[SCHEDULE 13G/A] Andersen Group Inc. Amended Passive Investment Disclosure
Andersen Group: JPMorgan Chase reports 6.9% stake
Andersen Group Inc. (ANDG) ownership amendment reports that JPMorgan Chase & Co. beneficially owned 1,278,125 shares of Class A common stock, or 6.9% of the class.
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Andersen Group Inc. (ANDG) ownership amendment reports that JPMorgan Chase & Co. beneficially owned 1,278,125 shares of Class A common stock, or 6.9% of the class. JPMorgan Chase reported sole voting power over 1,238,377 shares and shared voting power over 1 share; it reported sole dispositive power over 1,278,124 shares and shared dispositive power over 1 share. The listed subsidiary entities are J.P. Morgan Securities LLC, JPMorgan Asset Management (UK) Limited, JPMorgan Chase Bank, National Association, J.P. Morgan Investment Management Inc., and J.P. Morgan Wealth Management Solutions Inc.
Key Figures
Beneficial ownership:1,278,125 sharesPercent of class:6.9%Sole voting power:1,238,377 shares+3 more
6 metrics
Beneficial ownership1,278,125 sharesJPMorgan Chase & Co.'s reported position
Percent of class6.9%Andersen Group Class A common stock
Sole voting power1,238,377 sharesJPMorgan Chase & Co.'s reported voting power
Shared voting power1 shareJPMorgan Chase & Co.'s reported voting power
Sole dispositive power1,278,124 sharesJPMorgan Chase & Co.'s reported dispositive power
Shared dispositive power1 shareJPMorgan Chase & Co.'s reported dispositive power
Key Terms
beneficially owned, Sole power to vote, Shared power to vote, dispositive power
4 terms
beneficially ownedfinancial
"Amount beneficially owned"
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 power to votefinancial
"Sole power to vote or to direct the vote"
Shared power to votefinancial
"Shared power to vote or to direct the vote"
dispositive powerfinancial
"Sole power to dispose or to direct the disposition"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How many ANDG shares does JPMorgan Chase beneficially own?
JPMorgan Chase & Co. reported beneficial ownership of 1,278,125 ANDG Class A common shares, equal to 6.9% of the class. It reported sole voting power over 1,238,377 shares and shared voting power over 1 share, along with sole dispositive power over 1,278,124 shares and shared dispositive power over 1 share.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 2)
Andersen Group Inc.
(Name of Issuer)
Class A common stock, $0.0001 par value
(Title of Class of Securities)
033853102
(CUSIP Number)
09/30/2026
(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
1,238,377.00
6
Shared Voting Power
1.00
7
Sole Dispositive Power
1,278,124.00
8
Shared Dispositive Power
1.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,278,125.00
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)
6.9 %
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:
1278125
(b)
Percent of class:
6.9 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
1238377
(ii) Shared power to vote or to direct the vote:
1
(iii) Sole power to dispose or to direct the disposition of:
1278124
(iv) Shared power to dispose or to direct the disposition of:
1
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.
J.P. Morgan Securities LLC;
JPMorgan Asset Management (UK) Limited;
JPMorgan Chase Bank, National Association;
J.P. Morgan Investment Management Inc.;
J.P. Morgan Wealth Management Solutions 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.
