BBMCJPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Seeks investment results that closely correspond to the performance of the Morningstar US Mid Cap Target Market Exposure Extended Index.
By JPMorgan · Launched 2020
Annual Cost
0.07%
#217 of 5,861 · low cost
Fund Size
$2.1B
#739 of 5,861 · large
Return (1Y)Goal
+25.2%
Track Record
6 years
#2,037 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,648+26.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Index tracking
Index tracked
Morningstar US Mid Cap Target Market Exposure Extended Index
What it actually holds
By weightConcentration
Top 10 holdings = 14.4% of fund✓ well diversified
JPMorgan Securities Lending Money Market Fund
4.0%
Sandisk Corp.
3.1%
Ciena Corp.
1.5%
Lumentum Holdings, Inc.
1.3%
Coherent Corp.
1.1%
JPMorgan U.S. Government Money Market Fund
1.0%
Jabil, Inc.
0.7%
Tapestry, Inc.
0.6%
Casey's General Stores, Inc.
0.6%
Qnity Electronics, Inc.
0.6%
Asset allocation
Stocks
98.8%
Cash
1.2%
By sector
Industrials
22.8%
Technology
15.0%
Financial Services
12.9%
Healthcare
12.8%
Consumer Cyclical
11.8%
Real Estate
6.7%
Basic Materials
4.4%
Consumer Defensive
4.0%
Other
9.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.8%Moderate
Year-on-year price swings
Max drawdown
-30.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.71Decent risk-adjusted returns
Sortino (3Y)
1.04Good downside protection
Listing
- Exchange
- NYSE Arca, Cboe BZX
Full fund details
- Objective
- Seeks investment results that closely correspond to the performance of the Morningstar US Mid Cap Target Market Exposure Extended Index.
- Strategy
- Invests at least 80% of its assets in equity securities primarily traded in the United States, targeting mid-cap companies. Uses a passive indexing strategy to replicate the constituent securities of the Underlying Index as closely as possible.
- Inception date
- April 14, 2020
- Fund family
- JPMorgan
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Data updated on 2026-08-04