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Disclosery

CANANDAIGUA NATIONAL BANK & TRUST CO: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CANANDAIGUA NATIONAL BANK & TRUST CO on JPM, newest first. How the timeline and the estimate are built.

CANANDAIGUA NATIONAL BANK & TRUST CO held 79,303 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 79,303 shares
    Change vs previous 13F -2,647 shares

    2.28% of the 13F portfolio, value $26,235,811.

    13F-HR 0001074266-26-000004 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 81,950 shares
    Change vs previous 13F -409 shares

    2.26% of the 13F portfolio, value $26,824,694.

    13F-HR 0001074266-26-000003 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 82,359 shares
    Change vs previous 13F -1,860 shares

    2.17% of the 13F portfolio, value $24,226,723.

    13F-HR 0000759458-26-000001 filed by CANANDAIGUA NATIONAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 84,219 shares
    Change vs previous 13F -2,765 shares

    2.43% of the 13F portfolio, value $27,137,046.

    13F-HR 0001074266-26-000001 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 86,984 shares
    Change vs previous 13F -2,020 shares

    2.41% of the 13F portfolio, value $27,437,363.

    13F-HR 0001074266-25-000005 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 89,004 shares
    Change vs previous 13F +320 shares

    2.39% of the 13F portfolio, value $25,803,150.

    13F-HR 0001074266-25-000004 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 88,684 shares
    Change vs previous 13F -3,529 shares

    2.17% of the 13F portfolio, value $21,754,185.

    13F-HR 0000759458-25-000003 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 92,213 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $22,104,378.

    13F-HR 0000759458-25-000001 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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