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Expensify shares owned by JPL Wealth Management

Quarter-by-quarter ownership of Expensify (EXFY) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in Expensify

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All positions including Expensify held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Expensify by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $9 5 1.80

More positions owned by JPL Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
UnitedHealth (UNH)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Broadcom (AVGO)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ea Series Trust Alpha Architect (CAOS)
Caterpillar (CAT)
Ea Series Trust Alpha Architect (AAEQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for JPL Wealth Management

Top funds holding Expensify

Parallel Advisors
Acadian Asset Management
Vanguard Capital Management
AQR Capital Management
Palogic Value Management
CastleKnight Management
Vanguard Portfolio Management
BlackRock
Jane Street
Formula Growth
Marshall Wace
Renaissance Technologies
State Street Corporation
Geode Capital Management
Millennium Management

View all funds holding Expensify