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Disclosery

JPMORGAN CHASE & CO: CAKE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on CAKE, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 62,482 CAKE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,482 shares
    Change vs previous 13F -3,851 shares

    <0.01% of the 13F portfolio, value $5,127,608.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 66,333 shares
    Change vs previous 13F -51,004 shares

    <0.01% of the 13F portfolio, value $3,606,525.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 117,337 shares
    Change vs previous 13F -100,664 shares

    <0.01% of the 13F portfolio, value $5,923,173.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 218,001 shares
    Change vs previous 13F +113,326 shares

    <0.01% of the 13F portfolio, value $11,911,574.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 104,675 shares
    Change vs previous 13F +56,711 shares

    <0.01% of the 13F portfolio, value $6,558,935.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,964 shares
    Change vs previous 13F -128,936 shares

    <0.01% of the 13F portfolio, value $2,333,928.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 176,900 shares
    Change vs previous 13F +132,346 shares

    <0.01% of the 13F portfolio, value $8,392,136.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 44,554 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,806,665.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).