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
Q1 		$400K Buy
9,300
+8,700
+1,450% +$503K ﹤0.01% 5155
2025
Q4 		$44.7K Sell
600
-100
-14% -$7.2K ﹤0.01% 6277
2025
Q3 		$51.2K Sell
700
-20,400
-97% -$1.55M ﹤0.01% 6223
2025
Q2 		$1.46M Buy
21,100
+7,400
+54% +$384K ﹤0.01% 4139
2025
Q1 		$619K Buy
13,700
+10,400
+315% +$616K ﹤0.01% 4646
2024
Q4 		$201K Buy
+3,300
New +$183K ﹤0.01% 5472
2024
Q2 		– Sell
-700
Closed -$26.1K – 7311
2024
Q1 		$26.1K Sell
700
-1,600
-70% -$63.9K ﹤0.01% 6157
2023
Q4 		$113K Buy
+2,300
New +$66.5K ﹤0.01% 5682
2023
Q3 		– Sell
-93,900
Closed -$1.44M – 7432
2023
Q2 		$1.44M Buy
93,900
+13,900
+17% +$184K ﹤0.01% 3786
2023
Q1 		$902K Buy
80,000
+40,000
+100% +$504K ﹤0.01% 4120
2022
Q4 		$387K Hold
40,000
– – ﹤0.01% 4676
2022
Q3 		$750K Hold
40,000
– – ﹤0.01% 4217
2022
Q2 		$722K Buy
40,000
+38,400
+2,400% +$1.04M ﹤0.01% 4322
2022
Q1 		$74K Sell
1,600
-40,900
-96% -$2.14M ﹤0.01% 5631
2021
Q4 		$4.27M Hold
42,500
– – ﹤0.01% 3199
2021
Q3 		$5.06M Buy
+42,500
New +$3.4M ﹤0.01% 3012
2021
Q2 		– Sell
-223,100
Closed -$15.8M – 6310
2021
Q1 		$15.8M Buy
+223,100
New +$21.7M ﹤0.01% 1955

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase's AFRM Position: Q1 2026 in Review

JP Morgan Chase increased its Affirm (AFRM) stake by 185% in Q1 2026, buying an estimated $199M and bringing the position to 5,297,016 shares worth $228M. The position accounts for 0.01% of the portfolio, ranked #644.

JP Morgan Chase first reported a position in AFRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $618M in Q3 2021. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • JP Morgan Chase held 5,297,016 shares of Affirm worth $228M as of Q1 2026.
  • JP Morgan Chase bought 3,441,133 Affirm shares in Q1 2026, an estimated $199M.
  • Affirm made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #644 holding.
  • JP Morgan Chase first reported a position in Affirm in Q1 2021 and has held it in 21 quarters since.
  • JP Morgan Chase's Affirm position peaked at $618M in Q3 2021.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.