JMSB Hedge Fund Ownership (Q1 2026)

John Marshall Bancorp Inc (JMSB)

74 + Investors. Track Smart Money conviction in JMSB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — JMSB

Based on 75 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added JMSB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

75 hedge funds hold JMSB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +44% more funds vs a year ago

fund count last 6Q

+23 new funds entered over the past year (+44% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 65% buying

42 buying23 selling

Last quarter: 42 funds were net buyers (10 opened a brand new position + 32 added to an existing one). Only 23 were sellers (17 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 9 → 8 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 25% new

37 out of 75 hedge funds have held JMSB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +24%, value -11%

Value

-10%

+24%

Last quarter: funds added +24% more shares while total portfolio value only changed -11%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~10 new funds/quarter

5 → 12 → 9 → 8 → 10 new funds/Q

New funds entering each quarter: 12 → 9 → 8 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 49% veterans vs 36% newcomers

■ 49% veterans ■ 15% 1-2yr ■ 36% new

Entry-cohort mix of 75 holders: 37 (49%) are 2+ year veterans, 11 entered 1–2 years ago, and 27 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

24 of 75 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in JMSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	74	71	4.23%
13F Shares	7M	6M	24.27%
Total Value	$99M	$110M	-10.67%
New Positions	9	8	+1
Increased Positions	32	21	+11
Closed Positions	6	3	+3
Reduced Positions	17	22	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

4.23%

13F Shares

24.27%

Total Value

$99M

$110M

-10.67%

New Positions

Increased Positions

+11

Closed Positions

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

74 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JMSB. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 JMSB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Elizabeth Park Capital Advisors, Ltd.	1.59%	105,339	$2.3M
2	Evermay Wealth Management LLC	0.79%	351,149	$7.7M
3	Toth Financial Advisory Corp	0.72%	336,253	$7.3M
4	Meridian Financial Partners LLC	0.43%	57,619	$1.3M
5	Selective Wealth Management, Inc.	0.24%	41,103	$912K
6	KFA Private Wealth Group, LLC	0.08%	14,865	$324K
7	Occudo Quantitative Strategies LP	0.01%	10,624	$232K
8	MAI Capital Management	0.01%	133,192	$2.9M
9	Snowden Capital Advisors LLC	0.01%	21,016	$458K
10	Cresset Asset Management, LLC	0.01%	104,494	$2.3M
11	Wealthspire Advisors, LLC	0.01%	64,333	$1.4M
12	Advisory Services Network, LLC	0.01%	21,550	$470K
13	XTX Topco Ltd	0.00%	14,077	$307K
14	Brown Advisory Inc	0.00%	108,342	$2.4M
15	Trexquant Investment LP	0.00%	24,310	$530K
16	Renaissance Technologies LLC	0.00%	103,700	$2.3M
17	Mackenzie Financial Corp	0.00%	88,203	$1.9M
18	Quadrature Capital Ltd	0.00%	9,274	$202K
19	Marshall Wace, LLP	0.00%	98,090	$2.1M
20	NewEdge Advisors, LLC	0.00%	21,086	$460K
21	Atlantic Union Bankshares Corp	0.00%	3,375	$74K
22	Tower Research Capital LLC (TRC)	0.00%	2,256	$49K
23	Quantinno Capital Management LP	0.00%	45,500	$992K
24	Versant Capital Management, Inc	0.00%	475	$10K
25	Lido Advisors, LLC	0.00%	12,505	$273K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — John Marshall Bancorp Inc (JMSB)

What does the Smart Money Trend signal show for JMSB?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added JMSB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JMSB?

More buyers than sellers — 65% buying: Last quarter: 42 funds were net buyers (10 opened a brand new position + 32 added to an existing one). Only 23 were sellers (17 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JMSB holders?

Elite ownership — 40% AUM from top-100 funds: 24 of 75 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in JMSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JMSB?

49% of holders stayed for 2+ years: 37 out of 75 hedge funds have held JMSB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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John Marshall Bancorp Inc (JMSB)

Smart Money Signals — JMSB

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +44% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~10 new funds per quarter

49% of holders stayed for 2+ years

Buying through price weakness — shares +24%, value -11%

Steady discovery — ~10 new funds/quarter

Veteran-anchored — 49% veterans vs 36% newcomers

Elite ownership — 40% AUM from top-100 funds

Institutional Sentiment Summary — JMSB

Hedge Fund Ownership: JMSB

Market Analysis: JMSB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JMSB

Hedge Fund Positioning: JMSB

Statistics: JMSB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — John Marshall Bancorp Inc (JMSB)

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