JPMorgan BetaBuilders U.S. Mid Cap Equity

1D
1W
1M
3M
YTD
1Y
5Y
ALL

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About BBMC

BBMC tracks an index of US mid-cap equities, selected and weighted by market cap. The listed name for BBMC is JPMorgan BetaBuilders U.S. 

Index-Tracked
Morningstar US Mid Cap TME Ext TR USD
Index-TrackedMorningstar US Mid Cap TME Ext TR USD
Category
Mid-Cap Blend
CategoryMid-Cap Blend
Number of holdings
578
Number of holdings578
Inception Date
Apr 14, 2020
Inception DateApr 14, 2020

What's in this fund

Sectors

As of June 12, 2025
Industrials19.96%
Financial Services16.21%
Consumer Cyclical14.63%
Technology14.51%
Healthcare10.08%
Real Estate6.03%
Energy4.30%
Basic Materials4.29%
Consumer Defensive4.13%
Communication Services2.93%
Utilities2.93%

Top 10 Holdings (6.96% of total assets)

As of June 12, 2025
NameSymbol% Assets
Jpmorgan Us Govt Mmkt Fund Im Shares (Restricted)1.52%
Robinhood MarketsHOOD1.01%
Expand Energy CorpEXE0.61%
EmcorEME0.59%
Interactive BrokersIBKR0.58%
Guidewire SoftwareGWRE0.55%
NateraNTRA0.55%
ToastTOST0.55%
Williams-SonomaWSM0.50%
Jabil Inc.JBL0.50%

BBMC Key Statistics

AUM
1.83B
AUM1.83B
Price-Earnings ratio
23.55
Price-Earnings ratio23.55
30-Day yield
1.38
30-Day yield1.38
Average volume
6.71K
Average volume6.71K
High today
$94.45
High today$94.45
Low today
$94.14
Low today$94.14
Open price
$94.14
Open price$94.14
Volume
1.99K
Volume1.99K
52 Week high
$105.68
52 Week high$105.68
52 Week low
$77.29
52 Week low$77.29
Expense ratio
0.07
Expense ratio0.07

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.