John Marshall Bancorp, Inc. - COMMON STOCK (JMSB)

CUSIP: 47805L101

Q3 2021 13F Holders as of 30 Sep 2021

Type / Class
Equity / COMMON STOCK
Shares outstanding
14,189,066
Total 13F shares
68,481
Share change
+20,000
Total reported value
$1,242,600
Price per share
$18.14
Number of holders
2
Value change
+$363,000
Number of buys
1

Quarterly Holders Quick Answers

What is CUSIP 47805L101?
CUSIP 47805L101 identifies JMSB - John Marshall Bancorp, Inc. - COMMON STOCK in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of JMSB - John Marshall Bancorp, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Halpern Financial, Inc.
13F
Company
0.21%
29,730
 $521,762 — 30 Jun 2021
13F
Livingston Group Asset Management CO (operating as Southport Capital Management)
13F
Company
0.13%
18,751
 $329,000 — 30 Jun 2021
13F

Institutional Holders of John Marshall Bancorp, Inc. - COMMON STOCK (JMSB) as of Q3 2021

As of 30 Sep 2021, John Marshall Bancorp, Inc. - COMMON STOCK (JMSB) was held by 2 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 68,481 shares. The largest 2 holders included Halpern Financial, Inc. and Livingston Group Asset Management CO (operating as Southport Capital Management). This page lists 2 institutional shareholders reporting positions in this security for the Q3 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2021 vs Q2 2021 Across Filers

Q2 2021 holders
2
Q3 2021 holders
2
Holder diff
0
Investor Q2 2021 Shares Q3 2021 Shares Share Diff Share Chg % Q2 2021 Value $ Q3 2021 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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