Bank of the James Financial Group, Inc(BOTJ)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

Snapshot
Info
Industry (SIC)
STATE COMMERCIAL BANKS (6022)
Exchange
XNAS
Market Cap
$0.1B

Bank of the James Financial Group Inc is a bank holding company that provides retail and commercial banking, deposit services, lending services, mortgage brokerage services, and other banking services. The company provides a range of deposit services including checking accounts, savings accounts and other time deposits of various types, ranging from daily money market accounts to longer-term certificates of deposit. It offers various types of secured and unsecured consumer loans, including personal loans, lines of credit, overdraft lines of credit, automobile loans, installment loans, demand l…

Price History
Seasonality
MonthAvg ReturnYears of Data
Jan +3.33% 15
Feb -0.03% 15
Mar -4.00% 15
Apr +0.96% 15
May +2.17% 15
Jun +0.09% 15
Jul +5.29% 14
Aug -2.34% 14
Sep -0.69% 14
Oct +3.21% 14
Nov +5.04% 14
Dec +2.71% 14
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators
SMA 20: $23.30
SMA 50: $22.99
SMA 200: $19.16
Current: $24.76
EMA 12: $23.91
EMA 26: $23.42
MACD: 0.4922 | Signal: 0.2067
BULLISH
ADX (14): 46.37
STRONG TREND
+DI: 42.35
−DI: 12.24
Momentum Oscillators
RSI (14): 72.38
OVERBOUGHT
Stoch %K: 58.09
Stoch %D: 65.10
Williams %R: -41.79
Volume & Volatility
BB Upper: $24.95
BB Lower: $21.65
NEUTRAL
OBV: 105,409
Vol SMA 20: 16,741
Vol ROC: 14.98%
ATR: $0.67
True Range: $0.19
HV 20: 24.3%
HV 30: 22.2%
HV 60: 25.8%

Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:29.942000
Date Range: 2024-05-16T00:00:00 – 2026-06-12T00:00:00
AI Analysis

Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News
Options Activity
Loading options activity...
Spread Scanner GPU

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR25 and BF25 from the live options chain. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Volatility Surface

Enter a ticker to render the implied volatility surface.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.16
Correlation (SPY)
7.8%
0.01
Ann. Volatility
25.9%
SPY Volatility
12.4%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

25 filers1,347,316 shares$27.37M value
# Filer Shares Value % of Total % of Float Period
1 Fourthstone LLC 385,498 $7.94M 29.01% 2026-03-31
2 PETTYJOHN, WOOD & WHITE, INC 224,259 $4.62M 16.88% 2026-03-31
3 VANGUARD GROUP INC Custodian 185,154 $3.44M 12.57% 2025-12-31
4 Daytona Street Capital LLC 157,123 $3.22M 11.77% 2026-03-31
5 CAPTRUST FINANCIAL ADVISORS 147,310 $3.03M 11.09% 2026-03-31
6 BRIDGEWAY CAPITAL MANAGEMENT, LLC 36,238 $746.50K 2.73% 2026-03-31
7 GEODE CAPITAL MANAGEMENT, LLC Custodian 35,455 $730.61K 2.67% 2026-03-31
8 DIMENSIONAL FUND ADVISORS LP Custodian 33,458 $689.29K 2.52% 2026-03-31
9 Krilogy Financial LLC 28,900 $653.43K 2.39% 2026-03-31
10 Empowered Funds, LLC Custodian 23,238 $478.70K 1.75% 2026-03-31
11 FIRST MANHATTAN CO. LLC. 22,311 $459.61K 1.68% 2026-03-31
12 LPL Financial LLC Custodian 14,320 $294.98K 1.08% 2026-03-31
13 MontVue Capital Management, Inc. 12,527 $258.06K 0.94% 2026-03-31
14 RFG - Bristol Wealth Advisors, LLC 11,344 $233.68K 0.85% 2026-03-31
15 BlackRock, Inc. Custodian 10,797 $222.42K 0.81% 2026-03-31
16 WELLS FARGO & COMPANY/MN Custodian 6,343 $130.66K 0.48% 2026-03-31
17 Atlantic Union Bankshares Corp 6,000 $123.60K 0.45% 2026-03-31
18 MORGAN STANLEY Custodian 4,025 $74.80K 0.27% 2025-12-31
19 Farther Finance Advisors, LLC Custodian 476 $9.82K 0.04% 2026-03-31
20 JONES FINANCIAL COMPANIES LLLP Custodian 300 $6.18K 0.02% 2026-03-31
21 Tower Research Capital LLC (TRC) Custodian 143 $2.95K 0.01% 2026-03-31
22 UBS Group AG Custodian 60 $1.24K <0.01% 2026-03-31
23 FMR LLC Custodian 5 $103 <0.01% 2026-03-31
24 SBI Securities Co., Ltd. 2 $41 <0.01% 2026-03-31
25 ACADIAN ASSET MANAGEMENT LLC 2,030 $40 <0.01% 2026-03-31
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period
Insider Activity
Latest: 2026-05-08
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-05-08 PHILLIP C JAMERSON Director Buy (P) +1,000 $23.40 $23.4K EDGAR
2026-05-07 LEWIS C ADDISON Director Buy (P) +82 $23.18 $1.9K EDGAR
2026-05-07 WILLIAM C III BRYANT Director Buy (P) +1,043 $23.11 $24.1K EDGAR
2026-02-20 WILLIAM C III BRYANT Director Buy (P) +996 $20.49 $20.4K EDGAR
2026-02-20 ROBERT R CHAPMAN President Buy (P) +1,200 $20.89 $25.1K EDGAR
2026-02-11 LEWIS C ADDISON Director Buy (P) +93 $20.50 $1.9K EDGAR
2025-12-01 PHILLIP C JAMERSON Director Buy (P) +1,114 $16.73 $18.6K EDGAR
2025-11-19 LEWIS C ADDISON Director Buy (P) +113 $16.75 $1.9K EDGAR
2025-11-19 WILLIAM C III BRYANT Director Buy (P) +59 $16.75 $988 EDGAR
2025-11-18 PHILLIP C JAMERSON Director Buy (P) +589 $16.75 $9.9K EDGAR
2025-08-26 WILLIAM C III BRYANT Director Buy (P) +2,525 $15.43 $39.0K EDGAR
2025-08-15 J TODD SCRUGGS Secretary-Treasurer Buy (P) +356 $14.30 $5.1K EDGAR
2025-08-14 LEWIS C ADDISON Director Buy (P) +134 $14.00 $1.9K EDGAR
2025-08-13 HARRY P JR UMBERGER EVP - Chief Credit Officer Buy (P) +138 $13.88 $1.9K EDGAR
2025-08-12 MICHAEL A SYREK President - Bank of the James Buy (P) +250 $13.97 $3.5K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
16 insiders · @ $24.76
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 WATT R JR FOSTER Director 131,679 $3.26M $747.1K 34 2024-02-07
2 ROBERT R CHAPMAN President 124,118 $3.07M $266.7K 60 2026-02-20
3 JAMES F DALY Director 77,970 $1.93M $982.5K 1 2016-08-09
4 WILLIAM C III BRYANT Director 77,716 $1.92M $671.1K 58 2026-05-07
5 LYDIA K LANGLEY Director 45,400 $1.12M $473.0K 21 2020-07-29
6 J TODD SCRUGGS Secretary-Treasurer 33,507 $829.6K $22.0K 9 2025-08-15
7 JOHN R JR ALFORD Director 25,000 $619.0K $195.4K 27 2024-02-20
8 LEWIS C ADDISON Director 19,721 $488.3K $88.7K 30 2026-05-07
9 PHILLIP C JAMERSON Director 18,190 $450.4K $215.6K 7 2026-05-08
10 THOMAS W JR PETTYJOHN Director 17,995 $445.6K $38.4K 7 2023-05-12
11 MICHAEL A SYREK President - Bank of the James 15,007 $371.6K $96.7K 17 2025-08-12
12 JULIE P DOYLE Director 11,903 $294.7K $203.8K 17 2024-02-09
13 AUBREY DOUGLAS III DALTON Director 11,353 $281.1K $3.6K 1 2023-05-15
14 AUGUSTUS A JR PETTICOLAS Director 2,560 $63.4K $1.9K 1 2023-05-12
15 HARRY P JR UMBERGER EVP - Chief Credit Officer 2,025 $50.1K $4.3K 4 2025-08-13
16 ERIC JOHN JR SORENSON EVP 1,966 $48.7K $6.1K 1 2023-05-05
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.