A detailed history of Jpmorgan Chase & CO transactions in Expensify, Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 215,933 shares of EXFY stock, worth $671,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares
215,933
Previous 160,002 34.96%
Holding current value
$671,551
Previous $313,000 130.99%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$1.66 - $4.02 $92,845 - $224,842
55,931 Added 34.96%
215,933 $723,000
Q3 2024

Dec 26, 2024

BUY
$1.45 - $2.56 $58,204 - $102,760
40,141 Added 33.49%
160,002 $313,000
Q3 2024

Nov 08, 2024

BUY
$1.45 - $2.56 $58,204 - $102,760
40,141 Added 33.49%
160,002 $313,000
Q2 2024

Dec 26, 2024

SELL
$1.28 - $1.8 $51,380 - $72,253
-40,141 Reduced 25.09%
119,861 $178,000
Q2 2024

Aug 12, 2024

SELL
$1.28 - $1.8 $5,991 - $8,425
-4,681 Reduced 3.76%
119,861 $178,000
Q1 2024

Dec 26, 2024

SELL
$1.56 - $2.49 $55,317 - $88,295
-35,460 Reduced 22.16%
124,542 $229,000
Q1 2024

May 10, 2024

SELL
$1.56 - $2.49 $158,077 - $252,316
-101,332 Reduced 44.86%
124,542 $229,000
Q4 2023

Dec 26, 2024

BUY
$1.83 - $3.37 $120,545 - $221,988
65,872 Added 41.17%
225,874 $557,000
Q4 2023

Feb 12, 2024

BUY
$1.83 - $3.37 $60,928 - $112,200
33,294 Added 17.29%
225,874 $557,000
Q3 2023

Nov 14, 2023

BUY
$3.15 - $8.16 $301,738 - $781,646
95,790 Added 98.97%
192,580 $625,000
Q2 2023

Aug 11, 2023

BUY
$5.73 - $8.45 $127,475 - $187,987
22,247 Added 29.84%
96,790 $772,000
Q1 2023

May 18, 2023

BUY
$7.3 - $11.45 $158,242 - $248,201
21,677 Added 41.0%
74,543 $607,000
Q1 2023

May 11, 2023

BUY
$7.3 - $11.45 $243,411 - $381,788
33,344 Added 170.8%
52,866 $430,000
Q4 2022

Feb 13, 2023

BUY
$8.33 - $15.88 $162,110 - $309,040
19,461 Added 31903.28%
19,522 $172,000
Q2 2022

Aug 11, 2022

BUY
$14.18 - $21.24 $864 - $1,295
61 New
61 $1,000
Q1 2022

May 11, 2022

SELL
$15.86 - $40.38 $71,036 - $180,862
-4,479 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$34.61 - $48.54 $155,018 - $217,410
4,479 New
4,479 $197,000

Others Institutions Holding EXFY

About Expensify, Inc.


  • Ticker EXFY
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 68,252,496
  • Market Cap $212M
  • Description
  • Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individ...
More about EXFY
Track This Portfolio

Track Jpmorgan Chase & CO Portfolio

Follow Jpmorgan Chase & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jpmorgan Chase & CO, based on Form 13F filings with the SEC.

News

Stay updated on Jpmorgan Chase & CO with notifications on news.