AMP vs. JPM
AMP (Ameriprise Financial, Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — AMP in Asset Management, JPM in Banks - Diversified. Over the past 10 years, AMP returned 18.65%/yr vs 20.32%/yr for JPM. A 0.69 correlation means they provide meaningful diversification when combined.
Performance
AMP vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, AMP achieves a -7.75% return, which is significantly lower than JPM's -2.52% return. Over the past 10 years, AMP has underperformed JPM with an annualized return of 18.65%, while JPM has yielded a comparatively higher 20.32% annualized return.
AMP
- 1D
- -1.16%
- 1M
- -3.48%
- YTD
- -7.75%
- 6M
- -5.11%
- 1Y
- -12.20%
- 3Y*
- 14.20%
- 5Y*
- 13.17%
- 10Y*
- 18.65%
JPM
- 1D
- -0.40%
- 1M
- 2.98%
- YTD
- -2.52%
- 6M
- -0.35%
- 1Y
- 19.35%
- 3Y*
- 33.18%
- 5Y*
- 16.72%
- 10Y*
- 20.32%
AMP vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | -7.75% | -6.73% | 42.10% | 23.99% | 4.98% | 57.92% | 19.82% | 63.96% | -36.83% | 56.40% |
JPM JPMorgan Chase & Co. | -2.52% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between AMP and JPM is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2005 | 0.69 |
Over the past year, the correlation between AMP and JPM has dropped to 0.47 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
Fundamentals
AMP:
$42.47B
JPM:
$869.15B
AMP:
$30.77
JPM:
$21.08
AMP:
14.60
JPM:
14.76
AMP:
1.86
JPM:
1.63
AMP:
3.02
JPM:
3.05
AMP:
6.84
JPM:
2.53
AMP:
$14.42B
JPM:
$285.09B
AMP:
$7.51B
JPM:
$173.52B
AMP:
$5.13B
JPM:
$81.46B
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Return for Risk
AMP vs. JPM — Risk / Return Rank
AMP
JPM
AMP vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) 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.
| AMP | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.39 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.17 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 1.26 | -1.84 |
| Martin ratioReturn relative to average drawdown | -1.04 | 2.98 | -4.03 |
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
| AMP | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.49 | 0.90 | -1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.69 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.74 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.34 | +0.05 |
Drawdowns
AMP vs. JPM - Drawdown Comparison
The maximum AMP drawdown since its inception was -81.14%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for AMP and JPM.
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Drawdown Indicators
| AMP | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.14% | -76.16% | -4.98% |
Max Drawdown (1Y)Largest decline over 1 year | -20.87% | -15.47% | -5.40% |
Max Drawdown (3Y)Largest decline over 3 years | -26.39% | -24.42% | -1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -31.54% | -38.77% | +7.23% |
Max Drawdown (10Y)Largest decline over 10 years | -53.88% | -43.63% | -10.25% |
Current DrawdownCurrent decline from peak | -20.34% | -6.55% | -13.79% |
Average DrawdownAverage peak-to-trough decline | -15.13% | -17.62% | +2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.74% | 6.50% | +5.24% |
Volatility
AMP vs. JPM - Volatility Comparison
The current volatility for Ameriprise Financial, Inc. (AMP) is 6.00%, while JPMorgan Chase & Co. (JPM) has a volatility of 6.40%. This indicates that AMP experiences smaller price fluctuations and is considered to be less risky 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
| AMP | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 6.40% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 19.55% | 17.38% | +2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.89% | 21.62% | +3.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.83% | 24.45% | +3.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.98% | 27.40% | +6.58% |
Dividends
AMP vs. JPM - Dividend Comparison
AMP's dividend yield for the trailing twelve months is around 1.45%, less than JPM's 1.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.45% | 1.28% | 1.09% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% |
JPM JPMorgan Chase & Co. | 1.90% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
AMP vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Ameriprise Financial, 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
Frequently Asked Questions
AMP and JPM have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JPM has higher volatility (6.40%) compared to AMP (6.00%). In terms of maximum drawdown, AMP dropped -81.14% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (0.90 vs -0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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