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Upturn AI SWOT - About
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)
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Upturn Advisory Summary
01/30/2025: 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.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 6.12% | Avg. Invested days 40 | 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 01/30/2025 |
Key Highlights
Volume (30-day avg) 48035 | Beta 1.15 | 52 Weeks Range 83.01 - 104.88 | Updated Date 04/2/2025 |
52 Weeks Range 83.01 - 104.88 | Updated Date 04/2/2025 |
Upturn AI SWOT
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
ETF Overview
Overview
The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) aims to replicate the performance of a broad, market-cap-weighted index of U.S. mid-cap stocks. The ETF focuses on providing exposure to the mid-sized segment of the U.S. equity market using a passive investment strategy.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
JPMorgan has extensive experience and expertise in managing a wide range of investment products, including ETFs.
Investment Objective
Goal
The primary investment goal is to provide investment results that closely correspond to the performance of the Morningstar US Mid Cap Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the Morningstar US Mid Cap Index by investing in its constituent stocks in proportion to their index weights.
Composition The ETF holds a diversified portfolio of mid-cap U.S. stocks.
Market Position
Market Share: BBMC's market share in the U.S. mid-cap equity ETF sector is moderate.
Total Net Assets (AUM): 1600000000
Competitors
Key Competitors
- IVOO
- IJH
- VO
- IWR
Competitive Landscape
The mid-cap ETF market is highly competitive, with several large players offering similar products. BBMC competes on expense ratio and tracking efficiency. BBMC offers a low expense ratio, which is advantageous. However, larger competitors may have greater trading volume and tighter bid-ask spreads.
Financial Performance
Historical Performance: Historical performance data should be sourced from reliable financial data providers (e.g., Morningstar, Bloomberg).
Benchmark Comparison: BBMC's performance closely tracks its benchmark, the Morningstar US Mid Cap Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, offering adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and sector-specific trends can all influence the performance of BBMC.
Growth Trajectory
Growth is tied to mid-cap equity performance, with changes reflecting shifts in economic outlook and investor sentiment.
Moat and Competitive Advantages
Competitive Edge
BBMC's competitive advantage lies in its low expense ratio and the backing of a reputable firm like JPMorgan. The ETF aims to provide efficient and low-cost access to the U.S. mid-cap market. Its broad diversification reduces idiosyncratic risk, making it suitable for investors seeking market-like returns. Its passive management style keeps costs down, further enhancing its appeal to cost-conscious investors.
Risk Analysis
Volatility
BBMC's volatility is typical of mid-cap equity ETFs, reflecting the inherent risk of investing in mid-sized companies.
Market Risk
The ETF is subject to market risk, which can cause fluctuations in the value of its underlying assets.
Investor Profile
Ideal Investor Profile
The ideal investor for BBMC is one seeking broad exposure to the U.S. mid-cap equity market with a low-cost investment vehicle.
Market Risk
BBMC is best suited for long-term investors and passive index followers.
Summary
The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) provides low-cost access to the U.S. mid-cap equity market. With a passively managed approach and a low expense ratio, it aims to replicate the performance of the Morningstar US Mid Cap Index. While it faces stiff competition from larger ETFs, its cost-effectiveness makes it an attractive option for long-term investors seeking diversified exposure. Investors should consider its risk profile and investment objective before investing.
Similar Companies
- IVOO
- IJH
- VO
- IWR
- SCHM
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Morningstar
- Bloomberg
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. Investment involves risk, including the possible loss of principal.
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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