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John Marshall Bancorp
JMSB

Overview Fund Activity

53 hedge funds and large institutions have $113M invested in John Marshall Bancorp in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
16
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Madison Wealth Management
Ohio
$394K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$392K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.78M
4
State Street
4
State Street
Massachusetts
$3.72M
5
Bank of America
5
Bank of America
North Carolina
$1.67M

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$0
2
Invesco
2
Invesco
Georgia
$0
3
TFA
3
Toth Financial Advisory
Virginia
$9.39M
4
EIA
4
Edgemoor Investment Advisors
Maryland
$0
5
GAM
5
Griffin Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$31.3M 1,449,621 – –
BlackRock
2
BlackRock
New York
$16.5M 765,028 -9,330 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.4M 573,492 +3,655 +0.6%
TFA
4
Toth Financial Advisory
Virginia
$9.39M 434,943 -13,013 -3%
EWM
5
Evermay Wealth Management
Virginia
$7.17M 332,087 – –
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$5.37M 41,212 – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.78M 221,306 +9,012 +4%
EPCA
8
Elizabeth Park Capital Advisors
Ohio
$3.8M 176,071 – –
State Street
9
State Street
Massachusetts
$3.72M 172,011 +7,155 +4%
Brown Advisory
10
Brown Advisory
Maryland
$2.81M 130,098 +3,275 +3%
Northern Trust
11
Northern Trust
Illinois
$1.99M 92,330 -1,919 -2%
Bank of America
12
Bank of America
North Carolina
$1.67M 77,391 +6,677 +9%
CAM
13
Cresset Asset Management
Illinois
$1.63M 75,234 – –
MFP
14
Meridian Financial Partners
Virginia
$1.56M 71,707 – –
HF
15
Halpern Financial
Virginia
$1.07M 49,730 – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$876K 40,563 -1,934 -5%
LWM
17
Laidlaw Wealth Management
New York
$734K 33,971 +2,284 +7%
First Trust Advisors
18
First Trust Advisors
Illinois
$665K 30,782 +2,396 +8%
Charles Schwab
19
Charles Schwab
California
$664K 30,754 – –
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$578K 26,753 -9,624 -26%
PAMG
21
Patton Albertson Miller Group
Tennessee
$405K 18,751 – –
MWM
22
Madison Wealth Management
Ohio
$394K 18,259 +18,259 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$392K 18,148 +16,465 +978%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$371K 17,185 +314 +2%
Mariner
25
Mariner
Kansas
$356K 16,471 -8,440 -34%
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