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 		$1.72M Buy
+40,000
New +$2.31M ﹤0.01% 4223
2025
Q4 		– Sell
-600
Closed -$43.8K – 7393
2025
Q3 		$43.8K Buy
+600
New +$45.7K ﹤0.01% 6278
2025
Q1 		– Sell
-66,600
Closed -$4.06M – 7290
2024
Q4 		$4.06M Buy
+66,600
New +$3.7M ﹤0.01% 3546
2024
Q3 		– Sell
-501,800
Closed -$15.2M – 7393
2024
Q2 		$15.2M Buy
501,800
+498,600
+15,581% +$16M ﹤0.01% 2093
2024
Q1 		$119K Sell
3,200
-12,300
-79% -$491K ﹤0.01% 5596
2023
Q4 		$762K Buy
+15,500
New +$448K ﹤0.01% 4517
2023
Q3 		– Sell
-118,200
Closed -$1.81M – 7433
2023
Q2 		$1.81M Sell
118,200
-16,300
-12% -$216K ﹤0.01% 3610
2023
Q1 		$1.52M Buy
134,500
+134,400
+134,400% +$1.69M ﹤0.01% 3738
2022
Q4 		$1K Sell
100
-17,900
-99% -$270K ﹤0.01% 6370
2022
Q3 		$338K Buy
18,000
+17,900
+17,900% +$468K ﹤0.01% 4683
2022
Q2 		$2K Buy
+100
New +$2.72K ﹤0.01% 6269
2022
Q1 		– Sell
-85,000
Closed -$8.55M – 6547
2021
Q4 		$8.55M Sell
85,000
-25,000
-23% -$3.3M ﹤0.01% 2594
2021
Q3 		$13.1M Buy
110,000
+46,000
+72% +$3.68M ﹤0.01% 2147
2021
Q2 		$4.31M Buy
64,000
+10,900
+21% +$695K ﹤0.01% 3180
2021
Q1 		$3.75M Buy
+53,100
New +$5.16M ﹤0.01% 3216

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.