JWA
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JFS Wealth Advisors’s Chunghwa Telecom CHT Stock Holding History

JFS Wealth Advisors’s Portfolio CHT Stock Details CHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4K Hold
280
– – ﹤0.01% 920
2026
Q1 		$11.8K Hold
280
– – ﹤0.01% 888
2025
Q4 		$11.7K Buy
280
+13
+5% +$549 ﹤0.01% 925
2025
Q3 		$11.6K Hold
267
– – ﹤0.01% 853
2025
Q2 		$12.4K Sell
267
-118
-31% -$5.03K ﹤0.01% 798
2025
Q1 		$15.1K Buy
385
+54
+16% +$2.08K ﹤0.01% 744
2024
Q4 		$12.5K Sell
331
-8
-2% -$305 ﹤0.01% 788
2024
Q3 		$13.4K Buy
339
+192
+131% +$7.3K ﹤0.01% 754
2024
Q2 		$5.68K Buy
147
+6
+4% +$233 ﹤0.01% 1016
2024
Q1 		$5.52K Buy
141
+37
+36% +$1.42K ﹤0.01% 1060
2023
Q4 		$4.06K Buy
104
+3
+3% +$111 ﹤0.01% 1138
2023
Q3 		$3.63K Sell
101
-41
-29% -$1.5K ﹤0.01% 1129
2023
Q2 		$5.3K Buy
142
+27
+23% +$1.09K ﹤0.01% 974
2023
Q1 		$4.5K Buy
115
+6
+6% +$228 ﹤0.01% 1034
2022
Q4 		$3.99K Buy
109
+33
+43% +$1.16K ﹤0.01% 1081
2022
Q3 		$3K Sell
76
-88
-54% -$3.5K ﹤0.01% 1157
2022
Q2 		$7K Buy
164
+13
+9% +$560 ﹤0.01% 862
2022
Q1 		$7K Buy
151
+121
+403% +$5.25K ﹤0.01% 907
2021
Q4 		$1K Buy
+30
New +$1.21K ﹤0.01% 1293

Other funds holding CHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's CHT Position: Q2 2026 in Review

JFS Wealth Advisors held its Chunghwa Telecom (CHT) position steady in Q2 2026 at 280 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

JFS Wealth Advisors first reported a position in CHT in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.1K in Q1 2025. 222 funds tracked by Wall St. Rank hold CHT as of Q2 2026.

  • JFS Wealth Advisors held 280 shares of Chunghwa Telecom worth $12.4K as of Q2 2026.
  • JFS Wealth Advisors left its Chunghwa Telecom share count unchanged in Q2 2026.
  • Chunghwa Telecom made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #920 holding.
  • JFS Wealth Advisors first reported a position in Chunghwa Telecom in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Chunghwa Telecom position peaked at $15.1K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.