JP Morgan Chase
ANDG

JP Morgan Chase’s Andersen Group ANDG Stock Holding History

JP Morgan Chase’s Portfolio ANDG Stock Details ANDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.6M Sell
1,412,823
-446,757
-24% -$15.8M ﹤0.01% 1422
2026
Q1 		$47.9M Buy
1,859,580
+86,065
+5% +$2.01M ﹤0.01% 1428
2025
Q4 		$46M Buy
+1,773,515
New +$44.6M ﹤0.01% 1421

Other funds holding ANDG

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SGM
Seven Grand Managers Bronxville, New York $2.48B AUM 65.09% 1-Year Est. Return

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

JP Morgan Chase reduced its Andersen Group (ANDG) stake by 24% in Q2 2026, selling an estimated $15.8M and leaving 1,412,823 shares worth $53.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

JP Morgan Chase first reported a position in ANDG in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • JP Morgan Chase held 1,412,823 shares of Andersen Group worth $53.6M as of Q2 2026.
  • JP Morgan Chase sold 446,757 Andersen Group shares in Q2 2026, an estimated $15.8M.
  • Andersen Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1422 holding.
  • JP Morgan Chase first reported a position in Andersen Group in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

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