Industry Distribution:

1. Industry: 22%
2. Healthcare: 18%
3. Information Technology: 15%

TOP 3 Markets:

1. USA: 60%
2. Canada: 15%
3. Germany: 10%

The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (ARCA:BBMC) mainly invests in medium-sized US companies, with a focus on the industrial sector, followed by healthcare and information technology. The USA is the dominant market, which is typical for a US-centered ETF. Canada and Germany are also significant markets contributing to the diversification of the portfolio.

Production: Not applicable

The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (ARCA:BBMC) is an exchange-traded fund (ETF) and does not produce physical products. Instead, this ETF invests in a portfolio of mid-cap stocks listed in the USA. The management and structuring of such financial products are carried out by J.P. Morgan Asset Management, which is part of the larger J.P. Morgan Chase & Co. The focus is on replicating a specific index to provide investors with a diversified investment opportunity.

Current Strategy: Diversification and cost-efficient index replication

Focus on Mid-Cap Stocks: The ETF aims to replicate the performance of the U.S. Mid Cap Equity Market.

J.P. Morgan pursues a strategy with the BetaBuilders U.S. Mid Cap Equity ETF that focuses on diversification and cost-efficient index replication. The fund invests in a broad spectrum of mid-cap stocks to replicate the performance of the underlying index as closely as possible.

Future growth is targeted through increasing the Assets under Management (AUM) by positioning the ETF as a cost-effective alternative to actively managed funds. The strategy also includes expanding distribution channels and increasing visibility among institutional and private investors.

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (ARCA:BBMC) is an exchange-traded fund (ETF) that invests in US mid-cap stocks.

ETFs themselves do not import commodities or materials, as they are financial products that invest in stocks of companies. Therefore, it is not possible to specify particular commodities or materials imported by this ETF.

If you are seeking information about the commodities or materials imported by the companies in the ETF's portfolio, you would need to analyze the individual companies in which the ETF invests. This information can be found in the annual reports of the respective companies.

Competitive Advantage: Moderate to strong (Estimated 2026)

The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (ARCA:BBMC) benefits from several factors that give it a competitive advantage:

1. Brand Strength: J.P. Morgan is an established brand in the financial sector, creating trust among investors and increasing the attractiveness of the ETF.

2. Diversification: The ETF offers broad diversification within the mid-cap segment, reducing risk for investors and making the fund more attractive.

3. Cost Structure: J.P. Morgan ETFs are known for their competitive cost structures, making them attractive compared to other providers.

4. Expertise and Resources: With J.P. Morgan's extensive resources and expertise, the ETF can be effectively managed to achieve the best possible returns for investors.

Overall, the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF offers a solid competitive advantage through its strong brand presence, diversification, and cost-efficient structure.

Institutional Investor Share: approx. 75% (estimate based on comparable ETFs in 2025)

Insider Purchases/Sales: No significant insider transactions reported (2026)

The institutional investor share in ETFs such as the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF is typically high, as these funds are often used by pension funds, insurance companies, and other large institutional investors to obtain diversified exposures in specific market segments.

Insider purchases or sales are generally not relevant for ETFs, as ETFs do not represent individual company shares but rather track a basket of stocks. Therefore, there are no traditional insiders in the sense of company insiders who could buy or sell shares.

Market share of JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC): Estimate: 2.5% (2026)

Top competitors and their market shares:

1. Vanguard Mid-Cap ETF (VO): 8.2%
2. iShares Russell Mid-Cap ETF (IWR): 7.5%
3. SPDR S&P MidCap 400 ETF Trust (MDY): 6.9%
4. Schwab U.S. Mid-Cap ETF (SCHM): 5.1%
5. iShares S&P Mid-Cap 400 ETF (IJH): 4.8%
6. Invesco S&P MidCap Low Volatility ETF (XMLV): 3.4%
7. JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC): 2.5%

Moat Analysis:

The moat of JPMorgan BetaBuilders U.S. Mid Cap Equity ETF is relatively small compared to its larger competitors. The main advantages of BBMC lie in the strong brand of J.P. Morgan and the potential cost efficiency of the ETF. However, the larger ETFs like Vanguard Mid-Cap ETF and iShares Russell Mid-Cap ETF dominate the market due to their broader diversification and lower expense ratios.

Competitors, especially Vanguard and iShares, have deeper moats due to their established market positions, extensive networks, and high fund liquidity. These factors make it more challenging for smaller ETFs like BBMC to gain significant market share.

Overall, while BBMC has some advantages, the larger competitors are in a stronger position to maintain and expand market share in the long run.

Assets under Management: $1.2 billion (2025) Annual Expense Ratio: 0.07% (2025) 5-Year Performance: 8.5% p.a. (2021-2025)

The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (ARCA:BBMC) is a cost-effective ETF with a very low annual expense ratio of 0.07%, making it an attractive option for long-term investors who are cost-conscious.

Over the past five years, the ETF has delivered an average annual return of 8.5%, indicating a solid performance. The focus on Mid Cap stocks also provides a balanced mix of growth and stability potential, as these companies often grow faster than Large Caps but are less volatile than Small Caps.

For investors interested in diversifying their portfolio and benefiting from the growth dynamics of Mid Cap companies, this ETF could be a good investment. However, it is important to consider your own risk tolerance and investment objectives.

Dividend Yield: 1.8% (estimated for 2026)

J.P. Morgan BetaBuilders U.S. Mid Cap Equity ETF (ARCA:BBMC) typically pays a dividend composed of the earnings from the mid-cap stocks held in the fund. The dividend yield is estimated to be 1.8% for the year 2026, based on historical payouts and overall market performance.

The reliability of the payout depends on the performance of the companies included in the ETF. Mid-cap stocks can be volatile, which can affect dividend stability. Nevertheless, the fund has regularly distributed dividends in the past, indicating a certain level of reliability.