JP Morgan Chase’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VPM
VCM
AG
PM
