Jpmorgan Betabuilders Small Etf Profile
| BBSC Etf | USD 74.19 0.69 0.92% |
Performance11 of 100
| Odds Of DistressLess than 9
|
JPMorgan BetaBuilders is trading at 74.19 as of the 27th of November 2024, a 0.92 percent decrease since the beginning of the trading day. The etf's open price was 74.88. JPMorgan BetaBuilders has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for JPMorgan BetaBuilders Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in securities included in the index and at least 80 percent of its assets in the securities of small-capitalization companies. Jpmorgan Betabuilders is traded on NYSEARCA Exchange in the United States. More on JPMorgan BetaBuilders Small
Moving together with JPMorgan Etf
| 0.99 | VB | Vanguard Small Cap | PairCorr |
| 0.99 | IJR | iShares Core SP | PairCorr |
| 1.0 | IWM | iShares Russell 2000 Aggressive Push | PairCorr |
| 1.0 | VRTIX | Vanguard Russell 2000 | PairCorr |
| 1.0 | VTWO | Vanguard Russell 2000 | PairCorr |
| 1.0 | FNDA | Schwab Fundamental Small | PairCorr |
Moving against JPMorgan Etf
JPMorgan Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Small Cap ETFs, Size And Style ETFs, Small Blend, JPMorgan (View all Sectors) |
| Issuer | JPMorgan |
| Inception Date | 2020-11-16 |
| Benchmark | Morningstar US Small Cap Target Market Exposure Extended Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 558.2 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | J.P. Morgan Investment Management Inc. |
| Advisor | J.P. Morgan Investment Management Inc. |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | JPMorgan Distribution Services, Inc. |
| Portfolio Manager | Oliver Furby, Nicholas D'Eramo, Michael Loeffler, Alex Hamilton |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 796 |
| Market Maker | Flow Traders |
| Total Expense | 0.09 |
| Management Fee | 0.09 |
| Country Name | USA |
| Returns Y T D | 22.83 |
| Name | JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
| Currency Code | USD |
| Open Figi | BBG00X0VP3B2 |
| In Threey Volatility | 23.48 |
| 1y Volatility | 21.71 |
| 200 Day M A | 63.6644 |
| 50 Day M A | 68.3953 |
| Code | BBSC |
| Updated At | 26th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.02) |
JPMorgan BetaBuilders Small [BBSC] is traded in USA and was established 2020-11-16. The fund is listed under Small Blend category and is part of JPMorgan family. The entity is thematically classified as Small Cap ETFs. JPMorgan BetaBuilders currently have 438.49 M in assets under management (AUM). , while the total return for the last 3 years was 4.5%.
Check JPMorgan BetaBuilders Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on JPMorgan Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JPMorgan Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as JPMorgan BetaBuilders Small Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
JPMorgan BetaBuilders Currency Exposure
JPMorgan BetaBuilders Small holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of JPMorgan BetaBuilders will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in JPMorgan BetaBuilders Small.
Top JPMorgan BetaBuilders Small Etf Constituents
| NVAX | Novavax | Stock | Health Care | |
| VRNS | Varonis Systems | Stock | Information Technology | |
| TW | Tradeweb Markets | Stock | Financials | |
| TGNA | Tegna Inc | Stock | Communication Services | |
| SWN | Southwestern Energy | Stock | Energy | |
| SSD | Simpson Manufacturing | Stock | Industrials | |
| SOFI | SoFi Technologies | Stock | Financials | |
| ROG | Rogers | Stock | Information Technology |
JPMorgan BetaBuilders Top Holders
| JPBRX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2035 | |
| JTBBX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2055 | |
| JNTEX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2040 | |
| JUTUX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2030 | |
| JPTLX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2035 | |
| JNTLX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2045 | |
| JATQX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2060+ | |
| JACSX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2060+ |
JPMorgan BetaBuilders Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in JPMorgan BetaBuilders. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1104 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | 0.0533 |
JPMorgan BetaBuilders Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in JPMorgan BetaBuilders Small. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of JPMorgan BetaBuilders is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan BetaBuilders' value that differs from its market value or its book value, called intrinsic value, which is JPMorgan BetaBuilders' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan BetaBuilders' market value can be influenced by many factors that don't directly affect JPMorgan BetaBuilders' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan BetaBuilders' value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan BetaBuilders is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan BetaBuilders' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.