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Upturn AI SWOT - About
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)
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Upturn Advisory Summary
08/14/2025: BBMC (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 10.42% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 77.07 - 104.58 | Updated Date 06/30/2025 |
52 Weeks Range 77.07 - 104.58 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
ETF Overview
Overview
The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) seeks to track the performance of a broad U.S. mid-cap equity market benchmark. It aims to provide investment results that closely correspond to the price and yield performance of the Morningstar US Mid Cap Target Market Exposure Index. The fund invests primarily in a diversified portfolio of mid-capitalization U.S. stocks.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long track record in asset management.
Management Expertise
JPMorgan has a team of experienced portfolio managers and analysts dedicated to managing its ETF products.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance of the Morningstar US Mid Cap Target Market Exposure Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, aiming to replicate the performance of its benchmark index.
Composition The ETF primarily holds a diversified portfolio of mid-capitalization U.S. stocks.
Market Position
Market Share: BBMC's market share is relatively small compared to the largest players in the mid-cap ETF space.
Total Net Assets (AUM): 1036000000
Competitors
Key Competitors
- IVOO
- IJH
- IWR
Competitive Landscape
The mid-cap ETF market is competitive, with several large players dominating the landscape. BBMC faces competition from larger, more established ETFs with higher AUM. BBMC's advantage lies in its low expense ratio, while its disadvantages include lower liquidity and smaller AUM compared to competitors.
Financial Performance
Historical Performance: Historical performance data (annualized): [3-Year: 9.50, 5-Year: 8.20, 10-Year: N/A].
Benchmark Comparison: The ETF aims to closely track the performance of its benchmark index, Morningstar US Mid Cap Target Market Exposure Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF's average daily trading volume indicates moderate liquidity.
Bid-Ask Spread
The typical bid-ask spread is generally narrow, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific trends can significantly impact the performance of mid-cap stocks and, consequently, the ETF.
Growth Trajectory
The ETF's growth is tied to the performance of the U.S. mid-cap equity market, with potential for growth during periods of economic expansion and increased investor interest in mid-sized companies.
Moat and Competitive Advantages
Competitive Edge
BBMC's competitive edge lies in its low expense ratio, offering investors cost-effective access to the U.S. mid-cap equity market. Its use of the Morningstar index provides a targeted approach to mid-cap exposure. However, it faces stiff competition from larger, more liquid ETFs. JPMorgan's brand recognition provides some advantage. Overall, it's a solid, low-cost option within the mid-cap space, but faces liquidity challenges.
Risk Analysis
Volatility
The ETF's volatility is expected to be similar to that of the U.S. mid-cap equity market, which is typically higher than large-cap stocks.
Market Risk
The ETF is subject to market risk, including the risk of declines in the overall stock market or specific sectors.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking broad exposure to the U.S. mid-cap equity market with a low expense ratio.
Market Risk
The ETF is suitable for long-term investors and passive index followers seeking to diversify their portfolio with mid-cap stocks.
Summary
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) offers investors a cost-effective way to gain exposure to the U.S. mid-cap equity market by passively tracking the Morningstar US Mid Cap Target Market Exposure Index. Its low expense ratio is a key advantage. However, it faces stiff competition from larger ETFs in the mid-cap space. It is suitable for long-term investors seeking diversified mid-cap exposure, recognizing the associated market risks. BBMC is a solid but not dominant player.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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. Mid Cap Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index consists of equity securities primarily traded in the United States and targets those securities that fall between the 85th and 95th percentiles in market capitalization of the free float adjusted investable universe.
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