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John Marshall Bancorp
JMSB

Overview Fund Activity

51 hedge funds and large institutions have $106M invested in John Marshall Bancorp in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
19
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$31M
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$1.16M
3
BlackRock
3
BlackRock
New York
$16.2M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.8M
5
Lido Advisors
5
Lido Advisors
California
$251K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$0
3
MWM
3
Madison Wealth Management
Ohio
$252K
4
TFA
4
Toth Financial Advisory
Virginia
$8.64M
5
Bank of America
5
Bank of America
North Carolina
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$31M 1,541,260 +91,639 +6%
BlackRock
2
BlackRock
New York
$16.2M 807,610 +42,582 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.5M 574,084 +592 +0.1%
TFA
4
Toth Financial Advisory
Virginia
$8.64M 430,162 -4,781 -1%
EWM
5
Evermay Wealth Management
Virginia
$6.74M 332,087 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.8M 238,920 +17,614 +8%
State Street
7
State Street
Massachusetts
$3.74M 184,025 +12,014 +7%
EPCA
8
Elizabeth Park Capital Advisors
Ohio
$3.54M 176,071 – –
Brown Advisory
9
Brown Advisory
Maryland
$2.57M 127,686 -2,412 -2%
Northern Trust
10
Northern Trust
Illinois
$1.97M 97,834 +5,504 +6%
CAM
11
Cresset Asset Management
Illinois
$1.53M 75,234 – –
Bank of America
12
Bank of America
North Carolina
$1.49M 73,958 -3,433 -4%
MFP
13
Meridian Financial Partners
Virginia
$1.43M 71,707 – –
HFRG
14
Houlihan Financial Resource Group
Virginia
$1.16M 58,094 +58,094 New
HF
15
Halpern Financial
Virginia
$999K 49,730 – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$861K 42,871 +2,308 +6%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$828K 41,212 – –
LWM
18
Laidlaw Wealth Management
New York
$682K 33,971 – –
Charles Schwab
19
Charles Schwab
California
$662K 32,930 +2,176 +7%
First Trust Advisors
20
First Trust Advisors
Illinois
$624K 31,067 +285 +0.9%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$537K 26,753 – –
PAMG
22
Patton Albertson Miller Group
Tennessee
$377K 18,751 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$373K 18,539 +391 +2%
Mariner
24
Mariner
Kansas
$350K 17,399 +928 +6%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$347K 17,249 +64 +0.4%
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