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BBMC - ETF AI Analysis

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BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)

Rating:68Neutral
Price Target:
BBMC, the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF, has a solid overall rating, reflecting a portfolio with several strong, growing companies but also some financial and valuation risks. Standout holdings like TechnipFMC, Curtiss-Wright, Jabil, and Natera support the fund’s quality through strong financial performance, positive earnings sentiment, and growth initiatives, while names like SanDisk and Lumentum introduce concerns around profitability, leverage, and high valuations. The main risk factor is that many top holdings show high P/E or valuation concerns and some operational or profitability challenges, which could make the fund more sensitive if market sentiment toward mid-cap growth and higher-valuation stocks weakens.
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)

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’s story is all about U.S. mid-cap growth, with a noticeable tilt toward tech and industrial innovators. SanDisk, Ciena, Lumentum, and Coherent are doing much of the heavy lifting, riding strong earnings buzz and momentum tied to data centers, AI, and communications gear. On the softer side, Natera has been lagging as profitability questions weigh on an otherwise promising growth story. Consumer names like Tapestry and Williams-Sonoma look steadier, helping smooth the ride in this all‑U.S., broadly diversified mid-cap lineup.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
SanDisk Corp1.58%$29.28M$97.66B1106.90%
55
Neutral
Ciena1.04%$19.39M$47.71B428.48%
70
Outperform
Lumentum Holdings0.93%$17.30M$44.45B878.62%
61
Neutral
0.91%$16.82M
Coherent Corp0.81%$15.07M$45.51B277.54%
66
Neutral
Tapestry0.65%$12.02M$28.77B101.67%
69
Neutral
Curtiss-Wright0.56%$10.43M$24.19B103.32%
74
Outperform
Jabil0.55%$10.23M$26.47B84.40%
73
Outperform
Natera0.55%$10.19M$26.62B26.74%
73
Outperform
Casey's General0.54%$9.98M$24.43B67.04%
68
Neutral

BBMC Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
112.92
Negative
100DMA
109.16
Negative
200DMA
104.53
Positive
Market Momentum
MACD
-1.25
Positive
RSI
37.89
Neutral
STOCH
12.71
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBMC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 112.96, equal to the 50-day MA of 112.92, and equal to the 200-day MA of 104.53, indicating a neutral trend. The MACD of -1.25 indicates Positive momentum. The RSI at 37.89 is Neutral, neither overbought nor oversold. The STOCH value of 12.71 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BBMC.

BBMC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.86B0.07%
68
Neutral
$5.61B0.23%
70
Neutral
$5.50B0.35%
71
Outperform
$5.12B0.41%
70
Outperform
$5.00B0.25%
73
Outperform
$3.70B0.38%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
108.84
18.87
20.97%
FMDE
Fidelity Enhanced Mid Cap ETF
XMMO
Invesco S&P MidCap Momentum ETF
JHMM
John Hancock Multifactor Mid Cap ETF
XMHQ
Invesco S&P MidCap Quality ETF
DON
WisdomTree U.S. MidCap Dividend Fund
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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