JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
BBMC - ETF AI Analysis
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JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)
BBMC, the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF, has a solid overall rating, supported by strong holdings like Okta and Williams-Sonoma, which bring financial stability, positive earnings sentiment, and promising AI-driven growth initiatives to the portfolio. At the same time, weaker names such as Moderna and Revolution Medicines, both facing revenue declines, ongoing losses, and valuation concerns, weigh on the fund’s rating. The main risk factor is exposure to several mid-cap companies with profitability and valuation challenges, which can add volatility even as the stronger holdings help balance the picture.
BBMC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.07B
- Region
- North America
- Expense Ratio
- 0.07%
- Beta
- 0.92
- Issuer
- JPMorgan
- Inception Date
- Apr 14, 2020
- Dividend Yield
- 1.12%
- Asset Class
- Equity
- Index Tracked
- Morningstar US Mid Cap Target Market Exposure Extended
BBMC Summary
BBMC is the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF, which follows the Morningstar US Mid Cap Target Market Exposure Extended Index. It invests in medium‑sized U.S. companies across many industries, including industrials, health care, technology, and consumer brands. Well-known holdings include Moderna and Atlassian. Investors might consider BBMC to add diversification and growth potential, since mid-sized companies can be more established than small firms but still have room to grow. A key risk is that the value of the ETF can go up and down with the stock market, especially changes affecting mid‑cap companies.
How much will it cost me?
This ETF has an expense ratio of 0.07%, which means you’ll pay about $0.70 per year for every $1,000 invested. That’s lower than average because it’s a passively managed fund that aims to track a mid-cap index rather than pay for frequent trading or stock-picking.
What would affect this ETF?
Because BBMC focuses on U.S. mid-cap stocks across sectors like industrials, health care, technology, and consumer cyclical, it can benefit if the U.S. economy grows steadily, business spending rises, and innovation in areas like software and biotech continues, helping companies such as Moderna, Atlassian, and Okta. On the negative side, higher interest rates, an economic slowdown that hurts mid-sized businesses, or tighter health care and technology regulations could weigh on these holdings and increase volatility for the ETF.
BBMC Top 10 Holdings
BBMC is leaning heavily into U.S. mid-cap growth stories, with health care and tech doing much of the heavy lifting. Moderna and Natera have been rising, giving the fund a boost as investors warm back up to innovative biotech. Okta and Atlassian add a steady software backbone, helping performance with solid, if sometimes pricey, growth. On the flip side, Revolution Medicines and Qnity Electronics have been more mixed, occasionally dragging on returns. Overall, it’s a U.S.-only play on mid-cap innovation, with a clear tilt toward health care and technology.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MRNA | Moderna | 1.92% | $39.86M | $101.49B | 841.65% | 59Neutral |
 NTRA | Natera | 0.92% | $19.11M | $45.24B | 54.71% | 73Outperform |
 RVMD | Revolution Medicines | 0.84% | $17.50M | $41.76B | 181.99% | 52Neutral |
 WSM | Williams-Sonoma | 0.67% | $13.80M | $30.81B | 36.87% | 75Outperform |
 TEAM | Atlassian | 0.51% | $10.55M | $37.43B | -3.24% | 66Neutral |
 OKTA | Okta | 0.65% | $13.45M | $31.18B | 112.96% | 75Outperform |
 TPR | Tapestry | 0.59% | $12.23M | $26.65B | 30.67% | 69Neutral |
 CASY | Casey's General | 0.56% | $11.58M | $25.82B | 32.37% | 68Neutral |
 USFD | US Foods Holding | 0.52% | $10.80M | $23.58B | 52.13% | 74Outperform |
BBMC Technical Analysis
Price Trends
Market Momentum
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 125.38 is above the 20-day moving average (MA) of 122.94, above the 50-day MA of 122.84, and above the 200-day MA of 119.89, indicating a bullish trend. The MACD of 0.43 indicates Negative momentum. The RSI at 57.01 is Neutral, neither overbought nor oversold. The STOCH value of 88.62 is Negative, 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 |
|---|---|---|---|---|---|
| BBMC | $125.38 | $131.00(4.48% Upside) | $2.07B | 0.07% | 68Neutral |
 FMDE | $42.24 | $48.76(15.45% Upside) | $8.83B | 0.23% | 69Neutral |
 XMMO | $138.12 | $182.81(32.36% Upside) | $6.36B | 0.34% | 71Outperform |
 JHMM | $74.76 | $87.85(17.50% Upside) | $6.18B | 0.41% | 70Neutral |
 XMHQ | $121.19 | $138.58(14.35% Upside) | $5.83B | 0.25% | 74Outperform |
 DON | $58.54 | $64.86(10.80% Upside) | $4.06B | 0.38% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 125.38 | 23.39 | 22.94% | |
| FMDE | Fidelity Enhanced Mid Cap ETF | 42.24 | 7.07 | 20.11% | |
| XMMO | Invesco S&P MidCap Momentum ETF | 138.12 | 5.16 | 3.88% | |
| JHMM | John Hancock Multifactor Mid Cap ETF | 74.76 | 11.36 | 17.91% | |
| XMHQ | Invesco S&P MidCap Quality ETF | 121.19 | 20.75 | 20.66% | |
| DON | WisdomTree U.S. MidCap Dividend Fund | 58.54 | 8.76 | 17.60% |
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.