs 7 selling (balanced)

Top Fund Holders, JMSB

Largest 8 ETF and mutual fund positions by shares held as of latest filing

iSHARES TRUST

477.6K

Weight

0.00%

No change

FIDELITY CONCORD STREET TRUST

113.2K

Weight

0.04%

Decreased

VANGUARD SCOTTSDALE FUNDS

76.1K

Weight

0.00%

Increased

VALIC Co I

5.1K

Weight

0.00%

No change

GOLDMAN SACHS TRUST

4.7K

Weight

0.00%

No change

SEI INSTITUTIONAL INVESTMENTS TRUST

2.7K

Weight

0.00%

No change

PROSHARES TRUST

1.5K

Weight

0.00%

Decreased

WisdomTree Trust

1.5K

Weight

0.00%

No change

John Marshall Bancorp, Inc.· JMSB

Holdings Analysis

Insider Trading Activity

1.3Transaction History235Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings41Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History235Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings41Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights