INTR vs. JPM
INTR (Inter & Co. Inc. Class A Common Shares) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — INTR in Banks - Regional, JPM in Banks - Diversified. Over the past 3 years, INTR returned 13.78%/yr vs 33.72%/yr for JPM. Their 0.20 correlation means their historical movements had little consistent relationship.
Performance
INTR vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, INTR achieves a -33.13% return, which is significantly lower than JPM's 10.73% return.
INTR
- 1D
- -0.71%
- 1M
- 2.38%
- 6M
- -39.22%
- YTD
- -33.13%
- 1Y
- -12.62%
- 3Y*
- 13.78%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 9.56%
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) |
|---|---|---|---|
| $20.61M | $23.33M | $36.89M | |
| $2.69B | $3.19B | $3.04B |
INTR vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
INTR Inter & Co. Inc. Class A Common Shares | -33.13% | 103.99% | -23.68% | 134.60% | -40.45% |
JPM JPMorgan Chase & Co. | 10.73% | 37.27% | 44.29% | 30.63% | 18.51% |
Correlation
The correlation between INTR and JPM is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2022 | 0.20 |
The correlation between INTR and JPM shifts across timeframes, from 0.20 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
INTR:
$2.47B
JPM:
$942.62B
INTR:
R$3.19
JPM:
$23.29
INTR:
8.89
JPM:
15.10
INTR:
0.01
JPM:
1.67
INTR:
0.80
JPM:
3.30
INTR:
1.25
JPM:
2.78
INTR:
R$15.78B
JPM:
$297.63B
INTR:
R$6.47B
JPM:
$186.33B
INTR:
R$1.99B
JPM:
$90.84B
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Return for Risk
INTR vs. JPM — Risk / Return Rank
INTR
JPM
INTR vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inter & Co. Inc. Class A Common Shares (INTR) 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.
| INTR | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.41 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.17 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 1.36 | -1.64 |
| Martin ratioReturn relative to average drawdown | -0.56 | 3.24 | -3.80 |
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Drawdowns
INTR vs. JPM - Drawdown Comparison
The maximum INTR drawdown since its inception was -68.40%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for INTR and JPM.
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Drawdown Indicators
| INTR | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.40% | -76.16% | +7.76% |
Max Drawdown (1Y)Largest decline over 1 year | -48.03% | -15.47% | -32.56% |
Max Drawdown (3Y)Largest decline over 3 years | -49.36% | -24.42% | -24.94% |
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 | -44.46% | -1.54% | -42.92% |
Average DrawdownAverage peak-to-trough decline | -21.78% | -17.56% | -4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.79% | 6.51% | +17.28% |
Volatility
INTR vs. JPM - Volatility Comparison
Inter & Co. Inc. Class A Common Shares (INTR) has a higher volatility of 12.86% compared to JPMorgan Chase & Co. (JPM) at 6.60%. This indicates that INTR'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
| INTR | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.86% | 6.60% | +6.26% |
Volatility (6M)Calculated over the trailing 6-month period | 37.68% | 16.70% | +20.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.95% | 22.50% | +27.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 63.18% | 24.46% | +38.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.18% | 27.33% | +35.85% |
Dividends
INTR vs. JPM - Dividend Comparison
INTR's dividend yield for the trailing twelve months is around 2.02%, more than JPM's 1.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INTR Inter & Co. Inc. Class A Common Shares | 2.02% | 0.94% | 0.71% | 0.00% | 0.00% | 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
INTR vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Inter & Co. Inc. Class A Common Shares 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
INTR vs. JPM - Profitability Comparison
INTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Inter & Co. Inc. Class A Common Shares reported a gross profit of 1.69B and revenue of 4.22B. Therefore, the gross margin over that period was 40.0%.
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%.
INTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Inter & Co. Inc. Class A Common Shares reported an operating income of 468.19M and revenue of 4.22B, resulting in an operating margin of 11.1%.
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%.
INTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Inter & Co. Inc. Class A Common Shares reported a net income of 387.40M and revenue of 4.22B, resulting in a net margin of 9.2%.
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
INTR and JPM have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INTR has higher volatility (12.86%) compared to JPM (6.60%). In terms of maximum drawdown, INTR dropped -68.40% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (0.94 vs -0.27), 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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