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Upturn AI SWOT - About
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG)
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Upturn Advisory Summary
10/24/2025: BBAG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.38% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 43.30 - 46.33 | Updated Date 06/30/2025 |
52 Weeks Range 43.30 - 46.33 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
ETF Overview
Overview
The JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) seeks to track the investment results of the Bloomberg U.S. Aggregate Bond Index, providing exposure to a broad range of U.S. investment-grade bonds. It focuses on mimicking the index's performance through a passive investment strategy, offering diversification across the U.S. bond market.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
JPMorgan has a team of experienced professionals managing a wide range of ETFs and other investment products.
Investment Objective
Goal
The primary goal of BBAG is to closely track the performance of the Bloomberg U.S. Aggregate Bond Index.
Investment Approach and Strategy
Strategy: BBAG employs a passive management strategy, aiming to replicate the composition and performance of the Bloomberg U.S. Aggregate Bond Index.
Composition The ETF holds a diversified portfolio of U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: BBAG's market share is moderate compared to larger, more established aggregate bond ETFs.
Total Net Assets (AUM): 2575000000
Competitors
Key Competitors
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
Competitive Landscape
The U.S. aggregate bond ETF market is dominated by a few large players like iShares and Vanguard. BBAG competes by offering a low expense ratio and the backing of a major financial institution, JPMorgan. Its disadvantage lies in its smaller AUM and brand recognition compared to the leading competitors.
Financial Performance
Historical Performance: Historical performance data should be reviewed to assess returns over various periods.
Benchmark Comparison: BBAG's performance is expected to closely track the Bloomberg U.S. Aggregate Bond Index due to its passive management strategy.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The average trading volume for BBAG indicates reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's underlying liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth significantly impact BBAG's performance.
Growth Trajectory
BBAG's growth is tied to the overall demand for U.S. aggregate bond exposure and JPMorgan's ability to attract investors.
Moat and Competitive Advantages
Competitive Edge
BBAG's competitive edge lies in its low expense ratio and the established brand name of JPMorgan. It offers investors a cost-effective way to gain exposure to the broad U.S. investment-grade bond market. While it lacks the AUM and trading volume of larger competitors, its backing by JPMorgan provides a level of trust and stability. This combination makes it an attractive option for cost-conscious investors seeking broad bond market exposure.
Risk Analysis
Volatility
BBAG's volatility is generally low, reflecting the stability of the investment-grade bond market.
Market Risk
Market risk includes interest rate risk (the risk that bond prices will decline as interest rates rise) and credit risk (the risk that bond issuers will default).
Investor Profile
Ideal Investor Profile
BBAG is suitable for investors seeking broad exposure to the U.S. investment-grade bond market with a low-cost, passive approach.
Market Risk
BBAG is best for long-term investors seeking a stable, income-generating asset allocation within a diversified portfolio.
Summary
The JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) offers a cost-effective and diversified way to invest in the U.S. investment-grade bond market. With a low expense ratio and the backing of JPMorgan, it provides stable returns and lower volatility. It closely tracks the Bloomberg U.S. Aggregate Bond Index and presents interest rate and credit risks like any bond ETF. While not a market leader in AUM, BBAG is ideal for long-term investors looking for core bond exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan BetaBuilders U.S. Aggregate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. The fund will invest at least 80% of its assets in securities included in the underlying index.
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