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
2023
Q4 		– Sell
-8,400
Closed -$255K – 7550
2023
Q3 		$255K Buy
+8,400
New +$280K ﹤0.01% 4916
2021
Q1 		– Sell
-150,000
Closed -$5.56M – 6078
2020
Q4 		$5.56M Buy
+150,000
New +$5.15M ﹤0.01% 2727
2020
Q1 		– Sell
-25,000
Closed -$972K – 5324
2019
Q4 		$972K Buy
25,000
+19,200
+331% +$792K ﹤0.01% 3884
2019
Q3 		$242K Buy
+5,800
New +$239K ﹤0.01% 4539
2018
Q4 		– Sell
-100,000
Closed -$5.35M – 5700
2018
Q3 		$5.35M Buy
100,000
+17,000
+20% +$919K ﹤0.01% 2687
2018
Q2 		$4.57M Buy
+83,000
New +$4.39M ﹤0.01% 2757
2018
Q1 		– Sell
-15,000
Closed -$723K – 5395
2017
Q4 		$723K Sell
15,000
-175,000
-92% -$7.95M ﹤0.01% 3893
2017
Q3 		$7.97M Buy
+190,000
New +$8.46M ﹤0.01% 2174

Other funds holding CAKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase's CAKE Position: Q2 2026 in Review

JP Morgan Chase reduced its Cheesecake Factory (CAKE) stake by 5.8% in Q2 2026, selling an estimated $249K and leaving 62,482 shares worth $5.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3427.

JP Morgan Chase first reported a position in CAKE in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.7M in Q1 2018. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • JP Morgan Chase held 62,482 shares of Cheesecake Factory worth $5.13M as of Q2 2026.
  • JP Morgan Chase sold 3,851 Cheesecake Factory shares in Q2 2026, an estimated $249K.
  • Cheesecake Factory made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3427 holding.
  • JP Morgan Chase first reported a position in Cheesecake Factory in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Cheesecake Factory position peaked at $13.7M in Q1 2018.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.