JPMorgan's increased stake aligns with recent accumulation by Brown Advisory (10.72% as of Sep 30, 2026) and J. Goldman & Co. Monitor future 13G/H filings for further institutional accumulation or any conversion to 13D activity.
Price Chart
Executive Summary
JPMorgan Chase & Co. filed an amended Schedule 13G disclosing a 6.9% passive stake in Andersen Group Inc. as of September 30, 2026, up from an undisclosed prior level. The filing confirms continued passive intent with no activist agenda, consistent with recent stake increases by other institutional filers.
Key Financial Metrics
Key Facts
- JPMorgan Chase & Co. reported beneficial ownership of 1,278,125 shares of Andersen Group Inc. Class A common stock as of September 30, 2026.
- The stake represents approximately 6.9% of the outstanding shares.
- The filing is an amendment to a prior Schedule 13G, confirming passive investment intent under Rule 13d-1(b).
- JPMorgan's subsidiaries include J.P. Morgan Securities LLC, JPMorgan Asset Management (UK) Limited, JPMorgan Chase Bank, N.A., J.P. Morgan Investment Management Inc., and J.P. Morgan Wealth Management Solutions Inc.
Financial Impact
6.9% passive stake — no transaction price or dollar value disclosed in the filing.
Risk Factors
- No specific risk factors identified in this passive stake filing.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000019617-26-000390 |
| Document: 0000019617-26-000390-index.html | 0000019617-26-000390 |
| Document: 0000019617-26-000390.txt | 0000019617-26-000390 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | SC 13G/A | $58.27 | awaiting T+20 | — | $64.18 (+10.14%) |
Oct 15, 2026 11d ago | 8-K | $58.27 | awaiting T+20 | — | $64.18 (+10.14%) |
Oct 14, 2026 12d ago | 8-K | $58.95 | awaiting T+20 | — | $64.18 (+8.87%) |
Oct 7, 2026 19d ago | SC 13G/A | $55.34 | awaiting T+20 | — | $64.18 (+15.97%) |
Aug 20, 2026 9w ago | EFFECT | $50.32 $54.99 | ▲ +9.28% | ▲ +9.28% | $64.18 (+27.54%) |
Aug 17, 2026 10w ago | S-1 | $45.75 $55.13 | ▲ +20.49% | ▲ +21.48% | $64.18 (+40.28%) |
Jun 29, 2026 17w ago | 8-K | $37.72 $46.94 | ▲ +24.44% | ▲ +25.47% | $64.18 (+70.15%) |
Apr 30, 2026 25w ago | DEFA14A | $35.38 $38.31 | ▲ +8.28% | ▲ +3.31% | $64.18 (+81.40%) |
Apr 28, 2026 25w ago | 3 | $33.92 $38.31 | ▲ +12.94% | ▲ +6.89% | $64.18 (+89.21%) |
US Market Status
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