BBMC - ETF AI Analysis
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JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)
Rating:67Neutral
Price Target:―
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)
AUM2.02B
RegionNorth America
Expense Ratio0.07%
Beta0.97
IssuerJPMorgan
Inception DateApr 14, 2020
Dividend Yield1.15%
Asset ClassEquity
Index TrackedMorningstar US Mid Cap Target Market Exposure Extended
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,072
30 Day Avg. Volume13,737
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
152.92Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering459
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 breadth, with no single stock calling the shots but a few clear leaders setting the tone. In health care, Moderna and Natera have been rising, giving the fund a lift despite their still-bumpy fundamentals, while Revolution Medicines has been more mixed and occasionally tugs on returns. On the cyclical side, ATI and TechnipFMC are steady climbers, helped by strength in aerospace and energy. Williams-Sonoma and Casey’s look more subdued, hinting that consumer-facing names aren’t the main engine here.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Moderna | 1.53% | $30.86M | $77.78B | 712.09% | 59 Neutral | |
| Natera | 1.23% | $24.97M | $58.92B | 153.15% | 73 Outperform | |
| Revolution Medicines | 0.89% | $18.06M | $42.84B | 366.69% | 52 Neutral | |
| Okta | 0.77% | $15.53M | $36.12B | 114.12% | 75 Outperform | |
| Atlassian | 0.67% | $13.64M | $48.76B | 12.66% | 66 Neutral | |
| Williams-Sonoma | 0.59% | $12.03M | $26.93B | 15.17% | 75 Outperform | |
| TechnipFMC | 0.59% | $11.94M | $27.82B | 75.85% | 80 Outperform | |
| nVent Electric | 0.58% | $11.71M | $26.36B | 69.49% | 76 Outperform | |
| Qnity Electronics, Inc. | 0.57% | $11.43M | $25.59B | ― | ― | |
| ATI | 0.55% | $11.19M | $25.36B | 123.98% | 78 Outperform |
BBMC Technical Analysis
Negative
―
Price Trends
125.40
Negative
123.99
Negative
117.73
Positive
Market Momentum
-1.08
Positive
40.78
Neutral
32.00
Neutral
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 123.86, equal to the 50-day MA of 125.40, and equal to the 200-day MA of 117.73, indicating a neutral trend. The MACD of -1.08 indicates Positive momentum. The RSI at 40.78 is Neutral, neither overbought nor oversold. The STOCH value of 32.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BBMC.
BBMC Peer Comparison
Comparison Results
Performance Comparison
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
122.40
19.68
19.16%
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
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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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