JP Morgan Chase
EXFY icon

JP Morgan Chase’s Expensify EXFY Stock Holding History

JP Morgan Chase’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22K Sell
12,527
-12,970
-51% -$14.6K ﹤0.01% 6706
2026
Q1 		$21K Sell
25,497
-33,865
-57% -$40.2K ﹤0.01% 6522
2025
Q4 		$89.6K Sell
59,362
-41,117
-41% -$65.2K ﹤0.01% 5944
2025
Q3 		$186K Sell
100,479
-173,606
-63% -$352K ﹤0.01% 5564
2025
Q2 		$710K Sell
274,085
-28,093
-9% -$71.8K ﹤0.01% 4591
2025
Q1 		$919K Buy
302,178
+86,245
+40% +$300K ﹤0.01% 4406
2024
Q4 		$723K Buy
215,933
+55,931
+35% +$150K ﹤0.01% 4838
2024
Q3 		$314K Buy
160,002
+40,141
+33% +$83.4K ﹤0.01% 5182
2024
Q2 		$179K Sell
119,861
-4,681
-4% -$7.38K ﹤0.01% 5213
2024
Q1 		$229K Sell
124,542
-101,332
-45% -$192K ﹤0.01% 5276
2023
Q4 		$558K Buy
225,874
+33,294
+17% +$86.2K ﹤0.01% 4721
2023
Q3 		$626K Buy
192,580
+95,790
+99% +$517K ﹤0.01% 4354
2023
Q2 		$772K Buy
96,790
+22,247
+30% +$163K ﹤0.01% 4238
2023
Q1 		$607K Buy
74,543
+55,021
+282% +$490K ﹤0.01% 4366
2022
Q4 		$172K Buy
19,522
+19,461
+31,903% +$218K ﹤0.01% 5113
2022
Q3 		$1K Hold
61
– – ﹤0.01% 6317
2022
Q2 		$1K Buy
+61
New +$1.08K ﹤0.01% 6350
2022
Q1 		– Sell
-4,479
Closed -$197K – 6710
2021
Q4 		$197K Buy
+4,479
New +$182K ﹤0.01% 5369

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

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

JP Morgan Chase reduced its Expensify (EXFY) stake by 51% in Q2 2026, selling an estimated $14.6K and leaving 12,527 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #6706.

JP Morgan Chase first reported a position in EXFY in Q4 2021 and has held it in 18 quarters since. The position peaked at $919K in Q1 2025. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • JP Morgan Chase held 12,527 shares of Expensify worth $22K as of Q2 2026.
  • JP Morgan Chase sold 12,970 Expensify shares in Q2 2026, an estimated $14.6K.
  • Expensify made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6706 holding.
  • JP Morgan Chase first reported a position in Expensify in Q4 2021 and has held it in 18 quarters since.
  • JP Morgan Chase's Expensify position peaked at $919K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

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