JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

WLY — John Wiley & Sons, Inc.

Top Portfolio Positions

4,166 positions · $1,219,800,445,812 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	447,798,884	$78,096,125,362	6.40%
AAPL	Apple Inc. Technology	231,622,141	$58,783,383,151	4.82%
MSFT	Microsoft Corp Technology	127,128,999	$47,059,341,549	3.86%
AMZN	Amazon Com Inc Consumer Cyclical	168,937,577	$35,184,629,150	2.88%
SPY	Spdr S&P 500 ETF Trust	45,790,886	$29,779,644,796	2.44%
META	Meta Platforms, Inc. Communication Services	50,180,811	$28,709,947,385	2.35%
AVGO	Broadcom Inc. Technology	91,782,808	$28,407,696,893	2.33%
MCD	Mcdonalds Corp Consumer Cyclical	74,571,258	$23,176,001,260	1.90%
NEE	Nextera Energy Inc Utilities	221,191,561	$20,544,272,176	1.68%
GOOGL	Alphabet Inc. Communication Services	70,925,551	$20,395,351,436	1.67%

Portfolio Trend

25 quarters · across all stocks

Holdings in WLY

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,412,028	614,489	-3.2%	Shares	Defined	2026-05-13
2025-12-31	$19,453,509	635,113	-2.3%	Shares	Defined	2026-02-11
2025-09-30	$26,306,346	650,021	+13.8%	Shares	Defined	2025-11-26
2025-06-30	$25,502,739	571,426	+19.0%	Shares	Defined	2025-08-12
2025-03-31	$21,394,679	480,132	-8.8%	Shares	Other	2025-05-12
2024-12-31	$23,002,820	526,260	-17.9%	Shares	Defined	2025-02-12
2024-09-30	$30,925,352	640,940	+29.3%	Shares	Defined	2024-12-26
2024-06-30	$20,173,764	495,670	-18.9%	Shares	Defined	2024-12-26
2024-03-31	$23,311,573	611,371	+2.6%	Shares	Defined	2024-12-26
2023-12-31	$18,905,356	595,632	+39.2%	Shares	Defined	2024-12-26
2023-09-30	$15,910,017	428,034	+14.2%	Shares	Defined	2023-11-14
2023-06-30	$12,756,686	374,866	-17.7%	Shares	Defined	2023-08-11
2023-03-31	$17,667,330	455,696	+36.0%	Shares	Defined	2023-05-18
2022-12-31	$13,423,741	335,091	-22.5%	Shares	Defined	2023-02-13
2022-09-30	$16,231,775	432,156	-39.4%	Shares	Other	2022-11-14
2022-06-30	$34,076,134	713,487	-6.9%	Shares	Other	2022-08-11
2022-03-31	$40,641,075	766,379	-7.2%	Shares	Other	2022-05-11
2021-12-31	$47,271,283	825,411	+88.0%	Shares	Other	2022-02-11
2021-09-30	$22,926,713	439,125	+4.4%	Shares	Other	2021-11-12
2021-06-30	$25,302,077	420,440	+37.8%	Shares	Other	2021-08-12
2021-03-31	$16,540,103	305,168	+67.1%	Shares	Other	2021-05-12
2020-12-31	$8,336,692	182,582	+64.6%	Shares	Defined	2021-02-19
2020-09-30	$3,516,384	110,892	+1.5%	Shares	Defined	2020-11-12
2020-06-30	$4,262,232	109,288	-16.5%	Shares	Defined	2020-08-11
2020-03-31	$4,906,239	130,868	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.