JP Morgan Chase
CAKE icon

JP Morgan Chase’s Cheesecake Factory CAKE Stock Holding History

JP Morgan Chase’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-50,000
Closed -$2.41M – 5549
2018
Q1 		$2.41M Buy
+50,000
New +$2.4M ﹤0.01% 3130

Other funds holding CAKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase reduced its Cheesecake Factory (CAKE) stake by 43% in Q1 2026, selling an estimated $3.04M and leaving 66,333 shares worth $3.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

JP Morgan Chase first reported a position in CAKE in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.7M in Q1 2018. 332 funds tracked by Wall St. Rank hold CAKE as of Q1 2026.

  • JP Morgan Chase held 66,333 shares of Cheesecake Factory worth $3.61M as of Q1 2026.
  • JP Morgan Chase sold 51,004 Cheesecake Factory shares in Q1 2026, an estimated $3.04M.
  • Cheesecake Factory made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3623 holding.
  • JP Morgan Chase first reported a position in Cheesecake Factory in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Cheesecake Factory position peaked at $13.7M in Q1 2018.
  • 332 funds tracked by Wall St. Rank held Cheesecake Factory as of Q1 2026.

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