BBJP - ETF AI Analysis
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JPMorgan BetaBuilders Japan ETF (BBJP)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Financial and Industrial Leaders
Several of the largest holdings in Japanese banks and industrial companies have shown strong year-to-date performance, helping support the ETF’s overall returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including industrials, financials, technology, and consumer-related areas, which helps reduce the impact if any one industry struggles.
Low Expense Ratio for a Foreign Market ETF
The ETF charges a relatively low fee, so less of your potential return is lost to costs when investing in Japanese stocks.
Negative Factors
Heavy Focus on Japan
With the vast majority of its assets in Japanese companies, the fund is highly sensitive to economic and market conditions in Japan and offers limited global diversification.
Meaningful Exposure to a Few Large Stocks
A small number of companies, such as major automakers and financial groups, make up a noticeable share of the portfolio, increasing the impact if any of them perform poorly.
Some Top Holdings Are Lagging
At least one major holding has shown weak year-to-date performance, which can drag on the fund even as other positions do well.
BBJP vs. SPDR S&P 500 ETF (SPY)
AUM15.01B
RegionAsia-Pacific
Expense Ratio0.19%
Beta0.87
IssuerJPMorgan
Inception DateJun 15, 2018
Dividend Yield5.08%
Asset ClassEquity
Index TrackedMorningstar Japan Target Market Exposure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,593,727
30 Day Avg. Volume1,960,167
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
84.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering180
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBJP Summary
BBJP is the JPMorgan BetaBuilders Japan ETF, which follows the Morningstar Japan Target Market Exposure Index. It aims to track the overall Japanese stock market, holding many companies of different sizes and sectors. Well-known names in the fund include Toyota Motor and Sony. Investors might consider BBJP if they want simple, low-cost exposure to Japan and to diversify beyond U.S. stocks, with a mix of industrial, financial, and technology companies. A key risk is that the value of the ETF can go up and down with the Japanese stock market and currency movements.
How much will it cost me?The JPMorgan BetaBuilders Japan ETF (BBJP) has an expense ratio of 0.19%, meaning you’ll pay $1.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed ETF that tracks an index, which typically costs less than actively managed funds.
What would affect this ETF?The BBJP ETF, focused on Japan's total market, could benefit from positive trends such as advancements in technology and industrial innovation, which are key sectors in its portfolio. However, it may face challenges from global economic uncertainty, fluctuating interest rates, or regulatory changes in Japan that could impact major holdings like Toyota and Sony. Additionally, Japan's aging population and slower domestic growth could pose long-term risks to some sectors.
BBJP Top 10 Holdings
BBJP is a pure Japan play, and its story right now is one of industrial and financial heavyweights setting the tone. Toyota and Sony have been losing steam lately, acting as a bit of a brake on the fund, while big banks like Mitsubishi UFJ and Sumitomo Mitsui are more steady but not exactly sprinting. On the brighter side, trading houses such as Mitsubishi and Mitsui & Co are rising and helping to pull performance forward. There’s also a notable tilt toward industrials and tech, giving the ETF a cyclical, growth-sensitive flavor.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Toyota Motor | 4.97% | $732.15M | ¥43.15T | 25.87% | 80 Outperform | |
| Mitsubishi UFJ Financial Group | 3.87% | $570.87M | ¥31.40T | 30.87% | 76 Outperform | |
| Hitachi,Ltd. | 2.74% | $404.16M | ¥21.40T | 34.83% | 77 Outperform | |
| Mitsubishi | 2.66% | $391.38M | ¥20.81T | 99.64% | 60 Neutral | |
| Sumitomo Mitsui Financial Group | 2.54% | $373.60M | ¥20.82T | 45.65% | 77 Outperform | |
| Sony | 2.46% | $362.25M | ¥20.60T | -16.56% | 73 Outperform | |
| Tokyo Electron | 2.24% | $330.08M | ¥18.00T | 80.66% | 73 Outperform | |
| Mitsui & Co | 2.08% | $307.06M | ¥17.79T | 121.32% | 74 Outperform | |
| Mizuho Financial Group | 1.97% | $290.01M | ¥16.43T | 63.24% | 77 Outperform | |
| Advantest | 1.92% | $283.64M | ¥15.70T | 232.32% | 75 Outperform |
BBJP Technical Analysis
Positive
―
Price Trends
71.14
Negative
68.63
Positive
64.97
Positive
Market Momentum
-0.71
Negative
50.26
Neutral
78.15
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBJP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 68.69, equal to the 50-day MA of 71.14, and equal to the 200-day MA of 64.97, indicating a neutral trend. The MACD of -0.71 indicates Negative momentum. The RSI at 50.26 is Neutral, neither overbought nor oversold. The STOCH value of 78.15 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBJP.
BBJP Peer Comparison
Comparison Results
Performance Comparison
BBJP
JPMorgan BetaBuilders Japan ETF
69.60
21.76
45.48%
EWJ
iShares MSCI Japan ETF
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―
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DXJ
WisdomTree Japan Hedged Equity Fund
―
―
―
FLJP
Franklin FTSE Japan ETF
―
―
―
OPPJ
WisdomTree Japan Opportunities Fund
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FJP
First Trust Japan AlphaDEX Fund
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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