AMG vs. JPM
Compare and contrast key facts about Affiliated Managers Group, Inc. (AMG) and JPMorgan Chase & Co. (JPM).
Performance
AMG vs. JPM - Performance Comparison
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AMG vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | -4.01% | 55.93% | 22.15% | -4.40% | -3.67% | 61.80% | 20.53% | -11.79% | -52.15% | 41.93% |
JPM JPMorgan Chase & Co. | -8.30% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Fundamentals
AMG:
$8.72B
JPM:
$821.79B
AMG:
$22.21
JPM:
$20.42
AMG:
12.46
JPM:
14.41
AMG:
0.41
JPM:
1.59
AMG:
3.85
JPM:
3.20
AMG:
2.69
JPM:
2.40
AMG:
$2.32B
JPM:
$256.52B
AMG:
$1.44B
JPM:
$168.20B
AMG:
$1.49B
JPM:
$78.84B
Returns By Period
In the year-to-date period, AMG achieves a -4.01% return, which is significantly higher than JPM's -8.30% return. Over the past 10 years, AMG has underperformed JPM with an annualized return of 5.72%, while JPM has yielded a comparatively higher 20.45% annualized return.
AMG
- 1D
- 2.53%
- 1M
- -9.63%
- YTD
- -4.01%
- 6M
- 16.06%
- 1Y
- 64.70%
- 3Y*
- 24.81%
- 5Y*
- 12.71%
- 10Y*
- 5.72%
JPM
- 1D
- 3.66%
- 1M
- -2.04%
- YTD
- -8.30%
- 6M
- -5.87%
- 1Y
- 22.38%
- 3Y*
- 34.32%
- 5Y*
- 16.79%
- 10Y*
- 20.45%
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Return for Risk
AMG vs. JPM — Risk / Return Rank
AMG
JPM
AMG vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) and JPMorgan Chase & Co. (JPM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AMG | JPM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | 0.89 | +1.06 |
Sortino ratioReturn per unit of downside risk | 2.52 | 1.28 | +1.24 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.18 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 3.51 | 1.53 | +1.98 |
Martin ratioReturn relative to average drawdown | 11.26 | 4.16 | +7.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMG | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 0.89 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.69 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.75 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.34 | -0.09 |
Correlation
The correlation between AMG and JPM is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AMG vs. JPM - Dividend Comparison
AMG's dividend yield for the trailing twelve months is around 0.01%, less than JPM's 1.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | 0.01% | 0.01% | 0.02% | 0.03% | 0.03% | 0.02% | 0.34% | 1.51% | 1.23% | 0.39% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 1.97% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Drawdowns
AMG vs. JPM - Drawdown Comparison
The maximum AMG drawdown since its inception was -85.92%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for AMG and JPM.
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Drawdown Indicators
| AMG | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.92% | -76.16% | -9.76% |
Max Drawdown (1Y)Largest decline over 1 year | -18.67% | -15.47% | -3.20% |
Max Drawdown (5Y)Largest decline over 5 years | -41.22% | -38.77% | -2.45% |
Max Drawdown (10Y)Largest decline over 10 years | -78.52% | -43.63% | -34.89% |
Current DrawdownCurrent decline from peak | -16.34% | -12.09% | -4.25% |
Average DrawdownAverage peak-to-trough decline | -24.81% | -17.66% | -7.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 5.67% | +0.15% |
Volatility
AMG vs. JPM - Volatility Comparison
Affiliated Managers Group, Inc. (AMG) has a higher volatility of 8.57% compared to JPMorgan Chase & Co. (JPM) at 6.34%. This indicates that AMG's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMG | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.57% | 6.34% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 24.90% | 17.19% | +7.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.35% | 25.25% | +8.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.21% | 24.34% | +7.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.63% | 27.38% | +7.25% |
Financials
AMG vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Affiliated Managers Group, Inc. and JPMorgan Chase & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AMG vs. JPM - Profitability Comparison
AMG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported a gross profit of 667.00M and revenue of 800.40M. Therefore, the gross margin over that period was 83.3%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a gross profit of 41.14B and revenue of 45.80B. Therefore, the gross margin over that period was 89.8%.
AMG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported an operating income of 308.50M and revenue of 800.40M, resulting in an operating margin of 38.5%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported an operating income of 17.16B and revenue of 45.80B, resulting in an operating margin of 37.5%.
AMG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported a net income of 347.60M and revenue of 800.40M, resulting in a net margin of 43.4%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a net income of 13.03B and revenue of 45.80B, resulting in a net margin of 28.4%.