Number of Shares
89,004.00
Current Holdings Value*
$25.80 Mil
% of Portfolio
2.4%
Total Estimate Gain
$24.09 Mil
% of Total Estimate Gain
200.60%

CANANDAIGUA NATIONAL BANK & TRUST CO's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, CANANDAIGUA NATIONAL BANK & TRUST CO held 89,004.00 shares of JPMorgan Chase & Co(JPM), totaling $25.80 Mil. This investment constitutes 2.4% of their stock portfolio, and CANANDAIGUA NATIONAL BANK & TRUST CO now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then CANANDAIGUA NATIONAL BANK & TRUST CO has made 7 purchases of JPM, at an average price of $72.45, for a total of 165,748.00 shares. In addition, there have been 19 sales at an average price of $132.37 for 76,744.00 shares. Based on historical transaction data and JPM's current price of $291.43, CANANDAIGUA NATIONAL BANK & TRUST CO's estimated gain on his JPM holdings is $24.09 Mil, reflecting a 200.60% gain to date.

CANANDAIGUA NATIONAL BANK & TRUST CO JPM ($291.43) Holding Chart

CANANDAIGUA NATIONAL BANK & TRUST CO JPM ($291.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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