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 		$6.54M Buy
80,000
+40,000
+100% +$2.61M ﹤0.01% 3193
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 $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. 660 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.
  • 660 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.