ESQ vs. JPM
ESQ (Esquire Financial Holdings Inc) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — ESQ in Banks - Regional, JPM in Banks - Diversified. Over the past 5 years, ESQ returned 41.01%/yr vs 21.31%/yr for JPM. Their 0.29 correlation means their historical movements had little consistent relationship.
Performance
ESQ vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, ESQ achieves a 27.08% return, which is significantly higher than JPM's 10.73% return.
ESQ
- 1D
- -0.31%
- 1M
- 7.38%
- 6M
- 21.65%
- YTD
- 27.08%
- 1Y
- 39.32%
- 3Y*
- 38.65%
- 5Y*
- 41.01%
- 10Y*
- —
- ALL TIME*
- 26.47%
JPM
- 1D
- 0.27%
- 1M
- 5.65%
- 6M
- 16.11%
- YTD
- 10.73%
- 1Y
- 23.90%
- 3Y*
- 33.72%
- 5Y*
- 21.31%
- 10Y*
- 21.80%
- ALL TIME*
- 12.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $20.59M | $18.72M | $14.49M | |
| $2.69B | $3.19B | $3.04B |
ESQ vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ESQ Esquire Financial Holdings Inc | 27.08% | 29.37% | 60.89% | 16.72% | 38.33% | 64.15% | -26.39% | 20.14% | 9.93% | 24.15% |
JPM JPMorgan Chase & Co. | 10.73% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 23.98% |
Correlation
The correlation between ESQ and JPM is 0.31, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.31 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2017 | 0.29 |
Fundamentals
ESQ:
$1.12B
JPM:
$942.62B
ESQ:
$6.07
JPM:
$23.29
ESQ:
21.30
JPM:
15.10
ESQ:
0.74
JPM:
1.67
ESQ:
6.24
JPM:
3.30
ESQ:
3.59
JPM:
2.78
ESQ:
$179.89M
JPM:
$297.63B
ESQ:
$154.91M
JPM:
$186.33B
ESQ:
$77.24M
JPM:
$90.84B
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Return for Risk
ESQ vs. JPM — Risk / Return Rank
ESQ
JPM
ESQ vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Esquire Financial Holdings Inc (ESQ) 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.
| ESQ | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.18 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 1.36 | +0.97 |
| Martin ratioReturn relative to average drawdown | 6.33 | 3.24 | +3.09 |
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Drawdowns
ESQ vs. JPM - Drawdown Comparison
The maximum ESQ drawdown since its inception was -56.52%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for ESQ and JPM.
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Drawdown Indicators
| ESQ | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.52% | -76.16% | +19.64% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -15.47% | +0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -20.68% | -24.42% | +3.74% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -38.77% | +13.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.63% | — |
Current DrawdownCurrent decline from peak | -2.02% | -1.54% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -17.56% | +6.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 6.51% | -0.84% |
Volatility
ESQ vs. JPM - Volatility Comparison
Esquire Financial Holdings Inc (ESQ) has a higher volatility of 11.35% compared to JPMorgan Chase & Co. (JPM) at 6.60%. This indicates that ESQ'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
| ESQ | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.35% | 6.60% | +4.75% |
Volatility (6M)Calculated over the trailing 6-month period | 25.21% | 16.70% | +8.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.11% | 22.50% | +9.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.54% | 24.46% | +7.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.49% | 27.33% | +13.16% |
Dividends
ESQ vs. JPM - Dividend Comparison
ESQ's dividend yield for the trailing twelve months is around 0.58%, less than JPM's 1.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESQ Esquire Financial Holdings Inc | 0.58% | 0.69% | 0.75% | 0.95% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 1.71% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
ESQ vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Esquire Financial Holdings 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
ESQ vs. JPM - Profitability Comparison
ESQ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Esquire Financial Holdings Inc reported a gross profit of 39.23M and revenue of 47.68M. Therefore, the gross margin over that period was 82.3%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
ESQ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Esquire Financial Holdings Inc reported an operating income of 18.13M and revenue of 47.68M, resulting in an operating margin of 38.0%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported an operating income of 27.52B and revenue of 82.46B, resulting in an operating margin of 33.4%.
ESQ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Esquire Financial Holdings Inc reported a net income of 12.98M and revenue of 47.68M, resulting in a net margin of 27.2%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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
ESQ and JPM have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ESQ has higher volatility (11.35%) compared to JPM (6.60%). In terms of maximum drawdown, ESQ dropped -56.52% vs JPM's -76.16%.
ESQ currently has the higher Sharpe Ratio (1.12 vs 0.94), 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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