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John Marshall Bancorp
JMSB

Overview Fund Activity

50 hedge funds and large institutions have $94.2M invested in John Marshall Bancorp in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
18
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$1.9M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$4.57M
3
RJA
3
Raymond James & Associates
Florida
$287K
4
Bank of America
4
Bank of America
North Carolina
$1.45M
5
Brown Advisory
5
Brown Advisory
Maryland
$2.39M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$0
2
LWM
2
Laidlaw Wealth Management
New York
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$27.5M 1,541,260 – –
BlackRock
2
BlackRock
New York
$14.4M 809,401 +1,791 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.3M 575,549 +1,465 +0.3%
TFA
4
Toth Financial Advisory
Virginia
$7.56M 423,329 -6,833 -2%
EWM
5
Evermay Wealth Management
Virginia
$5.96M 333,980 +1,893 +0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.57M 255,880 +16,960 +7%
State Street
7
State Street
Massachusetts
$3.38M 189,276 +5,251 +3%
EPCA
8
Elizabeth Park Capital Advisors
Ohio
$3.14M 176,071 – –
Brown Advisory
9
Brown Advisory
Maryland
$2.39M 134,114 +6,428 +5%
FCM
10
FJ Capital Management
Virginia
$1.9M 106,478 +106,478 New
Northern Trust
11
Northern Trust
Illinois
$1.77M 99,118 +1,284 +1%
Bank of America
12
Bank of America
North Carolina
$1.45M 81,330 +7,372 +10%
CAM
13
Cresset Asset Management
Illinois
$1.34M 75,238 +4 +0%
MFP
14
Meridian Financial Partners
Virginia
$1.25M 71,707 – –
HF
15
Halpern Financial
Virginia
$888K 49,730 – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$789K 44,227 +1,356 +3%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$736K 41,212 – –
Charles Schwab
18
Charles Schwab
California
$588K 32,930 – –
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$478K 26,753 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$342K 19,195 +656 +4%
PAMG
21
Patton Albertson Miller Group
Tennessee
$335K 18,751 – –
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$311K 17,401 +152 +0.9%
RJA
23
Raymond James & Associates
Florida
$287K 16,068 +16,068 New
UBS Group
24
UBS Group
Switzerland
$279K 15,627 -314 -2%
Mariner
25
Mariner
Kansas
$258K 14,427 -2,972 -17%
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