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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.53M	Sell	5,263 -30	-0.6%	-$8.7K	1.09%	18
2025 Q1	$1.3M	Buy	5,293 +153	+3%	+$37.5K	1.14%	17
2024 Q4	$1.23M	Buy	5,140 +496	+11%	+$119K	0.96%	20
2024 Q3	$979K	Buy	+4,644	New	+$979K	0.84%	26