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Disclosery

Canandaigua National Trust Co of Florida: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Canandaigua National Trust Co of Florida on JPM, newest first. How the timeline and the estimate are built.

Canandaigua National Trust Co of Florida held 5,928 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,928 shares
    Change vs previous 13F +949 shares

    1.08% of the 13F portfolio, value $1,961,160.

    13F-HR 0001471384-26-000003 filed by Canandaigua National Trust Co of Florida
    Accepted , ingested

  2. period ended2026-03-31
    13F 4,979 shares
    Change vs previous 13F -614 shares

    1.18% of the 13F portfolio, value $1,464,623.

    13F-HR 0001471384-26-000002 filed by Canandaigua National Trust Co of Florida
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,593 shares
    Change vs previous 13F +444 shares

    1.13% of the 13F portfolio, value $1,802,176.

    13F-HR 0001471384-26-000001 filed by Canandaigua National Trust Co of Florida
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,149 shares
    Change vs previous 13F -114 shares

    1.29% of the 13F portfolio, value $1,624,149.

    13F-HR 0001471384-25-000005 filed by Canandaigua National Trust Co of Florida
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,263 shares
    Change vs previous 13F -30 shares

    1.09% of the 13F portfolio, value $1,525,796.

    13F-HR 0001471384-25-000004 filed by Canandaigua National Trust Co of Florida
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,293 shares
    Change vs previous 13F +153 shares

    1.14% of the 13F portfolio, value $1,298,373.

    13F-HR 0001471384-25-000003 filed by Canandaigua National Trust Co of Florida
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,140 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,232,109.

    13F-HR 0001471384-25-000001 filed by Canandaigua National Trust Co of Florida
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).