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 22.85%/yr vs 33.63%/yr for JPM. At a 0.20 correlation, their price movements are largely independent.
Performance
INTR vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, INTR achieves a -32.53% return, which is significantly lower than JPM's 5.29% return.
INTR
- 1D
- -2.92%
- 1M
- -2.08%
- 6M
- -33.78%
- YTD
- -32.53%
- 1Y
- -16.47%
- 3Y*
- 22.85%
- 5Y*
- —
- 10Y*
- —
JPM
- 1D
- -0.58%
- 1M
- 4.78%
- 6M
- 4.09%
- YTD
- 5.29%
- 1Y
- 18.85%
- 3Y*
- 33.63%
- 5Y*
- 19.57%
- 10Y*
- 21.09%
INTR vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
INTR Inter & Co. Inc. Class A Common Shares | -32.53% | 103.99% | -23.68% | 134.60% | -40.45% |
JPM JPMorgan Chase & Co. | 5.29% | 37.27% | 44.29% | 30.63% | 18.51% |
Correlation
The correlation between INTR and JPM is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2022 | 0.20 |
Fundamentals
INTR:
$2.49B
JPM:
$896.38B
INTR:
R$3.19
JPM:
$21.08
INTR:
9.05
JPM:
15.87
INTR:
0.01
JPM:
1.75
INTR:
0.81
JPM:
3.28
INTR:
1.28
JPM:
2.72
INTR:
R$15.78B
JPM:
$285.09B
INTR:
R$6.47B
JPM:
$173.52B
INTR:
R$1.99B
JPM:
$81.46B
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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 | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.16 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | 1.22 | -1.57 |
| Martin ratioReturn relative to average drawdown | -0.77 | 2.90 | -3.67 |
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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 | -43.96% | -1.38% | -42.58% |
Average DrawdownAverage peak-to-trough decline | -21.47% | -17.59% | -3.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.39% | 6.52% | +14.87% |
Volatility
INTR vs. JPM - Volatility Comparison
Inter & Co. Inc. Class A Common Shares (INTR) has a higher volatility of 9.53% compared to JPMorgan Chase & Co. (JPM) at 7.07%. 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 | 9.53% | 7.07% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 37.84% | 17.05% | +20.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.54% | 22.02% | +27.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 63.37% | 24.46% | +38.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.37% | 27.29% | +36.08% |
Dividends
INTR vs. JPM - Dividend Comparison
INTR's dividend yield for the trailing twelve months is around 2.00%, more than JPM's 1.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INTR Inter & Co. Inc. Class A Common Shares | 2.00% | 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. | 1.79% | 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 Jul 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 Jul 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%.
INTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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 Jul 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
INTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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 Jul 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
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 (9.53%) compared to JPM (7.07%). In terms of maximum drawdown, INTR dropped -68.40% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (0.86 vs -0.33), 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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