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John Marshall Bancorp
JMSB

Overview Fund Activity

51 hedge funds and large institutions have $125M invested in John Marshall Bancorp in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
4
Increased
20
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$19.9M
2
TFA
2
Toth Financial Advisory
Virginia
$10.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.19M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.8M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$35.2M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$0
2
FCM
2
FJ Capital Management
Virginia
$2.21M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$844K
4
MFP
4
Meridian Financial Partners
Virginia
$1.33M
5
Brown Advisory
5
Brown Advisory
Maryland
$2.89M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$35.2M 1,560,214 +18,954 +1%
BlackRock
2
BlackRock
New York
$19.9M 880,055 +70,654 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.8M 610,428 +34,879 +6%
TFA
4
Toth Financial Advisory
Virginia
$10.9M 484,644 +61,315 +14%
EWM
5
Evermay Wealth Management
Virginia
$7.53M 333,980 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.93M 262,788 +6,908 +3%
State Street
7
State Street
Massachusetts
$4.35M 192,844 +3,568 +2%
EPCA
8
Elizabeth Park Capital Advisors
Ohio
$3.97M 176,071 – –
Brown Advisory
9
Brown Advisory
Maryland
$2.89M 128,214 -5,900 -4%
Northern Trust
10
Northern Trust
Illinois
$2.49M 110,546 +11,428 +12%
FCM
11
FJ Capital Management
Virginia
$2.21M 98,041 -8,437 -8%
Bank of America
12
Bank of America
North Carolina
$1.84M 81,755 +425 +0.5%
CAM
13
Cresset Asset Management
Illinois
$1.7M 75,514 +276 +0.4%
MFP
14
Meridian Financial Partners
Virginia
$1.33M 64,930 -6,777 -9%
Morgan Stanley
15
Morgan Stanley
New York
$1.19M 52,600 +43,011 +449%
HF
16
Halpern Financial
Virginia
$1.04M 49,730 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$844K 37,408 -6,819 -15%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$817K 36,204 -5,008 -12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$767K 33,987 +14,792 +77%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$743K 32,953 +6,200 +23%
Charles Schwab
21
Charles Schwab
California
$743K 32,930 – –
UBS Group
22
UBS Group
Switzerland
$484K 21,439 +5,812 +37%
PAMG
23
Patton Albertson Miller Group
Tennessee
$423K 18,751 – –
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$388K 17,216 -185 -1%
Barclays
25
Barclays
United Kingdom
$387K 17,121 +14,853 +655%
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