JP Morgan Chase
PHR icon

JP Morgan Chase’s Phreesia PHR Stock Holding History

JP Morgan Chase’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$449K Sell
43,648
-245,974
-85% -$2.28M ﹤0.01% 5178
2026
Q1 		$3.3M Sell
289,622
-217,598
-43% -$2.88M ﹤0.01% 3699
2025
Q4 		$8.58M Buy
507,220
+451,339
+808% +$9.31M ﹤0.01% 2822
2025
Q3 		$1.31M Sell
55,881
-2,137
-4% -$58.1K ﹤0.01% 4388
2025
Q2 		$1.65M Sell
58,018
-8,107
-12% -$206K ﹤0.01% 4051
2025
Q1 		$1.69M Sell
66,125
-79,591
-55% -$2.16M ﹤0.01% 3992
2024
Q4 		$3.67M Buy
145,716
+82,240
+130% +$1.76M ﹤0.01% 3638
2024
Q3 		$1.45M Sell
63,476
-35,413
-36% -$829K ﹤0.01% 4248
2024
Q2 		$2.1M Sell
98,889
-33,076
-25% -$718K ﹤0.01% 3749
2024
Q1 		$3.16M Sell
131,965
-51,010
-28% -$1.27M ﹤0.01% 3473
2023
Q4 		$4.24M Sell
182,975
-266,838
-59% -$4.6M ﹤0.01% 3235
2023
Q3 		$8.4M Buy
449,813
+6,743
+2% +$181K ﹤0.01% 2398
2023
Q2 		$13.7M Buy
443,070
+22,315
+5% +$699K ﹤0.01% 2011
2023
Q1 		$13.6M Buy
420,755
+13,980
+3% +$492K ﹤0.01% 1994
2022
Q4 		$13.2M Buy
406,775
+146,784
+56% +$3.98M ﹤0.01% 2019
2022
Q3 		$6.62M Buy
259,991
+19,482
+8% +$486K ﹤0.01% 2487
2022
Q2 		$6.01M Buy
240,509
+154,963
+181% +$3.41M ﹤0.01% 2623
2022
Q1 		$2.25M Buy
85,546
+52,755
+161% +$1.62M ﹤0.01% 3652
2021
Q4 		$1.36M Buy
32,791
+543
+2% +$32.3K ﹤0.01% 4158
2021
Q3 		$1.99M Buy
32,248
+8,300
+35% +$554K ﹤0.01% 3798
2021
Q2 		$1.47M Sell
23,948
-8,675
-27% -$452K ﹤0.01% 4028
2021
Q1 		$1.7M Sell
32,623
-7,809
-19% -$492K ﹤0.01% 3836
2020
Q4 		$2.19M Sell
40,432
-60,864
-60% -$2.61M ﹤0.01% 3410
2020
Q3 		$3.13M Buy
101,296
+56,010
+124% +$1.67M ﹤0.01% 2931
2020
Q2 		$1.28M Buy
45,286
+36,516
+416% +$951K ﹤0.01% 3373
2020
Q1 		$184K Sell
8,770
-21,699
-71% -$595K ﹤0.01% 4304
2019
Q4 		$812K Buy
30,469
+19,695
+183% +$544K ﹤0.01% 3984
2019
Q3 		$261K Buy
+10,774
New +$284K ﹤0.01% 4502

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase's PHR Position: Q2 2026 in Review

JP Morgan Chase reduced its Phreesia (PHR) stake by 85% in Q2 2026, selling an estimated $2.28M and leaving 43,648 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #5178.

JP Morgan Chase first reported a position in PHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $13.7M in Q2 2023. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • JP Morgan Chase held 43,648 shares of Phreesia worth $449K as of Q2 2026.
  • JP Morgan Chase sold 245,974 Phreesia shares in Q2 2026, an estimated $2.28M.
  • Phreesia made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5178 holding.
  • JP Morgan Chase first reported a position in Phreesia in Q3 2019 and has held it in 28 quarters since.
  • JP Morgan Chase's Phreesia position peaked at $13.7M in Q2 2023.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.