Canandaigua National Corp’s JPMorgan Chase JPM Stock Holding History

Canandaigua National Corp’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.2M	Buy	+82,359	New	+$25M	2.17%	9
2022 Q4	$15M	Buy	111,860 +1,362	+1%	+$173K	2.55%	5
2022 Q3	$11.5M	Buy	110,498 +12,459	+13%	+$1.43M	2.05%	8
2022 Q2	$11M	Sell	98,039 -5,514	-5%	-$683K	1.96%	7
2022 Q1	$14.1M	Sell	103,553 -2,841	-3%	-$419K	2.15%	5
2021 Q4	$16.8M	Buy	106,394 +654	+0.6%	+$107K	2.49%	4
2021 Q3	$17.3M	Sell	105,740 -473	-0.4%	-$74.2K	2.82%	3
2021 Q2	$16.5M	Sell	106,213 -3,548	-3%	-$557K	2.68%	4
2021 Q1	$16.7M	Sell	109,761 -4,875	-4%	-$701K	2.82%	4
2020 Q4	$14.6M	Sell	114,636 -16,743	-13%	-$1.87M	2.56%	4
2020 Q3	$12.6M	Sell	131,379 -2,138	-2%	-$210K	2.24%	5
2020 Q2	$12.6M	Buy	+133,517	New	+$12.7M	2.31%	4

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Canandaigua National Corp's JPM Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in JPMorgan Chase (JPM) in Q1 2026: 82,359 shares worth $24.2M. The stake represents 2.17% of the portfolio and ranks #9 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in JPM as recently as Q4 2022.

Canandaigua National Corp first reported a position in JPM in Q2 2020 and has held it in 12 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Canandaigua National Corp held 82,359 shares of JPMorgan Chase worth $24.2M as of Q1 2026.
JPMorgan Chase was a new Canandaigua National Corp position in Q1 2026.
JPMorgan Chase made up 2.17% of Canandaigua National Corp's portfolio in Q1 2026, its #9 holding.
Canandaigua National Corp first reported a position in JPMorgan Chase in Q2 2020 and has held it in 12 quarters since.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.