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JPL Wealth Management’s Affirm AFRM Stock Holding History

JPL Wealth Management’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 		$3.25K Buy
+71
New +$4.1K ﹤0.01% 811
2025
Q4 		– Sell
-149
Closed -$10.9K – 140
2025
Q3 		$10.9K Buy
+149
New +$11.3K ﹤0.01% 525

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

JPL Wealth Management's AFRM Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Affirm (AFRM) in Q1 2026: 71 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #811 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AFRM as recently as Q3 2025.

JPL Wealth Management first reported a position in AFRM in Q3 2025 and has held it in 2 quarters since. The position peaked at $10.9K in Q3 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • JPL Wealth Management held 71 shares of Affirm worth $3.25K as of Q1 2026.
  • Affirm was a new JPL Wealth Management position in Q1 2026.
  • Affirm made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #811 holding.
  • JPL Wealth Management first reported a position in Affirm in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Affirm position peaked at $10.9K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.