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
2021
Q1 		– Sell
-4,200
Closed -$228K – 6275
2020
Q4 		$228K Buy
+4,200
New +$180K ﹤0.01% 4768

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.