SEC 13F Intelligence

Canandaigua National Bank & Trust Co / JPM

Canandaigua National Bank & Trust Co’s Jpmorgan Chase & Co Position

Does Canandaigua National Bank & Trust Co own Jpmorgan Chase & Co (JPM)? Yes82.0K shares worth $27M (+2.26% of its 13F portfolio) as of Q2 2026, down from 84.2K shares the prior filed quarter.

Position Value
$27M
Q2 2026
Shares
82.0K
% of Portfolio
+2.26%
Quarters Held
19
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $13MQ2 ’19: $15MQ3 ’19: $16MQ3 ’19Q4 ’19: $19MQ1 ’20: $12MQ1 ’23: $14,726Q1 ’23Q2 ’23: $16MQ3 ’23: $16MQ4 ’23: $18MQ4 ’23Q1 ’24: $20MQ2 ’24: $20MQ3 ’24: $20MQ3 ’24Q4 ’24: $22MQ1 ’25: $22MQ2 ’25: $26MQ2 ’25Q3 ’25: $27MQ4 ’25: $27MQ2 ’26: $27MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202682.0K$27M+2.26%
Q4 202584.2K$27M+2.43%
Q3 202587.0K$27M+2.41%
Q2 202589.0K$26M+2.39%
Q1 202588.7K$22M+2.17%
Q4 202492.2K$22M+2.18%
Q3 202493.6K$20M+1.88%
Q2 202499.3K$20M+2.18%
Q1 2024100.7K$20M+2.97%
Q4 2023107.0K$18M+2.81%
Q3 2023109.9K$16M+2.58%
Q2 2023110.6K$16M+2.61%
Q1 2023113.0K$14,726+2.48%
Q1 2020136.3K$12M+2.60%
Q4 2019133.8K$19M+3.15%
Q3 2019135.8K$16M+2.82%
Q2 2019133.3K$15M+2.74%
Q1 2019133.0K$13M+2.58%
Q4 2018131.3K$13M+2.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Canandaigua National Bank & Trust Co’s full portfolio or all institutional holders of JPM.