JP Morgan Chase
AFRM icon

JP Morgan Chase’s Affirm AFRM Stock Holding History

JP Morgan Chase’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37B Buy
16,722,922
+11,425,906
+216% +$747M 0.08% 231
2026
Q1 		$228M Buy
5,297,016
+3,441,133
+185% +$199M 0.01% 644
2025
Q4 		$138M Buy
1,855,883
+317,475
+21% +$22.8M 0.01% 809
2025
Q3 		$112M Buy
1,538,408
+766,680
+99% +$58.3M 0.01% 935
2025
Q2 		$53.4M Sell
771,728
-358,226
-32% -$18.6M ﹤0.01% 1296
2025
Q1 		$51.1M Sell
1,129,954
-580,228
-34% -$34.4M ﹤0.01% 1305
2024
Q4 		$104M Buy
1,710,182
+505,358
+42% +$28.1M 0.01% 914
2024
Q3 		$49.2M Buy
1,204,824
+431,644
+56% +$14.3M ﹤0.01% 1341
2024
Q2 		$23.4M Buy
773,180
+556,792
+257% +$17.9M ﹤0.01% 1742
2024
Q1 		$8.06M Sell
216,388
-69,930
-24% -$2.79M ﹤0.01% 2681
2023
Q4 		$14.1M Buy
286,318
+44,812
+19% +$1.3M ﹤0.01% 2143
2023
Q3 		$5.14M Sell
241,506
-82,898
-26% -$1.52M ﹤0.01% 2830
2023
Q2 		$4.97M Buy
324,404
+86,792
+37% +$1.15M ﹤0.01% 2867
2023
Q1 		$2.68M Sell
237,612
-1,439,513
-86% -$18.1M ﹤0.01% 3331
2022
Q4 		$16.2M Sell
1,677,125
-1,126,006
-40% -$17M ﹤0.01% 1836
2022
Q3 		$52.6M Sell
2,803,131
-465,963
-14% -$12.2M 0.01% 1031
2022
Q2 		$59M Sell
3,269,094
-342,368
-9% -$9.31M 0.01% 956
2022
Q1 		$167M Sell
3,611,462
-1,550,554
-30% -$81.1M 0.02% 626
2021
Q4 		$519M Sell
5,162,016
-22,323
-0.4% -$2.95M 0.06% 323
2021
Q3 		$618M Sell
5,184,339
-1,202,280
-19% -$96.1M 0.08% 270
2021
Q2 		$430M Buy
6,386,619
+4,157,387
+186% +$265M 0.05% 374
2021
Q1 		$158M Buy
+2,229,232
New +$217M 0.02% 655

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase increased its Affirm (AFRM) stake by 216% in Q2 2026, buying an estimated $747M and bringing the position to 16,722,922 shares worth $1.37B. The position accounts for 0.08% of the portfolio, ranked #231.

JP Morgan Chase first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • JP Morgan Chase held 16,722,922 shares of Affirm worth $1.37B as of Q2 2026.
  • JP Morgan Chase bought 11,425,906 Affirm shares in Q2 2026, an estimated $747M.
  • Affirm made up 0.08% of JP Morgan Chase's portfolio in Q2 2026, its #231 holding.
  • JP Morgan Chase first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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