Canandaigua National Corp’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $15M | Buy |
111,860
+1,362
| +1% | +$183K | 2.55% | 5 |
|
|
2022
Q3 | $11.5M | Buy |
110,498
+12,459
| +13% | +$1.3M | 2.05% | 8 |
|
|
2022
Q2 | $11M | Sell |
98,039
-5,514
| -5% | -$621K | 1.96% | 7 |
|
|
2022
Q1 | $14.1M | Sell |
103,553
-2,841
| -3% | -$387K | 2.15% | 5 |
|
|
2021
Q4 | $16.8M | Buy |
106,394
+654
| +0.6% | +$104K | 2.49% | 4 |
|
|
2021
Q3 | $17.3M | Sell |
105,740
-473
| -0.4% | -$77.4K | 2.82% | 3 |
|
|
2021
Q2 | $16.5M | Sell |
106,213
-3,548
| -3% | -$552K | 2.68% | 4 |
|
|
2021
Q1 | $16.7M | Sell |
109,761
-4,875
| -4% | -$742K | 2.82% | 4 |
|
|
2020
Q4 | $14.6M | Sell |
114,636
-16,743
| -13% | -$2.13M | 2.56% | 4 |
|
|
2020
Q3 | $12.6M | Sell |
131,379
-2,138
| -2% | -$206K | 2.24% | 5 |
|
|
2020
Q2 | $12.6M | Buy |
+133,517
| New | +$12.6M | 2.31% | 4 |
|