John Marshall Bancorp
JMSB
54 hedge funds and large institutions have $129M invested in John Marshall Bancorp in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 5 closing their positions.
130% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 10
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
12% more capital invested
Capital invested by funds: $115M → $129M (+$14M)
4.23% more ownership
Funds ownership: 40.94% → 45.17% (+4.2%)
0% more funds holding
Funds holding: 54 → 54 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$4.52M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.34M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$3.4M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$1.38M |
| 5 |
JP Morgan Chase
New York
|
+$517K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$650K |
| 2 |
Millennium Management
New York
|
-$296K |
| 3 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$192K |
| 4 |
FIA
FNY Investment Advisers
New York
|
-$168K |
| 5 |
Morgan Stanley
New York
|
-$132K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCA
51
Harbor Capital Advisors
Chicago,
Illinois
| $2K | -$44 | -2 | -2% |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$328 | +15 | +21% |
|
53
Russell Investments Group
London,
United Kingdom
| $763 | – | – | – |
|
|
GI
54
GAMMA Investing
Foster City,
California
| $241 | +$263 | +12 | New |
|
|
55
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$650K | -32,859 | Closed |
|
|
56
Millennium Management
New York
| – | -$296K | -14,989 | Closed |
|
|
FIA
57
FNY Investment Advisers
New York
| – | -$168K | -8,500 | Closed |
|
|
FFO
58
Fortitude Family Office
Scottsdale,
Arizona
| – | -$791 | -40 | Closed |
|
|
CPA
59
Capital Performance Advisors
Walnut Creek,
California
| – | -$514 | -26 | Closed |
|
JMSB Hedge Fund Activity: Q4 2024 in Review
54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q4 2024, worth a combined $129M — up 12% from $115M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JMSB positions and 5 closed out — a net gain of 1 holder — while 23 added to existing stakes and 10 trimmed.
The largest buyer was MAI Capital Management, adding an estimated $4.52M. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $650K sold.
- 54 institutional investors held John Marshall Bancorp (JMSB) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $129M of John Marshall Bancorp stock for Q4 2024, up 12% quarter-over-quarter.
- 6 funds opened new John Marshall Bancorp positions in Q4 2024 and 5 closed out, a net change of +1 holder.
- The largest John Marshall Bancorp buyer in Q4 2024 was MAI Capital Management, an estimated $4.52M added.
- The largest John Marshall Bancorp seller in Q4 2024 was CIBC Private Wealth Group, an estimated $650K sold.
Based on aggregated 13F filings for Q4 2024.