JPMorgan Chase & Co’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
274,085
-28,093
| -9% | -$72.8K | ﹤0.01% | 3906 |
|
|
2025
Q1 | $919K | Buy |
302,178
+86,245
| +40% | +$262K | ﹤0.01% | 3702 |
|
|
2024
Q4 | $723K | Buy |
215,933
+55,931
| +35% | +$187K | ﹤0.01% | 3978 |
|
|
2024
Q3 | $314K | Buy |
160,002
+40,141
| +33% | +$78.7K | ﹤0.01% | 4264 |
|
|
2024
Q2 | $179K | Sell |
119,861
-4,681
| -4% | -$6.98K | ﹤0.01% | 4322 |
|
|
2024
Q1 | $229K | Sell |
124,542
-101,332
| -45% | -$186K | ﹤0.01% | 4387 |
|
|
2023
Q4 | $558K | Buy |
225,874
+33,294
| +17% | +$82.2K | ﹤0.01% | 3844 |
|
|
2023
Q3 | $626K | Buy |
192,580
+95,790
| +99% | +$311K | ﹤0.01% | 3626 |
|
|
2023
Q2 | $772K | Buy |
96,790
+22,247
| +30% | +$178K | ﹤0.01% | 3567 |
|
|
2023
Q1 | $607K | Buy |
74,543
+55,021
| +282% | +$448K | ﹤0.01% | 3717 |
|
|
2022
Q4 | $172K | Buy |
19,522
+19,461
| +31,903% | +$171K | ﹤0.01% | 4277 |
|
|
2022
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 5399 |
|
|
2022
Q2 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 5479 |
|
|
2022
Q1 | – | Sell |
-4,479
| Closed | -$197K | – | 5783 |
|
|
2021
Q4 | $197K | Buy |
+4,479
| New | +$197K | ﹤0.01% | 4551 |
|