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
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 $60.9B AUM 15.24% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

JP Morgan Chase's ANDG Position: Q1 2026 in Review

JP Morgan Chase increased its Andersen Group (ANDG) stake by 4.9% in Q1 2026, buying an estimated $2.01M and bringing the position to 1,859,580 shares worth $47.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

JP Morgan Chase first reported a position in ANDG in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold ANDG as of Q1 2026.

  • JP Morgan Chase held 1,859,580 shares of Andersen Group worth $47.9M as of Q1 2026.
  • JP Morgan Chase bought 86,065 Andersen Group shares in Q1 2026, an estimated $2.01M.
  • Andersen Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1428 holding.
  • JP Morgan Chase first reported a position in Andersen Group in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Andersen Group as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.