Hennion & Walsh Asset Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Hennion & Walsh Asset Management’s Portfolio JSCP Stock Details JSCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.2M	Buy	416,624 +104,310	+33%	+$4.87M	0.56%	30
2026 Q2	$14.7M	Buy	312,314 +32,417	+12%	+$1.53M	0.42%	41
2026 Q1	$13.2M	Sell	279,897 -129,028	-32%	-$6.13M	0.45%	35
2025 Q4	$19.4M	Buy	408,925 +16,414	+4%	+$781K	0.67%	21
2025 Q3	$18.7M	Buy	392,511 +17,436	+5%	+$826K	0.68%	21
2025 Q2	$17.8M	Buy	+375,075	New	+$17.6M	0.72%	16
2022 Q3	–	Sell	-360,714	Closed	-$16.8M	–	787
2022 Q2	$16.8M	Sell	360,714 -12,624	-3%	-$593K	1.04%	11
2022 Q1	$17.8M	Buy	373,338 +10,363	+3%	+$505K	0.95%	12
2021 Q4	$18.1M	Buy	+362,975	New	+$18.1M	0.89%	15

Other funds holding JSCP

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

2WWM

21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Hennion & Walsh Asset Management's JSCP Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 33% in Q3 2026, buying an estimated $4.87M and bringing the position to 416,624 shares worth $19.2M. The position accounts for 0.56% of the portfolio, ranked #30.

Hennion & Walsh Asset Management first reported a position in JSCP in Q4 2021 and has held it in 9 quarters since. The position peaked at $19.4M in Q4 2025. 13 funds tracked by Wall St. Rank hold JSCP as of Q3 2026.

Hennion & Walsh Asset Management held 416,624 shares of JPMorgan Short Duration Core Plus ETF worth $19.2M as of Q3 2026.
Hennion & Walsh Asset Management bought 104,310 JPMorgan Short Duration Core Plus ETF shares in Q3 2026, an estimated $4.87M.
JPMorgan Short Duration Core Plus ETF made up 0.56% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #30 holding.
Hennion & Walsh Asset Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2021 and has held it in 9 quarters since.
Hennion & Walsh Asset Management's JPMorgan Short Duration Core Plus ETF position peaked at $19.4M in Q4 2025.
13 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.