First Battle of Kernstown - Background

Background

Further information: Confederate order of battle, Union order of battle

Jackson's division had been withdrawing "up" the Valley (to the higher elevations at the southwest end of the Valley) to cover the flank of Gen. Joseph E. Johnston's army, withdrawing from the Centreville–Manassas area to protect Richmond. Without this protective movement, the Federal army under Banks might strike at Johnston through passes in the Blue Ridge Mountains. By March 12, 1862, Banks occupied Winchester just after Jackson had withdrawn from the town, marching at a leisurely pace 42 miles up the Valley Pike to Mount Jackson. On March 21, Jackson received word that Banks was splitting his force, with two divisions (under Brig. Gens. John Sedgwick and Alpheus S. Williams) returning to the immediate vicinity of Washington, D.C., freeing up other Union troops to participate in Maj. Gen. George B. McClellan's Peninsula Campaign against Richmond. The remaining division, under Brig. Gen. James Shields, was stationed at Strasburg to guard the lower (northeastern) Valley, and intelligence indicated that it was withdrawing toward Winchester. Banks made preparations to leave the Valley personally on March 23.

Jackson's orders from Johnston were to prevent Banks's force from leaving the Valley, which it appeared they were now doing. Jackson turned his men around and, in one of the more grueling forced marches of the war, moved northeast 25 miles on March 22 and another 15 to Kernstown on the morning of March 23. His cavalry, under Col. Turner Ashby, skirmished with the Federals on March 22, during which engagement Shields was wounded with a broken arm from an artillery shell fragment. Despite his injury, Shields sent part of his division south of Winchester and one brigade marching to the north, seemingly abandoning the area, but in fact halting nearby to remain in reserve. He then turned over tactical command of his division to Col. Nathan Kimball, although throughout the battle to come, he sent numerous messages and orders to Kimball. Confederate loyalists in Winchester mistakenly informed Turner Ashby that Shields had left only four regiments and a few guns (about 3,000 men) and that these remaining troops had orders to march for Harpers Ferry in the morning. Ashby, who normally had a reputation as a reliable cavalry scout, inexplicably did not verify the civilian reports and passed them on to Jackson. Jackson marched aggressively north with his 3,000-man division, reduced from its peak as stragglers fell out of the column, unaware that he was soon to be attacking almost 9,000 men.