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BBMC
+5.29 · +4.92%
$112.85 · NYSE ARCA

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) ETF Analysis | Mid-Cap Blend

JPMorgan · USA
AUM:$2.0B
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 32.7% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.07% — among the lowest available for this category.

What is BBMC?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BBMC delivered 32.7% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.07% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 10.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$2.0B
Expense Ratio0.07%
Dividend Yield1.25%
Holdings49
Inception DateApr 2020
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta1.23
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.2%
1Y
+22.9%
3Y
+65.4%
5Y
+47.7%
OpenBook InsightIf you had invested £10,000 in BBMC 5 years ago, it would have grown to £14,772 — a gain of £4,772.

Annual Returns

Calendar year performance

BBMC delivered positive returns in 4 of the last 5 calendar years.
YearBBMC
2026 YTD+17.4%
2025+12.4%
2024+15.9%
2023+19.1%
2022-20.1%
CAGR 4yr+5.5%
4/5 positive yearsAvg return: +9.0%Worst year: -20.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.3%
Low
Momentum
+2.5%
30-day change
Support Level
125.60
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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