Security key
47805L101
John Marshall Bancorp, Inc. - COMMON STOCK (JMSB)
CUSIP: 47805L101
Q2 2022 13F Holders as of 30 Jun 2022
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 4,885,616
- Total 13F value
- $110,388,025
- Share change
- +4,822,486
- SEC-reported price per share
- $22.54
- Number of holders
- 45
- Value change
- +$108,965,111
- Number of buys
- 43
- Shares outstanding
- 14,189,066
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2022
Institutions
45
Top holders
10
JMSB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2022
Previous quarter: Q1 2022
John Marshall Bancorp, Inc. SEC filings
John Marshall Bancorp, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 47805L101
Recent filing periods:
Ownership snapshot
Top reported holders of JMSB - John Marshall Bancorp, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Halpern Financial, Inc.
Disclosed value leader
Jean Edelman
Comparable rows
2/5
Latest evidence
27 May 2022
13F
3/4/5
Lead comparable stake: 0.35%
3 rows are not safely comparable across share classes.
Quick read
Halpern Financial, Inc. leads the comparable SEC ownership view at 0.35%.
2 of 5 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Halpern Financial, Inc.'s linked filing trail.
Comparable ownership
Top 2
Halpern Financial, Inc.
0.35%
BANC FUNDS CO LLC
0.09%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-5 of 5 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Halpern Financial, Inc. |
13F
Company
|
0.35%
|
$1,089,087
49,730 shares
|
— | 31 Mar 2022 |
| BANC FUNDS CO LLC |
13F
Company
|
0.09%
|
$293,000
13,400 shares
|
— | 31 Mar 2022 |
| Jean Edelman |
3/4/5
Director
|
—
class O/S missing
|
$7,555,086
321,493 shares
|
— | 26 Apr 2022 |
| William Ridenour |
3/4/5
Chief Banking Officer
|
—
class O/S missing
|
$3,112,152
132,432 shares
|
— | 26 Apr 2022 |
| Carl E. Dodson |
3/4/5
CHIEF OPERATING OFFICER & CRO
|
—
class O/S missing
|
$1,821,250
77,500 shares
|
— | 27 May 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
45
Shares
4,885,616
Rows available
45
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2022 vs Q1 2022 Across Filers
Q1 2022 holders
2
Q2 2022 holders
45
Holder diff
43
| Investor | Q1 2022 Shares | Q2 2022 Shares | Share Diff | Share Chg % | Q1 2022 value | Q2 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend