CANANDAIGUA NATIONAL BANK & TRUST CO

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 1074266 CANANDAIGUA, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$26,824,693

-$312,353 QoQ

Shares Held

81,950

-2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.06%

of 13F equity value

Holder Rank

#847

of 5,058 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 98% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

CANANDAIGUA NATIONAL BANK & TRUST CO holds $36,802,753 across 5 Banks - Diversified names. JPM ranks #1 (72.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	81,950	$26,824,693
2	BAC	Bank Of America Corp /De/	98,482	$5,611,504
3	WFC	Wells Fargo & Company/Mn	20,730	$1,713,127
4	C	Citigroup Inc	10,080	$1,410,796
5	BNY	Bank of New York Mellon Corp	8,593	$1,242,633

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,824,693	81,950	-2.7%	Shares	Sole	2026-07-07
2025-12-31	$27,137,046	84,219	-3.2%	Shares	Sole	2026-01-30
2025-09-30	$27,437,363	86,984	-2.3%	Shares	Sole	2025-10-07
2025-06-30	$25,803,149	89,004	+0.4%	Shares	Sole	2025-07-08
2025-03-31	$21,754,185	88,684	-3.8%	Shares	Sole	2025-04-25
2024-12-31	$22,104,378	92,213	-1.4%	Shares	Sole	2025-01-06
2024-09-30	$19,729,326	93,566	-5.8%	Shares	Sole	2024-10-03
2024-06-30	$20,092,103	99,338	-1.4%	Shares	Sole	2024-07-11
2024-03-31	$20,175,618	100,727	-5.8%	Shares	Sole	2024-04-01
2023-12-31	$18,198,148	106,985	-2.7%	Shares	Sole	2024-01-04
2023-09-30	$15,942,338	109,932	-0.6%	Shares	Sole	2023-10-10
2023-06-30	$16,081,155	110,569	-2.2%	Shares	Sole	2023-07-03
2023-03-31	$14,726,463	113,011	-17.1%	Shares	Sole	2023-04-11
2020-03-31	$12,268,027	136,266	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.