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John Marshall Bancorp

52 hedge funds and large institutions have $101M invested in John Marshall Bancorp in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 5152 (+1)

0.68% more ownership

Funds ownership: 39.25%39.93% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $125M → $101M (-$23.7M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
13
Reduced
17
Closed
5
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$29M +$1.11M +59,035 +4%
BlackRock
2
BlackRock
New York
$15.2M -$613K -32,507 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.1M +$144K +7,615 +1%
TFA
4
Toth Financial Advisory
Virginia
$8.05M -$669K -35,450 -7%
EWM
5
Evermay Wealth Management
Virginia
$5.98M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.92M +$218K +11,581 +4%
FCM
7
FJ Capital Management
Virginia
$3.86M +$2.22M +117,614 +120%
State Street
8
State Street
Massachusetts
$3.51M +$55.5K +2,942 +2%
EPCA
9
Elizabeth Park Capital Advisors
Ohio
$3.16M
Brown Advisory
10
Brown Advisory
Maryland
$2.29M -$5.66K -300 -0.2%
Northern Trust
11
Northern Trust
Illinois
$1.95M -$31.7K -1,680 -2%
Bank of America
12
Bank of America
North Carolina
$1.61M +$149K +7,877 +10%
CAM
13
Cresset Asset Management
Illinois
$1.35M -$4.15K -220 -0.3%
MFP
14
Meridian Financial Partners
Virginia
$1.06M
HF
15
Halpern Financial
Virginia
$883K
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$627K
N
17
Nuveen
North Carolina
$612K +$22.4K +1,188 +4%
Charles Schwab
18
Charles Schwab
California
$590K
Bank of New York Mellon
19
Bank of New York Mellon
New York
$589K -$85.9K -4,554 -12%
IW
20
Imprint Wealth
South Carolina
$588K +$641K +33,971 New
JP Morgan Chase
21
JP Morgan Chase
New York
$479K +$184K +9,774 +58%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$466K -$151K -7,981 -23%
UBS Group
23
UBS Group
Switzerland
$380K -$4.32K -229 -1%
Morgan Stanley
24
Morgan Stanley
New York
$348K -$625K -33,155 -63%
PAMG
25
Patton Albertson Miller Group
Tennessee
$336K

JMSB Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q1 2024, worth a combined $101M — down 19% from $125M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JMSB positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 17 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $2.22M. The largest seller was Toth Financial Advisory, cutting an estimated $669K.

  • 52 institutional investors held John Marshall Bancorp (JMSB) as of Q1 2024, up from 51 in Q4 2023.
  • Funds reported $101M of John Marshall Bancorp stock for Q1 2024, down 19% quarter-over-quarter.
  • 6 funds opened new John Marshall Bancorp positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest John Marshall Bancorp buyer in Q1 2024 was FJ Capital Management, an estimated $2.22M added.
  • The largest John Marshall Bancorp seller in Q1 2024 was Toth Financial Advisory, an estimated $669K sold.

Based on aggregated 13F filings for Q1 2024.