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John Marshall Bancorp
JMSB

Overview Fund Activity

53 hedge funds and large institutions have $145M invested in John Marshall Bancorp in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
19
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$22.3M
2
LNC
2
Lincoln National Corp
Pennsylvania
$338K
3
Invesco
3
Invesco
Georgia
$306K
4
Bank of America
4
Bank of America
North Carolina
$2.04M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$271K

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
LWM
2
Laidlaw Wealth Management
New York
$912K
3
TFA
3
Toth Financial Advisory
Virginia
$12.9M
4
CAM
4
Cresset Asset Management
Illinois
$2.17M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$41.7M 1,449,621 -1,203 -0.1%
BlackRock
2
BlackRock
New York
$22.3M 774,358 +40,463 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.4M 569,837 +1,853 +0.3%
TFA
4
Toth Financial Advisory
Virginia
$12.9M 447,956 -19,870 -4%
EWM
5
Evermay Wealth Management
Virginia
$9.56M 332,087 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.11M 212,294 +8,598 +4%
EPCA
7
Elizabeth Park Capital Advisors
Ohio
$5.07M 176,071 – –
State Street
8
State Street
Massachusetts
$4.74M 164,856 +4,882 +3%
Brown Advisory
9
Brown Advisory
Maryland
$3.65M 126,823 – –
Northern Trust
10
Northern Trust
Illinois
$2.71M 94,249 +1,144 +1%
CAM
11
Cresset Asset Management
Illinois
$2.17M 75,234 -5,000 -6%
Bank of America
12
Bank of America
North Carolina
$2.04M 70,714 +10,489 +17%
MFP
13
Meridian Financial Partners
Virginia
$1.79M 71,707 – –
HF
14
Halpern Financial
Virginia
$1.43M 49,730 – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.22M 42,497 +6,124 +17%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$1.19M 41,212 – –
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$1.05M 36,377 -4,953 -12%
LWM
18
Laidlaw Wealth Management
New York
$912K 31,687 -20,000 -39%
Charles Schwab
19
Charles Schwab
California
$885K 30,754 +575 +2%
First Trust Advisors
20
First Trust Advisors
Illinois
$817K 28,386 -1,876 -6%
Mariner
21
Mariner
Kansas
$717K 24,911 +9,172 +58%
PAMG
22
Patton Albertson Miller Group
Tennessee
$540K 18,751 – –
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$486K 16,871 +352 +2%
BFC
24
Banc Funds Company
Illinois
$386K 13,400 – –
UBS Group
25
UBS Group
Switzerland
$361K 12,538 +1,798 +17%
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