ASIC vs. JPM
ASIC (Ategrity Specialty Holdings LLC) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — ASIC in Insurance - Property & Casualty, JPM in Banks - Diversified. Over the past year, ASIC returned -12.21% vs 23.40% for JPM. At a 0.06 correlation, their price movements are largely independent.
Performance
ASIC vs. JPM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ASIC achieves a -1.14% return, which is significantly lower than JPM's 0.50% return.
ASIC
- 1D
- -1.19%
- 1M
- 6.79%
- YTD
- -1.14%
- 6M
- 2.72%
- 1Y
- -12.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JPM
- 1D
- 2.31%
- 1M
- 7.69%
- YTD
- 0.50%
- 6M
- 1.66%
- 1Y
- 23.40%
- 3Y*
- 34.22%
- 5Y*
- 17.82%
- 10Y*
- 21.02%
ASIC vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ASIC Ategrity Specialty Holdings LLC | -1.14% | -11.16% |
JPM JPMorgan Chase & Co. | 0.50% | 21.13% |
Correlation
The correlation between ASIC and JPM is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jun 11, 2025 | 0.06 |
Fundamentals
ASIC:
$1.03B
JPM:
$896.00B
ASIC:
$1.95
JPM:
$21.08
ASIC:
10.66
JPM:
15.21
ASIC:
0.05
JPM:
1.68
ASIC:
2.06
JPM:
3.14
ASIC:
1.64
JPM:
2.60
ASIC:
$470.18M
JPM:
$285.09B
ASIC:
$257.61M
JPM:
$173.52B
ASIC:
$120.37M
JPM:
$81.46B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ASIC vs. JPM — Risk / Return Rank
ASIC
JPM
ASIC vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ategrity Specialty Holdings LLC (ASIC) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ASIC | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.55 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.18 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.44 | 1.42 | -1.86 |
| Martin ratioReturn relative to average drawdown | -0.79 | 3.36 | -4.15 |
Loading charts...
Drawdowns
ASIC vs. JPM - Drawdown Comparison
The maximum ASIC drawdown since its inception was -33.63%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for ASIC and JPM.
Loading charts...
Drawdown Indicators
| ASIC | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.63% | -76.16% | +42.53% |
Max Drawdown (1Y)Largest decline over 1 year | -30.77% | -15.47% | -15.30% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.42% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.63% | — |
Current DrawdownCurrent decline from peak | -15.84% | -3.66% | -12.18% |
Average DrawdownAverage peak-to-trough decline | -18.99% | -17.62% | -1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.98% | 6.54% | +11.44% |
Volatility
ASIC vs. JPM - Volatility Comparison
Ategrity Specialty Holdings LLC (ASIC) has a higher volatility of 9.65% compared to JPMorgan Chase & Co. (JPM) at 6.35%. This indicates that ASIC'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.
Loading charts...
Volatility by Period
| ASIC | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.65% | 6.35% | +3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 33.68% | 16.67% | +17.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.68% | 21.76% | +25.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.79% | 24.46% | +23.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.79% | 27.39% | +20.40% |
Dividends
ASIC vs. JPM - Dividend Comparison
ASIC has not paid dividends to shareholders, while JPM's dividend yield for the trailing twelve months is around 1.84%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASIC Ategrity Specialty Holdings LLC | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 1.84% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
ASIC vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Ategrity Specialty Holdings LLC 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
ASIC vs. JPM - Profitability Comparison
ASIC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ategrity Specialty Holdings LLC reported a gross profit of 67.08M and revenue of 128.96M. Therefore, the gross margin over that period was 52.0%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
ASIC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ategrity Specialty Holdings LLC reported an operating income of 34.23M and revenue of 128.96M, resulting in an operating margin of 26.5%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
ASIC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ategrity Specialty Holdings LLC reported a net income of 25.47M and revenue of 128.96M, resulting in a net margin of 19.8%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
ASIC and JPM have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ASIC has higher volatility (9.65%) compared to JPM (6.35%). In terms of maximum drawdown, ASIC dropped -33.63% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (1.01 vs -0.28), 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.
Find the right allocation for ASIC and JPM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer