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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
Q2 		$6.36K Buy
78
+7
+10% +$458 ﹤0.01% 709
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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

JPL Wealth Management's AFRM Position: Q2 2026 in Review

JPL Wealth Management increased its Affirm (AFRM) stake by 9.9% in Q2 2026, buying an estimated $458 and bringing the position to 78 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

JPL Wealth Management first reported a position in AFRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.9K in Q3 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • JPL Wealth Management held 78 shares of Affirm worth $6.36K as of Q2 2026.
  • JPL Wealth Management bought 7 Affirm shares in Q2 2026, an estimated $458.
  • Affirm made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #709 holding.
  • JPL Wealth Management first reported a position in Affirm in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Affirm position peaked at $10.9K in Q3 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.