BBUS - ETF AI Analysis
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JP Morgan Betabuilders U.S. Equity ETF (BBUS)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Recent Performance
The fund has delivered solid gains so far this year and over the past three months, showing positive momentum for investors.
Low Expense Ratio
The ETF charges a very low fee, which helps investors keep more of their returns over time.
Large, Diversified U.S. Equity Portfolio
With sizable assets and exposure across many major U.S. sectors, the fund spreads risk across a broad slice of the U.S. stock market.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
High Dependence on a Few Mega-Cap Stocks
Top positions like Apple, Nvidia, and Microsoft make up a significant share of the fund, increasing the impact if any of these companies struggle.
Limited International Diversification
Almost all of the fund’s holdings are in U.S. companies, offering little exposure to markets outside the United States.
BBUS vs. SPDR S&P 500 ETF (SPY)
AUM9.22B
RegionNorth America
Expense Ratio0.02%
Beta1.00
IssuerJPMorgan
Inception DateMar 12, 2019
Dividend Yield0.99%
Asset ClassEquity
Index TrackedMorningstar US Target Market Exposure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume204,037
30 Day Avg. Volume223,223
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
165.37Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering466
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBUS Summary
BBUS is the JP Morgan Betabuilders U.S. Equity ETF, designed to track the Morningstar US Target Market Exposure Index, which represents almost the entire U.S. stock market. It holds a wide mix of large, mid, and small companies across many sectors, with big positions in well-known names like Apple and Microsoft. Someone might invest in BBUS to get instant diversification and long-term growth potential from the overall U.S. market in a single investment. A key risk is that it can rise or fall with the broader stock market, especially since it has a large tilt toward technology companies.
How much will it cost me?The JP Morgan Betabuilders U.S. Equity ETF (BBUS) has an expense ratio of 0.02%, which means you’ll pay $0.20 per year for every $1,000 invested. This is much lower than average because it’s a passively managed fund that tracks an index, keeping costs down.
What would affect this ETF?The JP Morgan Betabuilders U.S. Equity ETF (BBUS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, potentially impacting growth stocks, or if broader economic conditions weaken, affecting consumer spending and financial markets. Regulatory changes targeting major tech firms or shifts in sector trends could also influence its future performance.
BBUS Top 10 Holdings
BBUS is riding on the shoulders of Big Tech, with Apple and Nvidia doing most of the heavy lifting thanks to their rising momentum and central roles in the AI and consumer tech story. Microsoft and Amazon, while still giants, have been more mixed lately, occasionally losing steam and tempering the fund’s overall pace. Alphabet and Broadcom add to a clear tilt toward U.S. technology and AI infrastructure, while Eli Lilly provides a steady health care counterweight. With all major holdings rooted in U.S. markets, this ETF is firmly a bet on American corporate leadership.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.87% | $728.87M | $5.45T | 23.62% | 76 Outperform | |
| Apple | 6.69% | $619.92M | $4.46T | 32.35% | 79 Outperform | |
| Microsoft | 5.49% | $508.23M | $3.68T | -7.11% | 79 Outperform | |
| Amazon | 3.84% | $356.05M | $2.83T | 12.88% | 71 Outperform | |
| Alphabet Class A | 3.02% | $279.63M | $4.22T | 69.04% | 85 Outperform | |
| Broadcom | 2.73% | $252.55M | $1.87T | 28.34% | 76 Outperform | |
| Alphabet Class C | 2.41% | $223.55M | $4.22T | 67.14% | 82 Outperform | |
| Meta Platforms | 1.92% | $178.23M | $1.50T | -25.85% | 76 Outperform | |
| Micron | 1.63% | $150.92M | $1.10T | 718.90% | 79 Outperform | |
| JPMorgan Chase | 1.46% | $135.06M | $964.50B | 23.82% | 72 Outperform |
BBUS Technical Analysis
Positive
―
Price Trends
135.03
Positive
131.49
Positive
126.91
Positive
Market Momentum
1.57
Negative
62.82
Neutral
75.08
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 136.63, equal to the 50-day MA of 135.03, and equal to the 200-day MA of 126.91, indicating a bullish trend. The MACD of 1.57 indicates Negative momentum. The RSI at 62.82 is Neutral, neither overbought nor oversold. The STOCH value of 75.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBUS.
BBUS Peer Comparison
Comparison Results
Performance Comparison
BBUS
JP Morgan Betabuilders U.S. Equity ETF
138.50
23.98
20.94%
DSI
iShares MSCI KLD 400 Social ETF
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AKRE
Akre Focus ETF
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QLTY
GMO U.S. Quality ETF
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VTHR
Vanguard Russell 3000 ETF
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USPX
Franklin LibertyQ Global Equity ETF
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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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