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BBMC - AI Analysis
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JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)
Rating:68Neutral
Price Target:
$115.00
Positive Factors
Strong Top Holdings
Several top holdings, such as Insmed and Rocket Lab USA, have delivered strong year-to-date performance, boosting the ETF’s returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to similar funds.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Technology, and Financials, reducing reliance on any single industry.
Negative Factors
Geographic Concentration
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, limiting global diversification.
Mixed Short-Term Performance
The ETF’s one-month performance has been slightly negative, which may concern investors looking for consistent short-term gains.
Small Holdings Impact
Some smaller holdings, such as Pure Storage, have shown weaker year-to-date performance, which could drag on overall returns.
BBMC vs. SPDR S&P 500 ETF (SPY)
AUM1.98B
RegionNorth America
Expense Ratio0.07%
Beta1.02
IssuerJPMorgan
Inception DateApr 14, 2020
Dividend Yield1.32%
Asset ClassEquity
Index TrackedMorningstar US Mid Cap Target Market Exposure Extended
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,258
30 Day Avg. Volume11,670
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
121.25Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering555
BBMC Summary
The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) is an investment fund that focuses on mid-sized U.S. companies, offering exposure to a diverse range of sectors like technology, industrials, and healthcare. It tracks the Morningstar US Mid Cap Target Market Exposure Extended index and includes well-known companies such as SoFi and Pure Storage. Investors might consider BBMC for its potential to balance growth and stability, as mid-cap companies are often more established than small caps but still have room to grow. However, new investors should note that the ETF’s performance can fluctuate with the overall market, especially during economic downturns.
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
The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) is leaning heavily on industrials and technology, with names like EMCOR Group and Pure Storage showing steady growth thanks to strong financial performance and bullish momentum. Rocket Lab USA is a standout, rising on the back of revenue growth and strategic acquisitions, though profitability concerns linger. On the flip side, SoFi has been lagging recently, weighed down by cash flow challenges and valuation risks. With its focus on U.S. mid-cap stocks, BBMC offers a dynamic mix of innovation and stability, but sector concentration could amplify volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Insmed | 0.79% | $15.50M | $35.29B | 137.50% | 57 Neutral | |
| SoFi | 0.76% | $15.09M | $36.63B | 175.40% | 71 Outperform | |
| EMCOR Group | 0.73% | $14.35M | $34.78B | 79.96% | 77 Outperform | |
| Interactive Brokers | 0.68% | $13.49M | $30.81B | 79.43% | 80 Outperform | |
| Comfort Systems | 0.68% | $13.46M | $35.65B | 159.04% | 80 Outperform | |
| Pure Storage | 0.68% | $13.32M | $32.07B | 82.70% | 76 Outperform | |
| Rocket Lab USA | 0.63% | $12.33M | $32.02B | 503.65% | 55 Neutral | |
| Natera | 0.60% | $11.87M | $26.46B | 52.14% | 70 Neutral | |
| ― | 0.58% | $11.52M | ― | ― | ― | |
| Ciena | 0.57% | $11.30M | $26.70B | 192.85% | 70 Outperform |
BBMC Technical Analysis
Neutral
―
Price Trends
104.24
Negative
101.27
Positive
96.95
Positive
Market Momentum
0.34
Positive
47.52
Neutral
46.29
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBMC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 104.68, equal to the 50-day MA of 104.24, and equal to the 200-day MA of 96.95, indicating a neutral trend. The MACD of 0.34 indicates Positive momentum. The RSI at 47.52 is Neutral, neither overbought nor oversold. The STOCH value of 46.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BBMC.
BBMC Peer Comparison
Comparison Results
Performance Comparison
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
104.01
10.90
11.71%
XMHQ
Invesco S&P MidCap Quality ETF
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XMMO
Invesco S&P MidCap Momentum ETF
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JHMM
John Hancock Multifactor Mid Cap ETF
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FMDE
Fidelity Enhanced Mid Cap 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.
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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