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John Marshall Bancorp

54 hedge funds and large institutions have $129M invested in John Marshall Bancorp in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $115M → $129M (+$14M)

4.23% more ownership

Funds ownership: 40.94%45.17% (+4.2%)

0% more funds holding

Funds holding: 5454 (0)

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$39M +$3.4M +155,234 +9%
BlackRock
2
BlackRock
New York
$18.3M +$386K +17,625 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13M +$45.1K +2,062 +0.3%
TFA
4
Toth Financial Advisory
Virginia
$8.73M -$192K -8,763 -2%
EWM
5
Evermay Wealth Management
Virginia
$6.71M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.71M -$33.6K -1,538 -0.5%
Bank of America
7
Bank of America
North Carolina
$5.42M +$4.34M +198,383 +278%
MCM
8
MAI Capital Management
Ohio
$4.4M +$4.52M +206,816 +1,649%
State Street
9
State Street
Massachusetts
$4.28M +$299K +13,648 +7%
FCM
10
FJ Capital Management
Virginia
$3.5M +$1.38M +63,298 +57%
EPCA
11
Elizabeth Park Capital Advisors
Ohio
$3.29M
Brown Advisory
12
Brown Advisory
Maryland
$2.46M -$107K -4,910 -4%
Northern Trust
13
Northern Trust
Illinois
$2.19M +$135K +6,178 +6%
CAM
14
Cresset Asset Management
Illinois
$2.04M
MFP
15
Meridian Financial Partners
Virginia
$1.16M -$105K -4,800 -8%
JP Morgan Chase
16
JP Morgan Chase
New York
$872K +$517K +23,640 +120%
Morgan Stanley
17
Morgan Stanley
New York
$718K -$132K -6,033 -14%
Goldman Sachs
18
Goldman Sachs
New York
$711K +$200K +9,125 +35%
Charles Schwab
19
Charles Schwab
California
$696K
N
20
Nuveen
North Carolina
$686K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$582K -$9.76K -446 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$448K +$6.34K +290 +1%
UBS Group
23
UBS Group
Switzerland
$390K +$103K +4,693 +32%
Barclays
24
Barclays
United Kingdom
$378K +$52.5K +2,399 +15%
PAMG
25
Patton Albertson Miller Group
Tennessee
$377K

JMSB Hedge Fund Activity: Q4 2024 in Review

54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q4 2024, worth a combined $129M — up 12% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JMSB positions and 5 closed out — a net gain of 1 holder — while 23 added to existing stakes and 10 trimmed.

The largest buyer was MAI Capital Management, adding an estimated $4.52M. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $650K sold.

  • 54 institutional investors held John Marshall Bancorp (JMSB) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $129M of John Marshall Bancorp stock for Q4 2024, up 12% quarter-over-quarter.
  • 6 funds opened new John Marshall Bancorp positions in Q4 2024 and 5 closed out, a net change of +1 holder.
  • The largest John Marshall Bancorp buyer in Q4 2024 was MAI Capital Management, an estimated $4.52M added.
  • The largest John Marshall Bancorp seller in Q4 2024 was CIBC Private Wealth Group, an estimated $650K sold.

Based on aggregated 13F filings for Q4 2024.