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JPL Wealth Management’s Charter Communications CHTR Stock Holding History

JPL Wealth Management’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
2026
Q2 		$30.7K Buy
216
+214
+10,700% +$35.7K 0.01% 356
2026
Q1 		$432 Buy
+2
New +$433 ﹤0.01% 1328
2025
Q4 		– Sell
-3
Closed -$826 – 301
2025
Q3 		$826 Buy
+3
New +$907 ﹤0.01% 1020

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JPL Wealth Management's CHTR Position: Q2 2026 in Review

JPL Wealth Management increased its Charter Communications (CHTR) stake by 10,700% in Q2 2026, buying an estimated $35.7K and bringing the position to 216 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #356.

JPL Wealth Management first reported a position in CHTR in Q3 2025 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • JPL Wealth Management held 216 shares of Charter Communications worth $30.7K as of Q2 2026.
  • JPL Wealth Management bought 214 Charter Communications shares in Q2 2026, an estimated $35.7K.
  • Charter Communications made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #356 holding.
  • JPL Wealth Management first reported a position in Charter Communications in Q3 2025 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.