HBT vs. JPM
HBT (HBT Financial, Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — HBT in Banks - Regional, JPM in Banks - Diversified. Over the past 5 years, HBT returned 21.18%/yr vs 21.31%/yr for JPM. Their 0.46 correlation means their historical movements had little consistent relationship.
Performance
HBT vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, HBT achieves a 40.91% return, which is significantly higher than JPM's 10.73% return.
HBT
- 1D
- -0.06%
- 1M
- 11.37%
- 6M
- 35.01%
- YTD
- 40.91%
- 1Y
- 54.21%
- 3Y*
- 26.04%
- 5Y*
- 21.18%
- 10Y*
- —
- ALL TIME*
- 16.37%
JPM
- 1D
- 0.27%
- 1M
- 5.78%
- 6M
- 16.11%
- YTD
- 10.73%
- 1Y
- 21.02%
- 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) |
|---|---|---|---|
| $4.96M | $4.80M | $4.85M | |
| $2.69B | $3.19B | $3.04B |
HBT vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HBT HBT Financial, Inc. | 40.91% | 22.23% | 7.74% | 11.71% | 8.11% | 28.04% | -16.60% | 17.22% |
JPM JPMorgan Chase & Co. | 10.73% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 22.06% |
Correlation
The correlation between HBT and JPM is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2019 | 0.46 |
The correlation between HBT and JPM shifts across timeframes, from 0.27 (1 year) to 0.46 (all time), reflecting how their relationship changes across market environments.
Fundamentals
HBT:
$1.30B
JPM:
$942.62B
HBT:
$2.35
JPM:
$23.29
HBT:
15.27
JPM:
15.10
HBT:
3.11
JPM:
1.67
HBT:
3.58
JPM:
3.30
HBT:
1.70
JPM:
2.78
HBT:
$331.35M
JPM:
$297.63B
HBT:
$267.06M
JPM:
$186.33B
HBT:
$109.48M
JPM:
$90.84B
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Return for Risk
HBT vs. JPM — Risk / Return Rank
HBT
JPM
HBT vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HBT Financial, Inc. (HBT) 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.
| HBT | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.17 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.67 | 1.36 | +2.30 |
| Martin ratioReturn relative to average drawdown | 8.58 | 3.24 | +5.34 |
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Drawdowns
HBT vs. JPM - Drawdown Comparison
The maximum HBT drawdown since its inception was -53.95%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for HBT and JPM.
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Drawdown Indicators
| HBT | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -76.16% | +22.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.42% | -15.47% | +2.05% |
Max Drawdown (3Y)Largest decline over 3 years | -18.67% | -24.42% | +5.75% |
Max Drawdown (5Y)Largest decline over 5 years | -27.07% | -38.77% | +11.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.63% | — |
Current DrawdownCurrent decline from peak | -1.84% | -1.54% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -12.04% | -17.56% | +5.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.73% | 6.51% | -0.78% |
Volatility
HBT vs. JPM - Volatility Comparison
HBT Financial, Inc. (HBT) has a higher volatility of 8.65% compared to JPMorgan Chase & Co. (JPM) at 6.60%. This indicates that HBT'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
| HBT | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.65% | 6.60% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 17.81% | 16.70% | +1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.69% | 22.50% | +4.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.02% | 24.46% | +4.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.23% | 27.33% | +7.90% |
Dividends
HBT vs. JPM - Dividend Comparison
HBT's dividend yield for the trailing twelve months is around 2.46%, more than JPM's 1.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HBT HBT Financial, Inc. | 2.46% | 3.25% | 3.47% | 3.22% | 3.27% | 3.20% | 3.96% | 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
HBT vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between HBT 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
HBT vs. JPM - Profitability Comparison
HBT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, HBT Financial, Inc. reported a gross profit of 80.22M and revenue of 100.42M. Therefore, the gross margin over that period was 79.9%.
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%.
HBT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, HBT Financial, Inc. reported an operating income of 37.78M and revenue of 100.42M, resulting in an operating margin of 37.6%.
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%.
HBT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, HBT Financial, Inc. reported a net income of 27.84M and revenue of 100.42M, resulting in a net margin of 27.7%.
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
HBT and JPM have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HBT has higher volatility (8.65%) compared to JPM (6.60%). In terms of maximum drawdown, HBT dropped -53.95% vs JPM's -76.16%.
HBT currently has the higher Sharpe Ratio (1.84 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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