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JP Morgan Private Wealth Advisors’s Affirm AFRM Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$2.88M Buy
+135,175
New +$2.47M 0.01% 633
2023
Q2 		– Sell
-99,037
Closed -$1.12M – 1475
2023
Q1 		$1.12M Buy
99,037
+6,372
+7% +$80.3K ﹤0.01% 1118
2022
Q4 		$896K Sell
92,665
-23,435
-20% -$353K ﹤0.01% 1192
2022
Q3 		$2.18M Buy
116,100
+21,860
+23% +$572K 0.01% 811
2022
Q2 		$1.7M Sell
94,240
-3,616
-4% -$98.4K ﹤0.01% 893
2022
Q1 		$4.53M Sell
97,856
-6,524
-6% -$341K 0.01% 650
2021
Q4 		$10.5M Buy
104,380
+51,037
+96% +$6.74M 0.02% 425
2021
Q3 		$6.36M Buy
53,343
+23,724
+80% +$1.9M 0.02% 536
2021
Q2 		$2M Buy
29,619
+11,691
+65% +$746K 0.01% 882
2021
Q1 		$1.27M Buy
+17,928
New +$1.74M ﹤0.01% 939

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AFRM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Affirm (AFRM) in Q3 2023: 135,175 shares worth $2.88M. The stake represents 0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in AFRM as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in AFRM in Q1 2021 and has held it in 10 quarters since. The position peaked at $10.5M in Q4 2021. 311 funds tracked by Wall St. Rank hold AFRM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 135,175 shares of Affirm worth $2.88M as of Q3 2023.
  • Affirm was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Affirm made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #633 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Affirm in Q1 2021 and has held it in 10 quarters since.
  • JP Morgan Private Wealth Advisors's Affirm position peaked at $10.5M in Q4 2021.
  • 311 funds tracked by Wall St. Rank held Affirm as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.