JPMorgan reports 16.8M-share position in Affirm Holdings (NASDAQ: AFRM)

Rhea-AI Filing Summary

Affirm Holdings, Inc. has JPMorgan Chase & Co. as a significant institutional holder. JPMorgan reports beneficial ownership of 16,832,019 shares of Affirm Class A common stock, representing 5.7 % of the outstanding class.

JPMorgan has sole voting power over 15,097,009 shares and shared voting power over 251,760 shares. It has sole dispositive power over 16,752,611 shares and shared dispositive power over 79,408 shares, held through multiple subsidiaries such as J.P. Morgan Trust Company of Delaware and J.P. Morgan Securities LLC.

Key Figures

Shares beneficially owned: 16,832,019 shares Percent of class owned: 5.7 % Sole voting power: 15,097,009 shares +3 more

6 metrics

Shares beneficially owned 16,832,019 shares Class A common stock reported as beneficially owned by JPMorgan Chase & Co.

Percent of class owned 5.7 % Percentage of Affirm Class A common stock beneficially owned by JPMorgan Chase & Co.

Sole voting power 15,097,009 shares Number of shares for which JPMorgan has sole power to vote or direct the vote

Shared voting power 251,760 shares Number of shares for which JPMorgan has shared power to vote or direct the vote

Sole dispositive power 16,752,611 shares Shares for which JPMorgan has sole power to dispose or direct the disposition

Shared dispositive power 79,408 shares Shares for which JPMorgan has shared power to dispose or direct the disposition

Key Terms

beneficially owned, Sole power to vote or to direct the vote, Sole power to dispose or to direct the disposition of, Ownership of more than 5 Percent on Behalf of Another Person

4 terms

beneficially owned regulatory

"Amount beneficially owned: 16832019"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole power to vote or to direct the vote regulatory

"(i) Sole power to vote or to direct the vote: 15097009"

Sole power to dispose or to direct the disposition of regulatory

"(iii) Sole power to dispose or to direct the disposition of: 16752611"

Ownership of more than 5 Percent on Behalf of Another Person regulatory

"Item 6. | Ownership of more than 5 Percent on Behalf of Another Person."

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Available on EDGAR 07/16/2026 - 11:07 AM Accepted by SEC EDGAR 07/16/2026 - 11:07 AM Learn about SEC filing dates

FAQ

What percentage of Affirm Holdings (AFRM) shares does JPMorgan Chase & Co. own?

JPMorgan Chase & Co. reports beneficial ownership of 5.7 % of Affirm Holdings’ Class A common stock. This corresponds to 16,832,019 shares, making JPMorgan a significant institutional shareholder in the company’s equity structure.

How many Affirm (AFRM) shares does JPMorgan have sole voting power over?

JPMorgan Chase & Co. has sole voting power over 15,097,009 shares of Affirm Class A common stock. These are shares for which JPMorgan alone can vote or direct the voting, separate from any shares with shared voting authority.

What is JPMorgan’s shared voting power in Affirm Holdings (AFRM)?

JPMorgan Chase & Co. reports shared voting power over 251,760 shares of Affirm Class A common stock. Shared voting power means voting authority over these shares is exercised together with at least one other party, rather than solely by JPMorgan.

How many AFRM shares can JPMorgan solely dispose of, and how many under shared authority?

JPMorgan Chase & Co. has sole dispositive power over 16,752,611 shares and shared dispositive power over 79,408 shares of Affirm stock. Dispositive power refers to the authority to dispose of or direct the disposition of these shares.

Which JPMorgan entities are involved in holding Affirm (AFRM) shares?

The holdings are associated with several JPMorgan entities, including J.P. Morgan Trust Company of Delaware, J.P. Morgan Securities LLC, JPMorgan Chase Bank, National Association, and multiple asset management affiliates such as JPMorgan Asset Management (UK) Limited and J.P. Morgan Investment Management Inc.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Affirm Holdings, Inc.

(Name of Issuer)

Class A common stock, par value $0.00001 per share

(Title of Class of Securities)

00827B106

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 00827B106

1

Names of Reporting Persons

JPMORGAN CHASE & CO.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 15,097,009.00
6	Shared Voting Power 251,760.00
7	Sole Dispositive Power 16,752,611.00
8	Shared Dispositive Power 79,408.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

16,832,019.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.7 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Affirm Holdings, Inc.
(b)	Address of issuer's principal executive offices: 650 California Street San Francisco California 94108
Item 2.
(a)	Name of person filing: JPMORGAN CHASE & CO.
(b)	Address or principal business office or, if none, residence: 270 Park Avenue,,New York, NY 10017
(c)	Citizenship: DE
(d)	Title of class of securities: Class A common stock, par value $0.00001 per share
(e)	CUSIP Number(s): 00827B106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 16832019
(b)	Percent of class: 5.7 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 15097009
	(ii) Shared power to vote or to direct the vote: 251760
	(iii) Sole power to dispose or to direct the disposition of: 16752611
	(iv) Shared power to dispose or to direct the disposition of: 79408
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. J.P. Morgan Trust Company of Delaware; J.P. Morgan Securities LLC; JPMorgan Chase Bank, National Association; JPMorgan Asset Management (UK) Limited; J.P. MORGAN SE; J.P. Morgan (Suisse) SA; J.P. Morgan Investment Management Inc.; JPMorgan Asset Management (Taiwan) Limited; JPMorgan Asset Management (China) Company Limited; 55I, LLC
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. Not Applicable
Item 9.	Notice of Dissolution of Group.
	Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5. Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

JPMORGAN CHASE & CO.

Signature:	Rachel Tsvaygoft
Name/Title:	Vice President
Date:	07/16/2026