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JMSB · John Marshall Bancorp, Inc. · Held by Funds

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$23.07 -0.06 (-0.26%) At close · Nov 12
Russell 2000 member Rebalance outlook locked
Market Cap
$325.56M
Shares
14.11M
Volume · Nov 12 119.29K Avg daily vol (3M) 136.51K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of JMSB by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 11.25% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.97% 419,101
Index ETFs 8.28% 1,168,764
Active ETFs 0.02% 2,130
Active funds 8.92% 1,258,199
Unclassified 0.01% 916
All registered funds 20.19% 2,849,110
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding JMSB

103 fund positions
Fund Balance Value % of Fund Open
T. Rowe Price Small-Cap Value Fund, Inc. 1,206,850 $26,309,330 0.25%
VANGUARD TOTAL STOCK MARKET INDEX FUND 379,425 $8,271,465 0.00%
iShares Russell 2000 ETF 336,487 $7,335,417 0.01%
Fidelity Small Cap Index Fund 135,634 $3,146,709 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 143,868 $3,136,322 0.00%
iShares Russell 2000 Value ETF 136,460 $2,974,828 0.02%
VANGUARD RUSSELL 2000 INDEX FUND 71,928 $1,642,836 0.01%
Fidelity Extended Market Index Fund 58,043 $1,325,702 0.00%
iShares Micro-Cap ETF 43,591 $950,284 0.06%
Schwab Small-Cap Index Fund 29,993 $695,838 0.01%
iShares Core S&P Total U.S. Stock Market ETF 31,901 $695,442 0.00%
Fidelity Total Market Index Fund 21,849 $499,031 0.00%
Master Small Cap Index Series 21,945 $478,401 0.01%
Fidelity Series Total Market Index Fund 18,955 $432,932 0.00%
Nuveen Small Cap Blend Index Fund 17,472 $405,350 0.01%
Fidelity Small Cap Value Index Fund 17,429 $379,952 0.02%
EQ/2000 Managed Volatility Portfolio 15,786 $344,135 0.01%
Goldman Sachs Small Cap Value Insights Fund 14,768 $342,618 0.03%
Goldman Sachs Absolute Return Tracker Fund 13,912 $317,750 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 11,713 $267,525 0.02%
Nuveen Equity Index Fund 10,900 $252,880 0.00%
LVIP State Street Small-Cap Index Fund 9,300 $202,740 0.01%
Schwab Total Stock Market Index Fund 8,443 $195,878 0.00%
Fidelity Nasdaq Composite Index Fund 8,392 $191,673 0.00%
Small Cap Index Fund 6,689 $145,820 0.01%
Global X Russell 2000 ETF 6,040 $140,128 0.01%
VANGUARD BALANCED INDEX FUND 6,265 $136,577 0.00%
Bridge Builder Small/Mid Cap Value Fund 6,139 $133,830 0.00%
iShares Russell 3000 ETF 5,923 $129,121 0.00%
Small Cap Index Fund 5,094 $116,347 0.01%
Dimensional U.S. Small Cap ETF 4,988 $115,722 0.00%
EQ/Small Company Index Portfolio 5,080 $110,744 0.01%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 5,012 $109,262 0.00%
First Trust NASDAQ ABA Community Bank Index Fund 4,974 $108,433 0.12%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 4,700 $102,460 0.00%
Small-Cap Index Portfolio 4,432 $96,618 0.01%
MetLife Russell 2000 Index Portfolio 4,296 $93,653 0.01%
SIIT SMALL CAP FUND 4,054 $92,593 0.05%
Small Cap Index Trust 3,552 $77,434 0.01%
SIIT SMALL CAP II FUND 3,310 $75,600 0.03%
U.S. SMALL CAP PORTFOLIO 3,232 $74,982 0.00%
U.S. MICRO CAP PORTFOLIO 3,159 $73,289 0.00%
ATM Small Cap Managed Volatility Portfolio 3,314 $72,245 0.01%
NVIT Small Cap Index Fund 3,033 $66,119 0.01%
1290 VT Micro Cap Portfolio 2,915 $63,547 0.03%
SIIT EXTENDED MARKET INDEX FUND 2,700 $61,668 0.00%
Voya RussellTM Small Cap Index Portfolio 2,406 $52,451 0.01%
iShares Russell Small/Mid-Cap Index Fund 2,200 $51,040 0.00%
1290 VT Small Cap Value Portfolio 2,263 $49,333 0.01%
EQ/AB Small Cap Growth Portfolio 2,220 $48,396 0.00%
Showing 1–50 of 103 positions
Key facts CIK 1710482 CUSIP 47805L101 13F (30d) 65 filings 53 filers Visit website Investor relations