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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 solid gains over the past month, three months, and year-to-date, indicating positive 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, financials, consumer cyclical, and health care, which helps reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers very limited geographic diversification outside the United States.
Mixed Performance Among Top Holdings
While some top positions have delivered strong gains, a few have shown weak or negative performance, which can create uneven results for the fund.
Exposure to More Volatile Mid-Cap Names
Several top holdings are in mid-sized, growth-oriented companies that can experience larger price swings than more established large-cap stocks.
BBMC vs. SPDR S&P 500 ETF (SPY)
AUM1.91B
RegionNorth America
Expense Ratio0.07%
Beta0.98
IssuerJPMorgan
Inception DateApr 14, 2020
Dividend Yield1.15%
Asset ClassEquity
Index TrackedMorningstar US Mid Cap Target Market Exposure Extended
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume122,766
30 Day Avg. Volume68,654
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
130.05Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering561
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBMC Summary
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) is an ETF that tracks the Morningstar US Mid Cap Target Market Exposure Extended Index, focusing on medium‑sized U.S. companies. It spreads your money across many sectors, including industrials, technology, finance, and health care. Well-known holdings include SanDisk and Williams-Sonoma. Someone might invest in BBMC to seek growth from companies that are past the start-up phase but still have room to expand, while also gaining diversification across many industries. A key risk is that mid-cap stocks can be more volatile than large, established companies and can go up and down with the overall 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 leans into U.S. mid-cap growth stories, with tech and consumer names setting the tone. SanDisk and Coherent have been rising, helping power returns as demand for data and communications gear stays strong, while Natera adds a dose of high-growth health care, albeit with profitability still a work in progress. On the flip side, Reddit and Lumentum have been more mixed, occasionally losing steam and tempering gains. Overall, the fund is broadly diversified across U.S. sectors, but its key drivers sit in innovative mid-cap tech and consumer brands.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 1.64% | $31.21M | ― | ― | ― | |
| SanDisk Corp | 1.41% | $26.83M | $88.24B | ― | 55 Neutral | |
| Ciena | 0.75% | $14.33M | $38.22B | 202.44% | 70 Outperform | |
| Lumentum Holdings | 0.73% | $13.95M | $39.41B | 573.73% | 61 Neutral | |
| Coherent Corp | 0.67% | $12.86M | $42.69B | 137.44% | 66 Neutral | |
| Tapestry | 0.62% | $11.87M | $30.79B | 89.23% | 69 Neutral | |
| Williams-Sonoma | 0.55% | $10.47M | $26.34B | 5.40% | 75 Outperform | |
| Natera | 0.54% | $10.38M | $28.08B | 17.92% | 73 Outperform | |
| Jabil | 0.51% | $9.66M | $27.27B | 56.13% | 73 Outperform | |
| Casey's General | 0.50% | $9.53M | $24.50B | 52.92% | 68 Neutral |
BBMC Technical Analysis
Positive
―
Price Trends
109.89
Positive
106.81
Positive
101.69
Positive
Market Momentum
0.93
Positive
63.45
Neutral
61.72
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 113.05, equal to the 50-day MA of 109.89, and equal to the 200-day MA of 101.69, indicating a bullish trend. The MACD of 0.93 indicates Positive momentum. The RSI at 63.45 is Neutral, neither overbought nor oversold. The STOCH value of 61.72 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
115.54
17.03
17.29%
XMMO
Invesco S&P MidCap Momentum ETF
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―
―
XMHQ
Invesco S&P MidCap Quality ETF
―
―
―
FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
JHMM
John Hancock Multifactor Mid Cap ETF
―
―
―
DON
WisdomTree U.S. MidCap Dividend Fund
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―
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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.
Disclaimer
This 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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