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JP Morgan Private Wealth Advisors’s Charter Communications CHTR Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$2.08M Sell
4,739
-144
-3% -$59.9K 0.01% 721
2023
Q2 		$1.79M Sell
4,883
-1,111
-19% -$379K 0.01% 601
2023
Q1 		$2.14M Buy
5,994
+165
+3% +$61.6K ﹤0.01% 855
2022
Q4 		$1.98M Buy
5,829
+357
+7% +$125K ﹤0.01% 858
2022
Q3 		$1.66M Sell
5,472
-407
-7% -$174K ﹤0.01% 909
2022
Q2 		$2.75M Sell
5,879
-239
-4% -$117K 0.01% 743
2022
Q1 		$3.34M Buy
6,118
+425
+7% +$249K 0.01% 729
2021
Q4 		$3.71M Sell
5,693
-6,210
-52% -$4.23M 0.01% 698
2021
Q3 		$8.66M Buy
11,903
+236
+2% +$179K 0.02% 461
2021
Q2 		$8.42M Buy
11,667
+3,278
+39% +$2.21M 0.02% 454
2021
Q1 		$5.18M Sell
8,389
-813
-9% -$508K 0.02% 501
2020
Q4 		$6.09M Buy
9,202
+2,575
+39% +$1.64M 0.02% 439
2020
Q3 		$4.14M Buy
6,627
+4,118
+164% +$2.43M 0.02% 470
2020
Q2 		$1.28M Buy
2,509
+155
+7% +$78.6K 0.01% 723
2020
Q1 		$1.03M Buy
2,354
+326
+16% +$159K 0.01% 708
2019
Q4 		$984K Sell
2,028
-531
-21% -$244K ﹤0.01% 798
2019
Q3 		$1.05M Buy
2,559
+241
+10% +$97.3K 0.01% 734
2019
Q2 		$916K Sell
2,318
-580
-20% -$217K 0.01% 780
2019
Q1 		$1M Sell
2,898
-3,042
-51% -$1M 0.01% 793
2018
Q4 		$1.69M Buy
5,940
+3,862
+186% +$1.21M 0.01% 609
2018
Q3 		$677K Sell
2,078
-759
-27% -$232K ﹤0.01% 965
2018
Q2 		$831K Sell
2,837
-161
-5% -$46.3K ﹤0.01% 830
2018
Q1 		$933K Buy
2,998
+95
+3% +$33.4K 0.01% 663
2017
Q4 		$975K Sell
2,903
-645
-18% -$219K 0.01% 665
2017
Q3 		$1.29M Buy
3,548
+376
+12% +$140K 0.01% 569
2017
Q2 		$1.07M Sell
3,172
-1,126
-26% -$376K 0.01% 601
2017
Q1 		$1.41M Buy
4,298
+1,221
+40% +$389K 0.01% 543
2016
Q4 		$886K Sell
3,077
-425
-12% -$114K 0.01% 626
2016
Q3 		$945K Sell
3,502
-341
-9% -$86.1K 0.01% 603
2016
Q2 		$879K Buy
+3,843
New +$826K 0.01% 624

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CHTR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Charter Communications (CHTR) stake by 2.9% in Q3 2023, selling an estimated $59.9K and leaving 4,739 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #721.

JP Morgan Private Wealth Advisors first reported a position in CHTR in Q2 2016 and has held it in 30 quarters since. The position peaked at $8.66M in Q3 2021. 890 funds tracked by Wall St. Rank hold CHTR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,739 shares of Charter Communications worth $2.08M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 144 Charter Communications shares in Q3 2023, an estimated $59.9K.
  • Charter Communications made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #721 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Charter Communications in Q2 2016 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's Charter Communications position peaked at $8.66M in Q3 2021.
  • 890 funds tracked by Wall St. Rank held Charter Communications as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.