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JDM Financial Group’s Charter Communications CHTR Stock Holding History

JDM Financial Group’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$737 – 270
2025
Q1 		$737 Hold
2
– – ﹤0.01% 288
2024
Q4 		$686 Hold
2
– – ﹤0.01% 314
2024
Q3 		$648 Buy
+2
New +$673 ﹤0.01% 369

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JDM Financial Group's CHTR Position: Q2 2025 in Review

JDM Financial Group sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 2 shares — an estimated $737 sold.

JDM Financial Group first reported a position in CHTR in Q3 2024 and held it in 3 quarters. The position peaked at $737 in Q1 2025. 887 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

  • JDM Financial Group reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
  • JDM Financial Group sold 2 Charter Communications shares in Q2 2025, an estimated $737.
  • JDM Financial Group first reported a position in Charter Communications in Q3 2024 and held it in 3 quarters.
  • JDM Financial Group's Charter Communications position peaked at $737 in Q1 2025.
  • 887 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.