Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/13/2025: JAGG (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 6.73% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/13/2025 |
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 performance of the Bloomberg U.S. Aggregate Bond Index, providing exposure to a broad range of U.S. investment-grade bonds. It aims to replicate the index's risk and return characteristics, offering a diversified fixed-income portfolio.
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 professionals managing various fixed-income funds, ensuring the ETF benefits from their expertise.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Bloomberg U.S. Aggregate Bond Index.
Investment Approach and Strategy
Strategy: BBAG employs a passive management strategy, seeking to replicate the Bloomberg U.S. Aggregate Bond Index.
Composition The ETF primarily holds U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: BBAG holds a moderate market share within the U.S. aggregate bond ETF category.
Total Net Assets (AUM): 2900000000
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 highly competitive, dominated by a few large players. BBAG offers a competitive expense ratio and the backing of a large financial institution, while its competitors like AGG and BND have larger AUM and trading volume. BBAG's smaller size may result in lower liquidity compared to larger competitors, but it still provides similar exposure to the U.S. investment-grade bond market.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial websites but is omitted here due to the requirement for the output to be only JSON.
Benchmark Comparison: BBAG's performance should closely track the Bloomberg U.S. Aggregate Bond Index. Deviations may occur due to tracking error and expense ratio.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
BBAG exhibits moderate liquidity with an average daily trading volume of approximately 400,000 shares.
Bid-Ask Spread
The bid-ask spread for BBAG is typically tight, generally around $0.01 or $0.02, indicating good liquidity.
Market Dynamics
Market Environment Factors
BBAG's performance is influenced by factors such as interest rate movements, inflation expectations, and overall economic growth. Rising interest rates generally negatively impact bond prices, while falling rates can lead to price appreciation.
Growth Trajectory
BBAG's growth is tied to investor demand for fixed-income exposure. Changes in market sentiment and economic outlook can affect inflows and outflows.
Moat and Competitive Advantages
Competitive Edge
BBAG benefits from JPMorgan's strong brand and distribution network. Its low expense ratio provides a cost advantage over some competitors. The ETF's passive strategy allows for broad market exposure and reduces active management risk. BBAG offers a straightforward and transparent way to access the U.S. investment-grade bond market. However, its relatively smaller AUM limits its competitive advantage compared to the larger funds.
Risk Analysis
Volatility
BBAG's volatility is generally low, reflecting the stability of investment-grade bonds. However, interest rate risk can lead to price fluctuations.
Market Risk
BBAG is subject to market risk, including interest rate risk, credit risk, and inflation risk. Changes in these factors can negatively impact the ETF's value.
Investor Profile
Ideal Investor Profile
BBAG is suitable for investors seeking broad exposure to the U.S. investment-grade bond market. It is often used as a core holding in a diversified portfolio.
Market Risk
BBAG is best suited for long-term investors seeking passive exposure to the bond market. It is less appropriate for active traders seeking short-term gains.
Summary
The JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) offers a low-cost and efficient way to access the broad U.S. investment-grade bond market. It tracks the Bloomberg U.S. Aggregate Bond Index, providing diversified fixed-income exposure. The ETF is suitable for long-term investors seeking a core bond holding. Its low expense ratio and backing of JPMorgan are advantages. However, its relatively smaller AUM might present slightly lower liquidity when compared to bigger market players.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.