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JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)
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Upturn Advisory Summary
12/11/2025: 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 16.54% | Avg. Invested days 50 | 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 12/11/2025 |
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 replicate the performance of the Morningstar US Mid Cap Index, providing broad exposure to U.S. mid-sized companies. Its investment strategy focuses on a market-cap-weighted approach, aiming for diversified exposure across various sectors within the mid-cap space.
Reputation and Reliability
JPMorgan is a well-established financial institution with a strong reputation and track record in asset management, providing stability and reliability for its ETF offerings.
Management Expertise
JPMorgan's management team possesses extensive experience and expertise in managing index-tracking ETFs, leveraging their research and resources to efficiently replicate target indices.
Investment Objective
Goal
The primary investment goal of BBMC is to closely track the investment results of the Morningstar US Mid Cap Index.
Investment Approach and Strategy
Strategy: BBMC employs a passive management strategy, aiming to replicate the performance of the Morningstar US Mid Cap Index. It invests in a diversified portfolio of mid-cap stocks, mirroring the index's composition.
Composition The ETF predominantly holds stocks of mid-sized U.S. companies across various sectors, reflecting the composition of the Morningstar US Mid Cap Index.
Market Position
Market Share: BBMC has a moderate market share within the U.S. mid-cap ETF space.
Total Net Assets (AUM): 782450000
Competitors
Key Competitors
- IVOO
- IJH
- VO
- IWR
Competitive Landscape
The mid-cap ETF market is competitive, with several large players. BBMC offers a cost-effective approach from a reputable issuer. BBMC competes with other large players like IVOO, IJH, VO, and IWR, each offering similar exposure but with varying expense ratios and tracking performance.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison data should be retrieved from financial data providers.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
BBMC's average trading volume is moderate, reflecting the demand for mid-cap exposure.
Bid-Ask Spread
BBMC generally has a tight bid-ask spread, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends influence BBMC's performance.
Growth Trajectory
Growth depends on the overall performance of the U.S. mid-cap market, with periodic adjustments to holdings to reflect index changes.
Moat and Competitive Advantages
Competitive Edge
BBMC's competitive advantage lies in its low expense ratio and the established reputation of JPMorgan as an issuer. This combination attracts cost-conscious investors seeking reliable exposure to the U.S. mid-cap market. The ETF benefits from JPMorgan's research and trading capabilities. Additionally, the BetaBuilders lineup focuses on efficient and transparent investment strategies.
Risk Analysis
Volatility
Volatility is comparable to other mid-cap ETFs, reflecting the inherent risk associated with mid-sized companies.
Market Risk
BBMC is subject to market risk, meaning its value can fluctuate based on overall market conditions and investor sentiment toward mid-cap stocks.
Investor Profile
Ideal Investor Profile
BBMC is suited for investors seeking diversified exposure to the U.S. mid-cap equity market at a low cost.
Market Risk
BBMC is suitable for long-term investors and passive index followers seeking broad market exposure.
Summary
The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) offers a cost-effective way to access the U.S. mid-cap equity market. It tracks the Morningstar US Mid Cap Index and is suitable for investors seeking broad market exposure with low expense ratios. It is issued by JPMorgan and benefits from their expertise and resources. However, it faces competition from other similar mid-cap ETFs and is exposed to market risks inherent in equity investments.
Similar ETFs
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change, and past performance is not indicative of future results. Consult with a 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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