EPD vs. JPM
EPD (Enterprise Products Partners L.P.) and JPM (JPMorgan Chase & Co.) are both stocks. EPD operates in Oil & Gas Midstream (Energy), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, EPD returned 10.31%/yr vs 21.27%/yr for JPM. At a 0.25 correlation, their price movements are largely independent.
Performance
EPD vs. JPM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EPD achieves a 24.71% return, which is significantly higher than JPM's 6.66% return. Over the past 10 years, EPD has underperformed JPM with an annualized return of 10.31%, while JPM has yielded a comparatively higher 21.27% annualized return.
EPD
- 1D
- 1.52%
- 1M
- 5.96%
- 6M
- 21.53%
- YTD
- 24.71%
- 1Y
- 32.06%
- 3Y*
- 21.21%
- 5Y*
- 18.64%
- 10Y*
- 10.31%
- ALL TIME*
- 14.20%
JPM
- 1D
- -0.65%
- 1M
- 4.67%
- 6M
- 9.49%
- YTD
- 6.66%
- 1Y
- 18.57%
- 3Y*
- 32.69%
- 5Y*
- 20.23%
- 10Y*
- 21.27%
- ALL TIME*
- 12.35%
EPD vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPD Enterprise Products Partners L.P. | 24.71% | 9.45% | 28.00% | 17.71% | 18.32% | 21.40% | -23.61% | 21.88% | -1.32% | 4.24% |
JPM JPMorgan Chase & Co. | 6.66% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between EPD 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 (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 1998 | 0.25 |
The correlation between EPD and JPM shifts across timeframes, from 0.06 (1 year) to 0.36 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EPD:
$83.90B
JPM:
$908.01B
EPD:
$2.69
JPM:
$23.29
EPD:
14.39
JPM:
14.55
EPD:
2.31
JPM:
1.61
EPD:
1.64
JPM:
3.18
EPD:
$51.57B
JPM:
$297.63B
EPD:
$7.31B
JPM:
$186.33B
EPD:
$10.11B
JPM:
$90.84B
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
EPD vs. JPM — Risk / Return Rank
EPD
JPM
EPD vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Enterprise Products Partners L.P. (EPD) 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.
| EPD | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.06 | ||
| Sortino ratioReturn per unit of downside risk | +1.47 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.16 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.46 | 1.21 | +2.25 |
| Martin ratioReturn relative to average drawdown | 9.87 | 2.85 | +7.01 |
Loading charts...
Drawdowns
EPD vs. JPM - Drawdown Comparison
The maximum EPD drawdown since its inception was -58.78%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for EPD and JPM.
Loading charts...
Drawdown Indicators
| EPD | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.78% | -76.16% | +17.38% |
Max Drawdown (1Y)Largest decline over 1 year | -9.32% | -15.47% | +6.15% |
Max Drawdown (3Y)Largest decline over 3 years | -15.40% | -24.42% | +9.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -38.77% | +20.71% |
Max Drawdown (10Y)Largest decline over 10 years | -58.04% | -43.63% | -14.41% |
Current DrawdownCurrent decline from peak | -2.56% | -2.32% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -10.21% | -17.58% | +7.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 6.53% | -3.27% |
Volatility
EPD vs. JPM - Volatility Comparison
Enterprise Products Partners L.P. (EPD) and JPMorgan Chase & Co. (JPM) have volatilities of 6.72% and 6.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EPD | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 6.42% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 14.71% | 16.66% | -1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 22.17% | -5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.22% | 24.41% | -7.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 27.31% | -3.16% |
Dividends
EPD vs. JPM - Dividend Comparison
EPD's dividend yield for the trailing twelve months is around 5.65%, more than JPM's 1.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPD Enterprise Products Partners L.P. | 5.65% | 6.74% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.23% | 6.97% | 6.29% | 5.88% | 5.90% |
JPM JPMorgan Chase & Co. | 1.77% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
EPD vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Enterprise Products Partners L.P. 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
EPD vs. JPM - Profitability Comparison
EPD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Enterprise Products Partners L.P. reported a gross profit of 1.88B and revenue of 14.39B. Therefore, the gross margin over that period was 13.1%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, JPMorgan Chase & Co. reported a gross profit of 54.83B and revenue of 82.46B. Therefore, the gross margin over that period was 66.5%.
EPD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Enterprise Products Partners L.P. reported an operating income of 1.82B and revenue of 14.39B, resulting in an operating margin of 12.6%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, JPMorgan Chase & Co. reported an operating income of 27.52B and revenue of 82.46B, resulting in an operating margin of 33.4%.
EPD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Enterprise Products Partners L.P. reported a net income of 1.48B and revenue of 14.39B, resulting in a net margin of 10.3%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, JPMorgan Chase & Co. reported a net income of 21.16B and revenue of 82.46B, resulting in a net margin of 25.7%.
Frequently Asked Questions
EPD 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.
EPD has higher volatility (6.72%) compared to JPM (6.42%). In terms of maximum drawdown, EPD dropped -58.78% vs JPM's -76.16%.
EPD currently has the higher Sharpe Ratio (1.90 vs 0.84), 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 EPD 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