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

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

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return