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John Marshall Bancorp

54 hedge funds and large institutions have $115M invested in John Marshall Bancorp in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,767% more call options, than puts

Call options by funds: $352K | Put options by funds: $6K

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

15% more capital invested

Capital invested by funds: $99.9M → $115M (+$15.3M)

4% more funds holding

Funds holding: 5254 (+2)

0.75% more ownership

Funds ownership: 40.19%40.94% (+0.75%)

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
14
Closed
5
Calls
$352K
Puts
$6K
Net Calls
+$346K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$35.4M +$2.75M +147,021 +9%
BlackRock
2
BlackRock
New York
$17.7M +$703K +37,560 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.8M +$409K +21,826 +3%
TFA
4
Toth Financial Advisory
Virginia
$8.77M -$502K -26,837 -6%
EWM
5
Evermay Wealth Management
Virginia
$6.61M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.65M +$41.5K +2,215 +0.8%
State Street
7
State Street
Massachusetts
$3.94M +$54.4K +2,903 +1%
EPCA
8
Elizabeth Park Capital Advisors
Ohio
$3.24M -$7.7K -411 -0.3%
Brown Advisory
9
Brown Advisory
Maryland
$2.52M -$7.49K -400 -0.3%
FCM
10
FJ Capital Management
Virginia
$2.2M -$2.66M -142,257 -56%
Northern Trust
11
Northern Trust
Illinois
$2.03M -$42.2K -2,254 -2%
CAM
12
Cresset Asset Management
Illinois
$2.01M +$211K +11,250 +12%
Bank of America
13
Bank of America
North Carolina
$1.41M -$37.5K -2,001 -3%
MFP
14
Meridian Financial Partners
Virginia
$1.24M -$47K -2,511 -4%
HF
15
Halpern Financial
Virginia
$937K
Morgan Stanley
16
Morgan Stanley
New York
$826K +$383K +20,473 +96%
Charles Schwab
17
Charles Schwab
California
$685K
N
18
Nuveen
North Carolina
$675K
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$650K -$62.6K -3,345 -9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$582K -$184K -9,817 -25%
Goldman Sachs
21
Goldman Sachs
New York
$520K +$290K +15,491 +144%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$435K -$7.98K -426 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$391K +$226K +12,064 +157%
PAMG
24
Patton Albertson Miller Group
Tennessee
$371K
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$356K -$4.29K -229 -1%

JMSB Hedge Fund Activity: Q3 2024 in Review

54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q3 2024, worth a combined $115M — up 15% from $99.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JMSB positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $2.75M. The largest seller was FJ Capital Management, cutting an estimated $2.66M.

  • 54 institutional investors held John Marshall Bancorp (JMSB) as of Q3 2024, up from 52 in Q2 2024.
  • Funds reported $115M of John Marshall Bancorp stock for Q3 2024, up 15% quarter-over-quarter.
  • 7 funds opened new John Marshall Bancorp positions in Q3 2024 and 5 closed out, a net change of +2 holders.
  • The largest John Marshall Bancorp buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $2.75M added.
  • The largest John Marshall Bancorp seller in Q3 2024 was FJ Capital Management, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2024.