JMSBNasdaqState Commercial BanksFiscal year ends December 31
John Marshall Bancorp, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$22.80−0.10 (-0.44%)
Close on Oct 19, 2026
- Market cap
- $320.21M
- P/E (TTM)
- 13.2
- Dividend yield
- 1.32%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
49.3%
7M of 14M shares
Institutional holders
95
23 new, 5 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
14 buys · 0 sales
Net bought $186.45K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 880,055 | 6.20% | 13G (passive) | Dec 31, 2023 |
| T. Rowe Price Investment Management, Inc. | 1,943,902 | 13.70% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of JMSB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,965,531 | 13.93% | $42.85K | – | 0.03% |
| BlackRock, Inc. | 984,411 | 6.98% | $21.46M | +109,048 | 0.00% |
| Vanguard Capital Management LLC | 534,570 | 3.79% | $11.65M | −2,806 | 0.00% |
| Evermay Wealth Management LLC | 351,149 | 2.49% | $7.66M | +1,180 | 0.79% |
| Toth Financial Advisory Corp | 336,253 | 2.38% | $7.33M | −32,368 | 0.72% |
| Geode Capital Management, LLC | 316,184 | 2.24% | $6.89M | +20,880 | 0.00% |
| State Street Corp | 218,522 | 1.55% | $4.76M | +1,124 | 0.00% |
| Bank Of America Corp /De/ | 178,112 | 1.26% | $3.88M | −28,599 | 0.00% |
| MAI Capital Management | 133,192 | 0.94% | $2.90M | −64,924 | 0.01% |
| Brown Advisory Inc | 108,342 | 0.77% | $2.36M | – | 0.00% |
| Elizabeth Park Capital Advisors, Ltd. | 105,339 | 0.75% | $2.30M | – | 1.59% |
| Cresset Asset Management, LLC | 104,494 | 0.74% | $2.28M | −1 | 0.01% |
| Renaissance Technologies LLC | 103,700 | 0.73% | $2.26M | +72,100 | 0.00% |
| Northern Trust Corp | 99,995 | 0.71% | $2.18M | +473 | 0.00% |
| Marshall Wace, Llp | 98,090 | 0.70% | $2.14M | +66,618 | 0.00% |
| Acadian Asset Management LLC | 91,906 | 0.65% | $2.00K | +69,193 | 0.00% |
| Mackenzie Financial Corp | 88,203 | 0.63% | $1.92M | New | 0.00% |
| Vanguard Portfolio Management LLC | 84,517 | 0.60% | $1.84M | +11,632 | 0.00% |
| Vanguard Fiduciary Trust Co | 82,862 | 0.59% | $1.81M | +3,354 | 0.00% |
| Wealthspire Advisors, LLC | 64,333 | 0.46% | $1.40M | +192 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 95 | 7M | 49.3% | 23 / 38 | 15 / 5 | 1M | 1M |
| Q1 2026 | 79 | 7M | 48.7% | 11 / 30 | 22 / 4 | 1M | 1M |
| Q4 2025 | 73 | 7M | 53.1% | 8 / 21 | 23 / 3 | 1M | 0M |
| Q3 2025 | 68 | 7M | 47.5% | 8 / 24 | 15 / 2 | 0M | 0M |
| Q2 2025 | 62 | 7M | 47.1% | 13 / 20 | 19 / 4 | 0M | 0M |
| Q1 2025 | 54 | 6M | 45.8% | 5 / 14 | 22 / 4 | 0M | 0M |
| Q4 2024 | 54 | 6M | 45.6% | 6 / 23 | 10 / 5 | 1M | 0M |
| Q3 2024 | 54 | 6M | 41.4% | 8 / 17 | 14 / 5 | 1M | 0M |
| Q2 2024 | 52 | 6M | 40.6% | 6 / 19 | 13 / 5 | 0M | 0M |
| Q1 2024 | 52 | 6M | 40.6% | 6 / 14 | 16 / 5 | 0M | 0M |
| Q4 2023 | 51 | 6M | 39.4% | 4 / 20 | 16 / 2 | 0M | 0M |
| Q3 2023 | 50 | 5M | 37.4% | 4 / 18 | 11 / 5 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of JMSB | Value | % of fund | As of |
|---|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,206,850 | 8.55% | $26.31M | 0.25% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 379,425 | 2.69% | $8.27M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 336,487 | 2.38% | $7.34M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 143,868 | 1.02% | $3.14M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 136,460 | 0.97% | $2.97M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 135,634 | 0.96% | $3.15M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 65,033 | 0.46% | $1.38M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 60,169 | 0.43% | $1.28M | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 43,591 | 0.31% | $950.28K | 0.06% | Jun 30, 2026 |
| iShares Core S&P Total U.S. Stock Market ETF | 31,901 | 0.23% | $695.44K | 0.00% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 29,993 | 0.21% | $695.84K | 0.01% | Jul 31, 2026 |
| Master Small Cap Index Series | 21,945 | 0.16% | $478.40K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 21,866 | 0.15% | $465.09K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 18,955 | 0.13% | $403.17K | 0.00% | May 31, 2026 |
| Nuveen Small Cap Blend Index Fund | 17,472 | 0.12% | $405.35K | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher W. Bergstrom | CHIEF EXECUTIVE OFFICER, Director | 74,867 | 0.53% | Jun 26, 2026 |
| Kelly Jo Bell | CHIEF OPERATING OFFICER | 1,333 | 0.01% | Dec 22, 2025 |
| Kent Carstater | CHIEF FINANCIAL OFFICER | 56,219 | 0.40% | Dec 18, 2025 |
| Andrew Peden | CHIEF BANKING OFFICER | 26,560 | 0.19% | Dec 18, 2025 |
| Philip Chase | Director | 107,328 | 0.76% | Aug 28, 2026 |
| Jonathan Craig Kinney | Director | 615,551 | 4.36% | Aug 28, 2026 |
| Oscar Leland Mahan | Director | 94,981 | 0.67% | Jun 5, 2026 |
| Michael A. Garcia | Director | 36,273 | 0.26% | Dec 18, 2025 |
| Subhash Garg | Director | 72,338 | 0.51% | Dec 18, 2025 |
| Michael T. Foster | Director | 337,573 | 2.39% | Dec 18, 2025 |
| Philip W. Allin | Director | 187,213 | 1.33% | Dec 18, 2025 |
| Lim Nguonly | Director | 65,137 | 0.46% | Dec 19, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jonathan Craig Kinney Director | Aug 26, 2026 | Buy | +1,238 | $22.92 | $28.37K | 279,926 |
| Jonathan Craig Kinney Director | Aug 26, 2026 | Buy | +1,119 | $22.92 | $25.65K | 330,001 |
| Philip Chase Director | Aug 26, 2026 | Buy | +133 | $22.96 | $3.05K | 32,408 |
| Christopher W. Bergstrom CHIEF EXECUTIVE OFFICER, Director | Jun 17, 2026 | Gift | +32,720 | – | – | 32,720 |
| Christopher W. Bergstrom CHIEF EXECUTIVE OFFICER, Director | Jun 17, 2026 | Gift | −32,720 | – | – | 42,147 |
| Oscar Leland Mahan Director | Jun 3, 2026 | Buy | +179 | $21.03 | $3.76K | 94,981 |
| Jonathan Craig Kinney Director | Jun 3, 2026 | Buy | +1,092 | $21.03 | $22.96K | 328,882 |
| Jonathan Craig Kinney Director | Jun 3, 2026 | Buy | +1,208 | $21.03 | $25.40K | 278,688 |
| Kelly Jo Bell CHIEF OPERATING OFFICER | Dec 19, 2025 | Tax withholding | −37 | $21.36 | $790 | 1,333 |
| Kelly Jo Bell CHIEF OPERATING OFFICER | Dec 17, 2025 | Tax withholding | −28 | $21.37 | $598 | 1,370 |
| Andrew Peden CHIEF BANKING OFFICER | Dec 17, 2025 | Tax withholding | −194 | $21.37 | $4.15K | 26,560 |
| Oscar Leland Mahan Director | Dec 16, 2025 | Award | +1,901 | – | – | 94,802 |
| Kent Carstater CHIEF FINANCIAL OFFICER | Dec 16, 2025 | Award | +3,088 | – | – | 56,219 |
| Michael T. Foster Director | Dec 16, 2025 | Award | +1,901 | – | – | 337,573 |
| Michael A. Garcia Director | Dec 16, 2025 | Award | +1,901 | – | – | 36,273 |
| Subhash Garg Director | Dec 16, 2025 | Award | +1,901 | – | – | 44,213 |
| Philip Chase Director | Dec 16, 2025 | Award | +1,901 | – | – | 32,275 |
| Philip W. Allin Director | Dec 16, 2025 | Award | +1,901 | – | – | 29,963 |
| Christopher W. Bergstrom CHIEF EXECUTIVE OFFICER, Director | Dec 16, 2025 | Award | +9,502 | – | – | 74,867 |
| Andrew Peden CHIEF BANKING OFFICER | Dec 16, 2025 | Award | +2,376 | – | – | 26,754 |
| Jonathan Craig Kinney Director | Dec 16, 2025 | Award | +2,138 | – | – | 327,790 |
| Jonathan Craig Kinney Director | Dec 5, 2025 | Buy | +500 | $19.63 | $9.82K | 325,652 |
| Jonathan Craig Kinney Director | Dec 2, 2025 | Buy | +445 | $19.40 | $8.63K | 325,152 |
| Jonathan Craig Kinney Director | Dec 2, 2025 | Buy | +900 | $19.30 | $17.37K | 324,707 |
| Jonathan Craig Kinney Director | Nov 6, 2025 | Buy | +500 | $18.90 | $9.45K | 323,807 |
| Jonathan Craig Kinney Director | Nov 5, 2025 | Buy | +500 | $18.71 | $9.36K | 323,307 |
| Jonathan Craig Kinney Director | Nov 5, 2025 | Buy | +300 | $18.70 | $5.61K | 322,807 |
| Jonathan Craig Kinney Director | Nov 4, 2025 | Buy | +400 | $18.95 | $7.58K | 322,507 |
| Jonathan Craig Kinney Director | Oct 31, 2025 | Buy | +500 | $18.85 | $9.43K | 322,107 |
| Kent Carstater CHIEF FINANCIAL OFFICER | Jul 31, 2025 | Buy | +2 | $18.24 | $36 | 48,152 |
| Kent Carstater CHIEF FINANCIAL OFFICER | Jul 31, 2025 | Buy | +19 | $18.18 | $345 | 48,150 |
| Kent Carstater CHIEF FINANCIAL OFFICER | Jul 31, 2025 | Buy | +2,400 | $18.45 | $44.28K | 52,031 |
| Kent Carstater CHIEF FINANCIAL OFFICER | Jul 31, 2025 | Buy | +551 | $18.25 | $10.06K | 48,703 |
| Kent Carstater CHIEF FINANCIAL OFFICER | Jul 31, 2025 | Buy | +1,000 | $18.60 | $18.60K | 53,131 |
| Kent Carstater CHIEF FINANCIAL OFFICER | Jul 31, 2025 | Buy | +100 | $18.50 | $1.85K | 52,131 |
| Kent Carstater CHIEF FINANCIAL OFFICER | Jul 31, 2025 | Buy | +91 | $18.41 | $1.68K | 49,631 |
| Kent Carstater CHIEF FINANCIAL OFFICER | Jul 31, 2025 | Buy | +224 | $18.35 | $4.11K | 49,540 |
| Kent Carstater CHIEF FINANCIAL OFFICER | Jul 31, 2025 | Buy | +115 | $18.34 | $2.11K | 49,316 |
| Kent Carstater CHIEF FINANCIAL OFFICER | Jul 31, 2025 | Buy | +498 | $18.26 | $9.09K | 49,201 |
| Michael A. Garcia Director | Jul 30, 2025 | Buy | +6,162 | $19.20 | $118.31K | 34,372 |
| Michael A. Garcia Director | Jul 29, 2025 | Buy | +4,276 | $19.20 | $82.10K | 28,210 |
| Michael A. Garcia Director | Jul 28, 2025 | Buy | +1,876 | $19.08 | $35.79K | 23,934 |
| Michael A. Garcia Director | Jul 28, 2025 | Buy | +871 | $19.20 | $16.72K | 22,058 |
| Oscar Leland Mahan Director | Jul 15, 2025 | Buy | +712 | $18.63 | $13.26K | 92,901 |
| Jonathan Craig Kinney Director | Jun 12, 2025 | Buy | +700 | $17.36 | $12.15K | 321,607 |
| Jonathan Craig Kinney Director | Jun 11, 2025 | Buy | +200 | $17.58 | $3.52K | 320,907 |
| Jonathan Craig Kinney Director | Jun 6, 2025 | Buy | +250 | $17.70 | $4.43K | 320,707 |
| Jonathan Craig Kinney Director | Jun 5, 2025 | Buy | +500 | $17.25 | $8.63K | 320,457 |
| Jonathan Craig Kinney Director | Jun 5, 2025 | Buy | +400 | $17.30 | $6.92K | 319,957 |
| Jonathan Craig Kinney Director | Jun 3, 2025 | Buy | +204 | $17.47 | $3.56K | 319,557 |
| Jonathan Craig Kinney Director | Jun 2, 2025 | Buy | +152 | $17.31 | $2.63K | 319,353 |
| Jonathan Craig Kinney Director | Jun 2, 2025 | Buy | +300 | $17.44 | $5.23K | 319,201 |
| Jonathan Craig Kinney Director | May 30, 2025 | Buy | +148 | $17.31 | $2.56K | 318,901 |
| Jonathan Craig Kinney Director | May 28, 2025 | Buy | +300 | $17.45 | $5.24K | 318,753 |
| Jonathan Craig Kinney Director | May 28, 2025 | Buy | +500 | $17.48 | $8.74K | 318,453 |
| Oscar Leland Mahan Director | May 5, 2025 | Sale | −30 | $17.33 | $520 | 92,189 |
| Oscar Leland Mahan Director | May 5, 2025 | Sale | −302 | $17.19 | $5.19K | 92,219 |
| Oscar Leland Mahan Director | May 5, 2025 | Sale | −100 | $17.18 | $1.72K | 92,521 |
| Oscar Leland Mahan Director | May 5, 2025 | Sale | −100 | $17.15 | $1.71K | 92,621 |
| Oscar Leland Mahan Director | May 5, 2025 | Sale | −3 | $17.15 | $51 | 92,721 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Oscar Leland Mahan Director | May 2, 2025 | 7,000 | $120.68K | May 2, 2025 | Various: Stock Grants, Stock Option Exercises |
| Paul Lim Nguonly Director | Feb 6, 2025 | 10,000 | $196.70K | Feb 6, 2025 | Purchase |
| Lim Nguonly Director | Dec 10, 2024 | 4,000 | $89.12K | Dec 10, 2024 | Open Market Purchase |
| Lim Nguonly Director | Nov 19, 2024 | 6,000 | $145.68K | Nov 19, 2024 | Open Market Purchase |
| Oscar Leland Mahan Director | Nov 18, 2024 | 20,000 | $559.20K | Nov 18, 2024 | Various: Stock Grants, Stock Option Exercises |
| Paul Lim Nguonly Director | Oct 30, 2023 | 5,813 | $100.97K | Oct 30, 2023 | PURCHASE |
| Paul Lim Nguonly Director | Jul 28, 2023 | 5,000 | $96.00K | Jul 27, 2023 | PURCHASE |