Key stats
About JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Home page
Inception date
Apr 14, 2020
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
JPMorgan Investment Management, Inc.
Distributor
JPMorgan Distribution Services, Inc.
ISIN
US46641Q3406
BBMC is passively managed to track an index that targets mid-cap companies in the US equity market across various sectors. The index primarily considers stocks that fall between the 85th and 95th percentiles in market-cap of the US investible universe, although, large- and small-cap stocks may be included as well. The equity securities can include common stock, preferred stock, and REITs. As a part of the BetaBuilders suite, BBMC provides plain-vanilla exposure to mid-cap equities and can be used as a core holding or as a complement to BBUS and BBSC which covers the total market and small-cap segments of the US equity market respectively. The fund may invest up to 20% in futures to more closely track the index. The index is rebalanced quarterly.
Related funds
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
BBMC trades at 105.12 USD today, its price has fallen −1.49% in the past 24 hours. Track more dynamics on BBMC price chart.
BBMC net asset value is 104.43 today — it's fallen 0.08% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
BBMC assets under management is 1.97 B USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
BBMC price has fallen by −0.90% over the last month, and its yearly performance shows a 12.02% increase. See more dynamics on BBMC price chart.
NAV returns, another gauge of an ETF dynamics, have risen by −0.08% over the last month, have fallen by −0.08% over the last month, showed a 6.09% increase in three-month performance and has increased by 12.17% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by −0.08% over the last month, have fallen by −0.08% over the last month, showed a 6.09% increase in three-month performance and has increased by 12.17% in a year.
BBMC fund flows account for −38.83 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
BBMC invests in stocks. See more details in our Analysis section.
BBMC expense ratio is 0.07%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, BBMC isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, BBMC technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating BBMC shows the buy signal. See more of BBMC technicals for a more comprehensive analysis.
Today, BBMC technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating BBMC shows the buy signal. See more of BBMC technicals for a more comprehensive analysis.
Yes, BBMC pays dividends to its holders with the dividend yield of 1.30%.
BBMC trades at a premium (0.00%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
BBMC shares are issued by JPMorgan Chase & Co.
BBMC follows the Morningstar US Mid Cap Target Market Exposure Extended. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Apr 14, 2020.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.