COLB vs. JPM
COLB (Columbia Banking System, Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — COLB in Banks - Regional, JPM in Banks - Diversified. Over the past 10 years, COLB returned 3.88%/yr vs 19.77%/yr for JPM. At a 0.40 correlation, their price movements are largely independent.
Performance
COLB vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, COLB achieves a 4.85% return, which is significantly higher than JPM's -5.73% return. Over the past 10 years, COLB has underperformed JPM with an annualized return of 3.88%, while JPM has yielded a comparatively higher 19.77% annualized return.
COLB
- 1D
- -2.02%
- 1M
- -0.41%
- YTD
- 4.85%
- 6M
- 4.03%
- 1Y
- 28.38%
- 3Y*
- 15.75%
- 5Y*
- -2.91%
- 10Y*
- 3.88%
JPM
- 1D
- -0.04%
- 1M
- -2.21%
- YTD
- -5.73%
- 6M
- -2.68%
- 1Y
- 15.18%
- 3Y*
- 31.87%
- 5Y*
- 15.45%
- 10Y*
- 19.77%
COLB vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COLB Columbia Banking System, Inc. | 4.85% | 9.36% | 8.05% | -5.86% | -4.26% | -6.24% | -8.16% | 15.54% | -14.36% | -0.65% |
JPM JPMorgan Chase & Co. | -5.73% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between COLB and JPM is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jun 17, 1992 | 0.40 |
The correlation between COLB and JPM shifts across timeframes, from 0.40 (all time) to 0.63 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
COLB:
$8.35B
JPM:
$840.48B
COLB:
$2.53
JPM:
$21.08
COLB:
11.32
JPM:
14.27
COLB:
1.54
JPM:
1.58
COLB:
2.24
JPM:
2.95
COLB:
1.09
JPM:
2.44
COLB:
$3.32B
JPM:
$285.09B
COLB:
$1.71B
JPM:
$173.52B
COLB:
$736.44M
JPM:
$81.46B
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Return for Risk
COLB vs. JPM — Risk / Return Rank
COLB
JPM
COLB vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Banking System, Inc. (COLB) 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.
| COLB | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.14 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 0.99 | +0.57 |
| Martin ratioReturn relative to average drawdown | 4.23 | 2.36 | +1.87 |
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
| COLB | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.71 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.64 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | 0.72 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.34 | -0.16 |
Drawdowns
COLB vs. JPM - Drawdown Comparison
The maximum COLB drawdown since its inception was -85.93%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for COLB and JPM.
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Drawdown Indicators
| COLB | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.93% | -76.16% | -9.77% |
Max Drawdown (1Y)Largest decline over 1 year | -18.38% | -15.47% | -2.91% |
Max Drawdown (3Y)Largest decline over 3 years | -36.43% | -24.42% | -12.01% |
Max Drawdown (5Y)Largest decline over 5 years | -54.47% | -38.77% | -15.70% |
Max Drawdown (10Y)Largest decline over 10 years | -60.80% | -43.63% | -17.17% |
Current DrawdownCurrent decline from peak | -25.98% | -9.63% | -16.35% |
Average DrawdownAverage peak-to-trough decline | -27.55% | -17.62% | -9.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.73% | 6.46% | +0.27% |
Volatility
COLB vs. JPM - Volatility Comparison
Columbia Banking System, Inc. (COLB) has a higher volatility of 7.31% compared to JPMorgan Chase & Co. (JPM) at 6.39%. This indicates that COLB'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
| COLB | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 6.39% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 18.61% | 17.16% | +1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.39% | 21.41% | +8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.17% | 24.41% | +13.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.98% | 27.37% | +10.61% |
Dividends
COLB vs. JPM - Dividend Comparison
COLB's dividend yield for the trailing twelve months is around 5.14%, more than JPM's 1.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COLB Columbia Banking System, Inc. | 5.14% | 5.19% | 5.33% | 5.17% | 3.98% | 3.48% | 3.12% | 2.75% | 2.76% | 2.03% | 3.42% | 3.57% |
JPM JPMorgan Chase & Co. | 1.96% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
COLB vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Columbia Banking System, 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
COLB vs. JPM - Profitability Comparison
COLB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Columbia Banking System, Inc. reported a gross profit of 0.00 and revenue of 816.00M. Therefore, the gross margin over that period was 0.0%.
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%.
COLB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Columbia Banking System, Inc. reported an operating income of 0.00 and revenue of 816.00M, resulting in an operating margin of 0.0%.
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%.
COLB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Columbia Banking System, Inc. reported a net income of 192.00M and revenue of 816.00M, resulting in a net margin of 23.5%.
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
COLB and JPM have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COLB has higher volatility (7.31%) compared to JPM (6.39%). In terms of maximum drawdown, COLB dropped -85.93% vs JPM's -76.16%.
COLB currently has the higher Sharpe Ratio (0.94 vs 0.71), 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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