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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, earns a solid overall rating thanks to several strong holdings like TechnipFMC, Curtiss-Wright, Carpenter Technology, and Reddit, which show robust financial performance, positive earnings sentiment, and generally supportive technical trends. The rating is held back somewhat by weaker names such as Revolution Medicines and Moderna, where ongoing losses and financial challenges create drag, and by valuation concerns across multiple holdings that appear overvalued. The main risk factor is exposure to several companies with high valuations and profitability issues, which could increase volatility if market conditions worsen.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its mid-cap stock holdings.
Healthy Top Holdings Performance
Most of the largest positions, including companies like Revolution Medicines, Casey's General, and Carpenter Technology, have shown strong performance, helping support the fund’s overall returns.
Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Recent Short-Term Weakness
The ETF has shown slightly weak performance over the past month, which may signal short-term volatility in mid-cap stocks.
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited geographic diversification outside the United States.
Sector Tilts Toward Industrials and Financials
Large weights in sectors like Industrials and Financials mean the fund could be more sensitive if these areas of the market face a downturn.

BBMC vs. SPDR S&P 500 ETF (SPY)

BBMC Summary

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) is an exchange-traded fund that follows the Morningstar US Mid Cap Target Market Exposure Extended Index. It invests in medium‑sized U.S. companies across many industries, including industrials, technology, health care, and consumer businesses. Well-known names in the fund include Williams-Sonoma and Casey’s General Stores. Investors might consider BBMC for long-term growth and diversification beyond large, household-name stocks, while still avoiding the extreme risk of tiny companies. A key risk is that mid-cap stocks can rise and fall with the overall stock market, so the value of this ETF can go up or down.
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 muscle, with industrials and tech quietly steering the ship. Sterling Infrastructure and Carpenter Technology have been rising stars, giving the fund a lift as infrastructure and specialized manufacturing stay in demand. nVent Electric and Curtiss-Wright are also pulling their weight, keeping the industrial engine humming. On the flip side, biotech names like Natera and Revolution Medicines are more of a roller coaster, adding excitement but also some drag. Overall, it’s a U.S.-only fund leaning heavily on industrial strength with a dash of growth flair.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Natera0.78%$15.76M$38.26B91.71%
73
Outperform
0.77%$15.51M
Revolution Medicines0.72%$14.66M$38.97B378.94%
52
Neutral
Casey's General0.70%$14.07M$31.76B63.50%
68
Neutral
Tapestry0.62%$12.46M$28.72B31.66%
69
Neutral
Qnity Electronics, Inc.0.61%$12.36M$29.05B
Carpenter Technology0.59%$11.99M$29.26B114.61%
75
Outperform
TechnipFMC0.59%$11.91M$29.75B130.17%
80
Outperform
Williams-Sonoma0.57%$11.54M$26.04B23.81%
75
Outperform
Curtiss-Wright0.57%$11.47M$26.67B52.18%
74
Outperform

BBMC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
123.27
Positive
100DMA
118.17
Positive
200DMA
112.95
Positive
Market Momentum
MACD
0.24
Positive
RSI
50.44
Neutral
STOCH
36.80
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 125.32, equal to the 50-day MA of 123.27, and equal to the 200-day MA of 112.95, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 50.44 is Neutral, neither overbought nor oversold. The STOCH value of 36.80 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
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.04B0.07%
68
Neutral
$7.50B0.23%
69
Neutral
$7.26B0.35%
73
Outperform
$5.90B0.41%
70
Outperform
$5.37B0.25%
74
Outperform
$3.99B0.38%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
124.50
25.42
25.66%
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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