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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $440M AUM 26.51% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hennion & Walsh Asset Management's JSCP Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 12% in Q2 2026, buying an estimated $1.53M and bringing the position to 312,314 shares worth $14.7M. The position accounts for 0.42% of the portfolio, ranked #41.

Hennion & Walsh Asset Management first reported a position in JSCP in Q4 2021 and has held it in 8 quarters since. The position peaked at $19.4M in Q4 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Hennion & Walsh Asset Management held 312,314 shares of JPMorgan Short Duration Core Plus ETF worth $14.7M as of Q2 2026.
Hennion & Walsh Asset Management bought 32,417 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $1.53M.
JPMorgan Short Duration Core Plus ETF made up 0.42% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #41 holding.
Hennion & Walsh Asset Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2021 and has held it in 8 quarters since.
Hennion & Walsh Asset Management's JPMorgan Short Duration Core Plus ETF position peaked at $19.4M in Q4 2025.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.