John Marshall Bancorp
JMSB
52 hedge funds and large institutions have $101M invested in John Marshall Bancorp in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 51 → 52 (+1)
0.68% more ownership
Funds ownership: 39.25% → 39.93% (+0.68%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19% less capital invested
Capital invested by funds: $125M → $101M (-$23.7M)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$2.22M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$1.11M |
| 3 |
IW
Imprint Wealth
Mount Pleasant,
South Carolina
|
+$641K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$305K |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$669K |
| 2 |
Morgan Stanley
New York
|
-$625K |
| 3 |
BlackRock
New York
|
-$613K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$362K |
| 5 |
Goldman Sachs
New York
|
-$279K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
51
Avior Wealth Management
Omaha,
Nebraska
| $17 | +$19 | +1 | New |
|
|
RJA
52
Raymond James & Associates
St Petersburg,
Florida
| – | -$362K | -16,068 | Closed |
|
|
53
Goldman Sachs
New York
| – | -$279K | -12,355 | Closed |
|
54
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$222K | -9,842 | Closed |
|
55
SG Americas Securities
New York
| – | -$153K | -6,802 | Closed |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$38 | +2 | New |
|
JMSB Hedge Fund Activity: Q1 2024 in Review
52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q1 2024, worth a combined $101M — down 19% from $125M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JMSB positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 17 trimmed.
The largest buyer was FJ Capital Management, adding an estimated $2.22M. The largest seller was Toth Financial Advisory, cutting an estimated $669K.
- 52 institutional investors held John Marshall Bancorp (JMSB) as of Q1 2024, up from 51 in Q4 2023.
- Funds reported $101M of John Marshall Bancorp stock for Q1 2024, down 19% quarter-over-quarter.
- 6 funds opened new John Marshall Bancorp positions in Q1 2024 and 5 closed out, a net change of +1 holder.
- The largest John Marshall Bancorp buyer in Q1 2024 was FJ Capital Management, an estimated $2.22M added.
- The largest John Marshall Bancorp seller in Q1 2024 was Toth Financial Advisory, an estimated $669K sold.
Based on aggregated 13F filings for Q1 2024.