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BBUS - AI Analysis
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JP Morgan Betabuilders U.S. Equity ETF (BBUS)
Rating:75Outperform
Price Target:
$137.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the fund’s returns.
Low Expense Ratio
The ETF has an exceptionally low expense ratio, making it a cost-effective choice for investors.
Broad Sector Exposure
The fund is diversified across multiple sectors, including technology, financials, and healthcare, reducing the risk of over-reliance on any single industry.
Negative Factors
High Technology Concentration
With over 35% of the portfolio allocated to technology, the fund is heavily exposed to potential volatility in this sector.
Limited Geographic Diversification
The ETF is overwhelmingly focused on U.S. companies, offering minimal exposure to international markets.
Underperforming Holdings
Some top holdings, such as Amazon and Apple, have shown weaker year-to-date performance compared to others in the portfolio.
BBUS vs. SPDR S&P 500 ETF (SPY)
AUM6.21B
RegionNorth America
Expense Ratio0.02%
Beta1.00
IssuerJPMorgan
Inception DateMar 12, 2019
Dividend Yield1.08%
Asset ClassEquity
Index TrackedMorningstar US Target Market Exposure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume205,759
30 Day Avg. Volume208,289
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
138.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering522
BBUS Summary
The JP Morgan Betabuilders U.S. Equity ETF (BBUS) is designed to track the performance of the entire U.S. stock market, including large, mid, and small companies. It holds shares in well-known companies like Microsoft and Nvidia, along with many others across various industries such as technology, healthcare, and finance. This ETF is a great choice for investors looking to diversify their portfolio and benefit from the overall growth of the U.S. economy through a single investment. However, since it mirrors the U.S. market, its value can go up and down with market fluctuations, making it sensitive to economic changes.
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
The JP Morgan Betabuilders U.S. Equity ETF (BBUS) leans heavily on the tech sector, with giants like Nvidia and Microsoft driving its performance thanks to their strong positioning in AI and cloud services. Apple has been steady, but its slower year-to-date growth tempers enthusiasm. Amazon and Meta are lagging, with mixed results and challenges in margins and expenses holding them back. While the fund captures a broad slice of the U.S. market, its tech-heavy concentration means its fortunes are closely tied to the sector’s ups and downs.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.32% | $441.29M | $5.03T | 42.32% | 85 Outperform | |
| Microsoft | 6.61% | $398.81M | $4.03T | 25.20% | 83 Outperform | |
| Apple | 6.58% | $397.01M | $4.00T | 15.12% | 78 Outperform | |
| Amazon | 3.68% | $221.97M | $2.46T | 20.13% | 77 Outperform | |
| Meta Platforms | 2.72% | $164.19M | $1.89T | 27.01% | 82 Outperform | |
| Broadcom | 2.71% | $163.69M | $1.82T | 118.51% | 79 Outperform | |
| Alphabet Class A | 2.51% | $151.70M | $3.32T | 57.63% | 82 Outperform | |
| Alphabet Class C | 2.19% | $132.32M | $3.32T | 52.40% | 83 Outperform | |
| Tesla | 2.15% | $129.81M | $1.53T | 77.46% | 73 Outperform | |
| Berkshire Hathaway B | 1.54% | $92.91M | $1.03T | 4.57% | 69 Neutral |
BBUS Technical Analysis
Positive
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Price Trends
119.52
Positive
115.97
Positive
109.66
Positive
Market Momentum
1.18
Negative
68.84
Neutral
95.28
Negative
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 121.49, equal to the 50-day MA of 119.52, and equal to the 200-day MA of 109.66, indicating a bullish trend. The MACD of 1.18 indicates Negative momentum. The RSI at 68.84 is Neutral, neither overbought nor oversold. The STOCH value of 95.28 is Negative, 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
124.49
21.01
20.30%
DFAU
Dimensional US Core Equity Market ETF
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PBUS
Invesco PureBeta MSCI USA ETF
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ONEQ
Fidelity Nasdaq Composite Index ETF
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CGUS
Capital Group Core Equity 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.
Disclaimer
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.Date of analysis: ―
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