JPMorgan Chase & Co. (ANDG) discloses 1.41M Andersen Group shares in 13G/A

Rhea-AI Filing Summary

JPMorgan Chase & Co. has filed Amendment No. 1 to a Schedule 13G reporting beneficial ownership of Andersen Group Inc. Class A common stock. JPMorgan reports beneficial ownership of 1,412,823 shares of Class A common stock, representing 10.4% of the class. It reports sole voting power over 1,365,521 shares and sole dispositive power over 1,412,823 shares, with no shared voting or dispositive power. The filing attributes the holdings to subsidiaries including JPMorgan Asset Management (UK) Limited, JPMorgan Chase Bank, National Association, and J.P. Morgan Investment Management Inc., and states that no other person is known to have rights to receive dividends or sale proceeds over more than 5% of the class.

Key Figures

Beneficial ownership: 1,412,823 shares Percent of class: 10.4% Sole voting power: 1,365,521 shares +3 more

6 metrics

Beneficial ownership 1,412,823 shares Class A common stock beneficially owned by JPMorgan Chase & Co.

Percent of class 10.4% Percentage of Andersen Group Inc. Class A common stock class

Sole voting power 1,365,521 shares Shares over which JPMorgan has sole power to vote

Shared voting power 0 shares Shares over which JPMorgan has shared power to vote

Sole dispositive power 1,412,823 shares Shares over which JPMorgan has sole power to dispose

Shared dispositive power 0 shares Shares over which JPMorgan has shared power to dispose

Key Terms

beneficially owned, sole voting power, sole dispositive power, Schedule 13G, +1 more

5 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 1412823"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole voting power financial

"Sole Voting Power 1,365,521.00 6 | Shared Voting Power 0.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

sole dispositive power financial

"Sole Dispositive Power 1,412,823.00 8 | Shared Dispositive Power 0.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Schedule 13G regulatory

"Ownership of more than 5 Percent on Behalf of Another Person."

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

parent holding company regulatory

"If a parent holding company has filed this schedule, pursuant to (ii)(G)"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/27/2026 - 11:02 AM Accepted by SEC EDGAR 07/27/2026 - 11:01 AM Learn about SEC filing dates

FAQ

What ownership stake in Andersen Group Inc. (ANDG) does JPMorgan Chase & Co. report?

JPMorgan Chase & Co. reports beneficial ownership of 1,412,823 shares of Andersen Group Inc. Class A common stock, representing 10.4% of the outstanding class, with all of these shares under its sole dispositive power.

How many Andersen Group Inc. (ANDG) shares can JPMorgan Chase & Co. vote?

JPMorgan Chase & Co. reports sole voting power over 1,365,521 shares of Andersen Group Inc. Class A common stock and no shared voting power, indicating it alone can direct the vote for those shares.

Does JPMorgan Chase & Co. share dispositive power over Andersen Group Inc. (ANDG) shares?

No. JPMorgan Chase & Co. reports sole dispositive power over 1,412,823 shares and shared dispositive power over 0 shares, meaning it alone can decide on the disposition of those shares.

Which JPMorgan entities are associated with the Andersen Group Inc. (ANDG) share holdings?

The filing identifies JPMorgan Asset Management (UK) Limited, JPMorgan Chase Bank, National Association, and J.P. Morgan Investment Management Inc. as subsidiaries associated with the reported Andersen Group Inc. holdings.

Does any other person have rights to more than 5% of Andersen Group Inc. (ANDG) shares held by JPMorgan?

The disclosure states “Not Applicable” under ownership on behalf of another person, indicating no other person is known to have rights to receive dividends or sale proceeds relating to more than 5% of this class.

What type of securities in Andersen Group Inc. (ANDG) are covered by this Schedule 13G/A?

The filing covers Class A common stock, $0.0001 par value, of Andersen Group Inc., identified by CUSIP 033853102, and reports JPMorgan Chase & Co.’s beneficial ownership position in that class.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Andersen Group Inc.

(Name of Issuer)

Class A common stock, $0.0001 par value

(Title of Class of Securities)

033853102

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 033853102

1

Names of Reporting Persons

JPMORGAN CHASE & CO.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,365,521.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,412,823.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,412,823.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.4 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Andersen Group Inc.
(b)	Address of issuer's principal executive offices: 333 Bush Street Suite 1700 San Francisco CA 94104
Item 2.
(a)	Name of person filing: JPMORGAN CHASE & CO.
(b)	Address or principal business office or, if none, residence: 270 Park Avenue,,New York, NY 10017
(c)	Citizenship: DE
(d)	Title of class of securities: Class A common stock, $0.0001 par value
(e)	CUSIP No.: 033853102
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1412823
(b)	Percent of class: 10.4 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1365521
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1412823
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. JPMorgan Asset Management (UK) Limited; JPMorgan Chase Bank, National Association; J.P. Morgan Investment Management Inc.
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. Not Applicable
Item 9.	Notice of Dissolution of Group.
	Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5. Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

JPMORGAN CHASE & CO.

Signature:	Rachel Tsvaygoft
Name/Title:	Vice President
Date:	07/27/2026