Purchases and Sales Made in Q2 2025 in John Marshall Bancorp, Inc. (JMSB)
This table provides information about the institutional ownership of John Marshall Bancorp, Inc. (JMSB) during Q2 2025. The information is specifically focused on institutions that hold shares of John Marshall Bancorp, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.25K+ 0.96% |
$88.6K - $118K
|
655K
$12.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
4.39K+ 1.5% |
$62.2K - $82.6K
|
296K
$5.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.38KNew |
$47.9K - $63.6K
|
3.38K
$63.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.42KNew |
$34.3K - $45.5K
|
2.42K
$45.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
256New |
$3.63K - $4.82K
|
256
$4.84K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
164+ 230.99% |
$2.33K - $3.09K
|
235
$4.44K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
138+ 63.89% |
$1.96K - $2.6K
|
354
$6.69K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
66+ 94.29% |
$937 - $1.24K
|
136
$2.57K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
63+ 6300.0% |
$894 - $1.19K
|
64
$1.21K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4New |
$56.8 - $75.4
|
4
$75.6
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 2.5% |
$42.6 - $56.5
|
123
$2.33K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$14.2 - $18.8
|
1
$18.9
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 50.0% |
$14.2 - $18.8
|
1
$18.9
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-4.44K- 51.11% |
$62.9K - $83.6K
|
4.24K
$80.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13.7K- 3.28% |
$194K - $257K
|
403K
$7.62M
|