JP Morgan Chase
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JP Morgan Chase’s John Wiley & Sons Class A WLY Stock Holding History

JP Morgan Chase’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.3M Sell
614,489
-20,624
-3% -$668K ﹤0.01% 1953
2025
Q4 		$19.5M Sell
635,113
-14,908
-2% -$525K ﹤0.01% 2090
2025
Q3 		$26.3M Buy
650,021
+78,595
+14% +$3.17M ﹤0.01% 1877
2025
Q2 		$25.5M Buy
571,426
+91,294
+19% +$3.85M ﹤0.01% 1777
2025
Q1 		$21.4M Sell
480,132
-46,128
-9% -$1.95M ﹤0.01% 1881
2024
Q4 		$23M Sell
526,260
-114,680
-18% -$5.63M ﹤0.01% 1909
2024
Q3 		$30.9M Buy
640,940
+145,270
+29% +$6.67M ﹤0.01% 1650
2024
Q2 		$20.2M Sell
495,670
-115,701
-19% -$4.41M ﹤0.01% 1870
2024
Q1 		$23.3M Buy
611,371
+15,739
+3% +$539K ﹤0.01% 1772
2023
Q4 		$18.9M Buy
595,632
+167,598
+39% +$5.24M ﹤0.01% 1908
2023
Q3 		$15.9M Buy
428,034
+53,168
+14% +$1.89M ﹤0.01% 1867
2023
Q2 		$12.8M Sell
374,866
-80,830
-18% -$2.94M ﹤0.01% 2071
2023
Q1 		$17.7M Buy
455,696
+120,605
+36% +$5.14M ﹤0.01% 1779
2022
Q4 		$13.4M Sell
335,091
-97,065
-22% -$4.06M ﹤0.01% 2002
2022
Q3 		$16.2M Sell
432,156
-281,331
-39% -$13.4M ﹤0.01% 1737
2022
Q2 		$34.1M Sell
713,487
-52,892
-7% -$2.7M ﹤0.01% 1256
2022
Q1 		$40.6M Sell
766,379
-59,032
-7% -$3.1M ﹤0.01% 1276
2021
Q4 		$47.3M Buy
825,411
+386,286
+88% +$20.9M 0.01% 1239
2021
Q3 		$22.9M Buy
439,125
+18,685
+4% +$1.07M ﹤0.01% 1657
2021
Q2 		$25.3M Buy
420,440
+115,272
+38% +$6.86M ﹤0.01% 1642
2021
Q1 		$16.5M Buy
305,168
+122,586
+67% +$6.23M ﹤0.01% 1914
2020
Q4 		$8.34M Buy
182,582
+71,690
+65% +$2.6M ﹤0.01% 2359
2020
Q3 		$3.48M Buy
110,892
+1,604
+1% +$54.4K ﹤0.01% 2852
2020
Q2 		$4.26M Sell
109,288
-21,580
-16% -$824K ﹤0.01% 2578
2020
Q1 		$4.91M Buy
130,868
+63,158
+93% +$2.65M ﹤0.01% 2279
2019
Q4 		$3.29M Sell
67,710
-28,560
-30% -$1.33M ﹤0.01% 3019
2019
Q3 		$4.23M Sell
96,270
-105,758
-52% -$4.72M ﹤0.01% 2841
2019
Q2 		$9.15M Sell
202,028
-61,279
-23% -$2.79M ﹤0.01% 2175
2019
Q1 		$11.6M Buy
263,307
+129,368
+97% +$6.35M ﹤0.01% 1916
2018
Q4 		$6.29M Sell
133,939
-46,145
-26% -$2.48M ﹤0.01% 2387
2018
Q3 		$10.9M Buy
180,084
+29,956
+20% +$1.86M ﹤0.01% 2131
2018
Q2 		$9.37M Sell
150,128
-220,435
-59% -$14.6M ﹤0.01% 2195
2018
Q1 		$23.6M Sell
370,563
-20,483
-5% -$1.33M 0.01% 1390
2017
Q4 		$25.7M Buy
391,046
+122,284
+45% +$7.07M 0.01% 1393
2017
Q3 		$14.4M Buy
268,762
+28,784
+12% +$1.54M ﹤0.01% 1730
2017
Q2 		$12.7M Sell
239,978
-41,149
-15% -$2.15M ﹤0.01% 1793
2017
Q1 		$15.1M Buy
281,127
+144,501
+106% +$7.85M ﹤0.01% 1651
2016
Q4 		$7.45M Sell
136,626
-6,014
-4% -$321K ﹤0.01% 2135
2016
Q3 		$7.36M Buy
142,640
+28,412
+25% +$1.56M ﹤0.01% 1980
2016
Q2 		$5.96M Sell
114,228
-10,726
-9% -$542K ﹤0.01% 2169
2016
Q1 		$6.11M Buy
124,954
+20,977
+20% +$916K ﹤0.01% 2091
2015
Q4 		$4.68M Sell
103,977
-94,178
-48% -$4.67M ﹤0.01% 2259
2015
Q3 		$9.91M Sell
198,155
-14,025
-7% -$729K ﹤0.01% 1777
2015
Q2 		$11.5M Buy
212,180
+82,011
+63% +$4.76M ﹤0.01% 1822
2015
Q1 		$7.96M Buy
130,169
+58,629
+82% +$3.6M ﹤0.01% 2047
2014
Q4 		$4.24M Buy
71,540
+53,113
+288% +$3.06M ﹤0.01% 2507
2014
Q3 		$1.03M Sell
18,427
-85,414
-82% -$5.09M ﹤0.01% 3316
2014
Q2 		$6.29M Sell
103,841
-5,771
-5% -$328K ﹤0.01% 1972
2014
Q1 		$6.32M Buy
109,612
+24,598
+29% +$1.37M ﹤0.01% 1954
2013
Q4 		$4.69M Buy
85,014
+45,030
+113% +$2.28M ﹤0.01% 2214
2013
Q3 		$1.91M Sell
39,984
-43,649
-52% -$1.95M ﹤0.01% 2839
2013
Q2 		$3.35M Buy
+83,633
New +$3.25M ﹤0.01% 2420

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

JP Morgan Chase's WLY Position: Q1 2026 in Review

JP Morgan Chase reduced its John Wiley & Sons Class A (WLY) stake by 3.2% in Q1 2026, selling an estimated $668K and leaving 614,489 shares worth $23.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

JP Morgan Chase first reported a position in WLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.3M in Q4 2021. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • JP Morgan Chase held 614,489 shares of John Wiley & Sons Class A worth $23.3M as of Q1 2026.
  • JP Morgan Chase sold 20,624 John Wiley & Sons Class A shares in Q1 2026, an estimated $668K.
  • John Wiley & Sons Class A made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1953 holding.
  • JP Morgan Chase first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's John Wiley & Sons Class A position peaked at $47.3M in Q4 2021.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.