JPMorgan Chase & Co’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
|
|||||
|
2025
Q1 | $919K | Buy |
|
|||||
|
2024
Q4 | $723K | Buy |
|
|||||
|
2024
Q3 | $314K | Buy |
|
|||||
|
2024
Q2 | $179K | Sell |
|
|||||
|
2024
Q1 | $229K | Sell |
|
|||||
|
2023
Q4 | $558K | Buy |
|
|||||
|
2023
Q3 | $626K | Buy |
|
|||||
|
2023
Q2 | $772K | Buy |
|
|||||
|
2023
Q1 | $607K | Buy |
|
|||||
|
2022
Q4 | $172K | Buy |
|
|||||
|
2022
Q3 | $1K | Hold |
|
|||||
|
2022
Q2 | $1K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $197K | Buy |
|