JPMorgan discloses 5.7% beneficial stake in Affirm Holdings (AFRM)

Rhea-AI Filing Summary

JPMorgan Chase & Co. reports beneficial ownership of 16,832,019 shares of Affirm Holdings, Inc. Class A common stock, representing 5.7% of the class as of June 30, 2026.

The firm has 15,097,009 shares with sole voting power and 251,760 with shared voting power. It holds 16,752,611 shares with sole dispositive power and 79,408 with shared dispositive power. The position is held through multiple subsidiaries, including various J.P. Morgan asset management, securities, banking, and trust entities.

Key Figures

Beneficial ownership: 16,832,019 shares Ownership percentage: 5.7 % Sole voting power: 15,097,009 shares +3 more

6 metrics

Beneficial ownership 16,832,019 shares Affirm Class A common stock beneficially owned by JPMorgan Chase & Co. as of June 30, 2026

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

Sole voting power 15,097,009 shares Affirm shares over which JPMorgan Chase & Co. has sole power to vote

Shared voting power 251,760 shares Affirm shares over which JPMorgan Chase & Co. has shared power to vote

Sole dispositive power 16,752,611 shares Affirm shares over which JPMorgan Chase & Co. has sole power to dispose

Shared dispositive power 79,408 shares Affirm shares over which JPMorgan Chase & Co. has shared power to dispose

Key Terms

beneficially owned, sole power to vote, shared power to vote, sole power to dispose, +2 more

6 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 16,832,019"

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 financial

"Number of shares as to which the person has | (i) Sole power to vote"

shared power to vote financial

"(ii) Shared power to vote or to direct the vote: 251,760"

sole power to dispose financial

"(iii) Sole power to dispose or to direct the disposition of: 16,752,611"

shared power to dispose financial

"(iv) Shared power to dispose or to direct the disposition of: 79,408"

parent holding company financial

"If a parent holding company has filed this schedule, pursuant to (ii)(G)"

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Available on EDGAR 07/16/2026 - 02:30 PM Accepted by SEC EDGAR 07/16/2026 - 02:30 PM Learn about SEC filing dates

FAQ

What stake does JPMorgan Chase & Co. report in Affirm Holdings (AFRM)?

JPMorgan Chase & Co. reports beneficial ownership of 16,832,019 shares of Affirm Holdings Class A common stock, equal to 5.7% of the class as of June 30, 2026.

What type of SEC filing did JPMorgan submit regarding Affirm Holdings (AFRM)?

JPMorgan Chase & Co. submitted a Schedule 13G reporting its beneficial ownership of Affirm Holdings, Inc. Class A common stock, including voting and dispositive power details across several affiliated subsidiaries.

How much voting power does JPMorgan have over its AFRM shares?

JPMorgan Chase & Co. reports 15,097,009 Affirm shares with sole voting power and 251,760 shares with shared voting power, defining how many shares it can vote independently versus jointly with others.

What dispositive power does JPMorgan report over Affirm Holdings (AFRM) shares?

JPMorgan Chase & Co. has sole dispositive power over 16,752,611 Affirm shares and shared dispositive power over 79,408 shares, indicating how many shares it can decide to sell or transfer alone or jointly.

Which JPMorgan entities are associated with the Affirm Holdings (AFRM) position?

Affiliated entities include J.P. Morgan Trust Company of Delaware, J.P. Morgan Securities LLC, JPMorgan Chase Bank, National Association, multiple JPMorgan Asset Management entities, J.P. MORGAN SE, J.P. Morgan (Suisse) SA, J.P. Morgan Investment Management Inc., and 55I, LLC.

Who signed JPMorgan’s Schedule 13G related to Affirm Holdings (AFRM)?

The Schedule 13G was signed by Rachel Tsvaygoft, Vice President, on July 16, 2026, certifying the reported beneficial ownership and related information regarding JPMorgan Chase & Co.’s stake in Affirm Holdings, 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: 16,832,019
(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: 15,097,009
	(ii) Shared power to vote or to direct the vote: 251,760
	(iii) Sole power to dispose or to direct the disposition of: 16,752,611
	(iv) Shared power to dispose or to direct the disposition of: 79,408
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.
	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.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	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