JP Morgan Chase’s Performant Healthcare Inc PHLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-352,265
Closed -$2.72M 7891
2025
Q3
$2.72M Buy
352,265
+171,952
+95% +$1.09M ﹤0.01% 3846
2025
Q2
$721K Sell
180,313
-2,913
-2% -$8.26K ﹤0.01% 4575
2025
Q1
$542K Sell
183,226
-14,282
-7% -$37K ﹤0.01% 4714
2024
Q4
$596K Buy
197,508
+115,000
+139% +$395K ﹤0.01% 4946
2024
Q3
$309K Buy
82,508
+33,473
+68% +$114K ﹤0.01% 5190
2024
Q2
$142K Sell
49,035
-81,525
-62% -$234K ﹤0.01% 5341
2024
Q1
$384K Buy
130,560
+58,397
+81% +$167K ﹤0.01% 4966
2023
Q4
$226K Buy
72,163
+28,525
+65% +$74.7K ﹤0.01% 5327
2023
Q3
$98.6K Sell
43,638
-8,545
-16% -$21.7K ﹤0.01% 5478
2023
Q2
$141K Buy
+52,183
New +$151K ﹤0.01% 5287
2021
Q2
Sell
-12,000
Closed -$26K 6665
2021
Q1
$26K Buy
12,000
+9,900
+471% +$13.5K ﹤0.01% 5665
2020
Q4
$2K Buy
2,100
+100
+5% +$102 ﹤0.01% 5533
2020
Q3
$2K Hold
2,000
﹤0.01% 5391
2020
Q2
$1K Hold
2,000
﹤0.01% 5313
2020
Q1
$2K Hold
2,000
﹤0.01% 5194
2019
Q4
$2K Hold
2,000
﹤0.01% 5544
2019
Q3
$2K Hold
2,000
﹤0.01% 5634
2019
Q2
$2K Hold
2,000
﹤0.01% 5695
2019
Q1
$4K Buy
2,000
+76
+4% +$159 ﹤0.01% 5637
2018
Q4
$4K Buy
+1,924
New +$3.22K ﹤0.01% 5558
2018
Q2
Sell
-5,000
Closed -$15K 5727
2018
Q1
$15K Buy
+5,000
New +$13.1K ﹤0.01% 5124
2016
Q4
Sell
-800
Closed -$2K 5166
2016
Q3
$2K Buy
+800
New +$1.76K ﹤0.01% 4444
2016
Q2
Sell
-1,400
Closed -$2K 4993
2016
Q1
$2K Buy
+1,400
New +$2.43K ﹤0.01% 4516
2015
Q2
Sell
-147,750
Closed -$503K 4214
2015
Q1
$503K Buy
147,750
+8,950
+6% +$45.4K ﹤0.01% 3531
2014
Q4
$923K Buy
138,800
+3,860
+3% +$28.2K ﹤0.01% 3385
2014
Q3
$1.09M Buy
+134,940
New +$1.3M ﹤0.01% 3282

Other funds holding PHLT

JP Morgan Chase's PHLT Position: Q4 2025 in Review

JP Morgan Chase sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 352,265 shares — an estimated $2.72M sold.

JP Morgan Chase first reported a position in PHLT in Q3 2014 and held it in 26 quarters. The position peaked at $2.72M in Q3 2025. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • JP Morgan Chase reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 352,265 Performant Healthcare Inc shares in Q4 2025, an estimated $2.72M.
  • JP Morgan Chase first reported a position in Performant Healthcare Inc in Q3 2014 and held it in 26 quarters.
  • JP Morgan Chase's Performant Healthcare Inc position peaked at $2.72M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.