BBMC - ETF AI Analysis
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JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating solid recent momentum.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, technology, consumer, financials, and health care, which helps reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
With the vast majority of assets in U.S. companies, the fund offers limited diversification across global markets.
Mid-Cap Volatility Risk
Because the ETF focuses on mid-sized companies, it may be more volatile than large-cap funds during market stress.
Mixed Performance Among Top Holdings
While several top positions have delivered strong gains, at least one notable holding has been weak this year, which can drag on overall returns.
BBMC vs. SPDR S&P 500 ETF (SPY)
AUM2.08B
RegionNorth America
Expense Ratio0.07%
Beta0.98
IssuerJPMorgan
Inception DateApr 14, 2020
Dividend Yield1.09%
Asset ClassEquity
Index TrackedMorningstar US Mid Cap Target Market Exposure Extended
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,891
30 Day Avg. Volume35,081
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
142.81Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering554
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBMC Summary
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) tracks the Morningstar US Mid Cap Target Market Exposure Extended Index, focusing on medium‑sized U.S. companies across many industries. It holds firms like SanDisk and Jabil, giving investors a broad mix of technology, industrial, consumer, and health care stocks in one fund. Someone might invest in BBMC to seek long-term growth and diversification, since mid-sized companies can offer more growth potential than many large, established firms while being less risky than very small companies. A key risk is that mid-cap stocks can still be volatile and the ETF’s value can go up or down with the stock market.
How much will it cost me?The expense ratio for the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) is 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because BBMC is passively managed, aiming to track a benchmark index rather than actively selecting stocks.
What would affect this ETF?The BBMC ETF, focused on U.S. mid-cap companies, could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact financial and consumer cyclical sectors. Regulatory changes or geopolitical tensions affecting U.S. markets could also influence its performance.
BBMC Top 10 Holdings
BBMC’s story is all about U.S. mid-cap growth, with a clear tilt toward tech and industrial names. SanDisk is doing the heavy lifting, rising on strong earnings even as some profitability worries linger. Optical and networking players like Ciena, Lumentum, and Coherent are also climbing, helped by enthusiasm around AI and data centers, giving the fund a tech-flavored backbone. On the softer side, consumer name Tapestry is lagging and occasionally drags on returns. Overall, this is a U.S.-only, innovation-leaning mid-cap basket with a few retail speed bumps.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 5.02% | $104.14M | $278.63B | 4559.06% | 55 Neutral | |
| Coherent Corp | 1.22% | $25.42M | $71.13B | 397.65% | 66 Neutral | |
| Lumentum Holdings | 1.21% | $25.10M | $69.21B | 1017.52% | 61 Neutral | |
| Ciena | 1.20% | $24.96M | $63.02B | 518.04% | 70 Outperform | |
| ― | 1.18% | $24.55M | ― | ― | ― | |
| Jabil | 0.72% | $14.90M | $39.76B | 118.85% | 73 Outperform | |
| Casey's General | 0.64% | $13.23M | $33.86B | 76.85% | 68 Neutral | |
| Qnity Electronics, Inc. | 0.60% | $12.36M | $31.22B | ― | ― | |
| Tapestry | 0.57% | $11.93M | $29.38B | 86.82% | 69 Neutral | |
| Natera | 0.57% | $11.75M | $31.40B | 28.26% | 73 Outperform |
BBMC Technical Analysis
Positive
―
Price Trends
119.04
Positive
115.44
Positive
110.39
Positive
Market Momentum
1.27
Positive
62.72
Neutral
69.11
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBMC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 121.68, equal to the 50-day MA of 119.04, and equal to the 200-day MA of 110.39, indicating a bullish trend. The MACD of 1.27 indicates Positive momentum. The RSI at 62.72 is Neutral, neither overbought nor oversold. The STOCH value of 69.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBMC.
BBMC Peer Comparison
Comparison Results
Performance Comparison
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
125.15
31.10
33.07%
XMMO
Invesco S&P MidCap Momentum ETF
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―
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FMDE
Fidelity Enhanced Mid Cap ETF
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―
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JHMM
John Hancock Multifactor Mid Cap ETF
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―
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XMHQ
Invesco S&P MidCap Quality ETF
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DON
WisdomTree U.S. MidCap Dividend 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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