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Canandaigua National Trust of Florida’s JPMorgan Chase JPM Stock Holding History

Canandaigua National Trust of Florida’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 		$1.46M Sell
4,979
-614
-11% -$186K 1.18% 17
2025
Q4 		$1.8M Buy
5,593
+444
+9% +$137K 1.13% 16
2025
Q3 		$1.62M Sell
5,149
-114
-2% -$33.9K 1.29% 16
2025
Q2 		$1.53M Sell
5,263
-30
-0.6% -$7.66K 1.09% 18
2025
Q1 		$1.3M Buy
5,293
+153
+3% +$39K 1.14% 17
2024
Q4 		$1.23M Buy
5,140
+496
+11% +$116K 0.96% 20
2024
Q3 		$979K Buy
+4,644
New +$978K 0.84% 26

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Canandaigua National Trust of Florida's JPM Position: Q1 2026 in Review

Canandaigua National Trust of Florida reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2026, selling an estimated $186K and leaving 4,979 shares worth $1.46M. The position accounts for 1.18% of the portfolio, ranked #17.

Canandaigua National Trust of Florida first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Canandaigua National Trust of Florida held 4,979 shares of JPMorgan Chase worth $1.46M as of Q1 2026.
  • Canandaigua National Trust of Florida sold 614 JPMorgan Chase shares in Q1 2026, an estimated $186K.
  • JPMorgan Chase made up 1.18% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #17 holding.
  • Canandaigua National Trust of Florida first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • Canandaigua National Trust of Florida's JPMorgan Chase position peaked at $1.8M in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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