JPM vs. AMP
JPM (JPMorgan Chase & Co.) and AMP (Ameriprise Financial, Inc.) are both stocks. Both are in the Financial Services sector — JPM in Banks - Diversified, AMP in Asset Management. Over the past 10 years, JPM returned 21.02%/yr vs 19.31%/yr for AMP. A 0.69 correlation means they provide meaningful diversification when combined.
Performance
JPM vs. AMP - Performance Comparison
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Returns By Period
In the year-to-date period, JPM achieves a 0.50% return, which is significantly higher than AMP's -5.75% return. Over the past 10 years, JPM has outperformed AMP with an annualized return of 21.02%, while AMP has yielded a comparatively lower 19.31% annualized return.
JPM
- 1D
- 2.31%
- 1M
- 6.82%
- YTD
- 0.50%
- 6M
- 1.66%
- 1Y
- 21.89%
- 3Y*
- 34.22%
- 5Y*
- 17.82%
- 10Y*
- 21.02%
AMP
- 1D
- 1.94%
- 1M
- -2.14%
- YTD
- -5.75%
- 6M
- -6.37%
- 1Y
- -9.75%
- 3Y*
- 14.62%
- 5Y*
- 13.84%
- 10Y*
- 19.31%
JPM vs. AMP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 0.50% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
AMP Ameriprise Financial, Inc. | -5.75% | -6.73% | 42.10% | 23.99% | 4.98% | 57.92% | 19.82% | 63.96% | -36.83% | 56.40% |
Correlation
The correlation between JPM and AMP is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Oct 3, 2005 | 0.69 |
Over the past year, the correlation between JPM and AMP has dropped to 0.47 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
Fundamentals
JPM:
$896.00B
AMP:
$43.39B
JPM:
$21.08
AMP:
$30.77
JPM:
15.21
AMP:
14.92
JPM:
1.68
AMP:
1.90
JPM:
3.14
AMP:
3.08
JPM:
2.60
AMP:
6.98
JPM:
$285.09B
AMP:
$14.42B
JPM:
$173.52B
AMP:
$7.51B
JPM:
$81.46B
AMP:
$5.13B
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Return for Risk
JPM vs. AMP — Risk / Return Rank
JPM
AMP
JPM vs. AMP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and Ameriprise Financial, Inc. (AMP). 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.
| JPM | AMP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.40 | ||
| Sortino ratioReturn per unit of downside risk | +1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.95 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | -0.47 | +1.89 |
| Martin ratioReturn relative to average drawdown | 3.36 | -0.82 | +4.17 |
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Drawdowns
JPM vs. AMP - Drawdown Comparison
The maximum JPM drawdown since its inception was -76.16%, smaller than the maximum AMP drawdown of -81.14%. Use the drawdown chart below to compare losses from any high point for JPM and AMP.
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Drawdown Indicators
| JPM | AMP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.16% | -81.14% | +4.98% |
Max Drawdown (1Y)Largest decline over 1 year | -15.47% | -20.87% | +5.40% |
Max Drawdown (3Y)Largest decline over 3 years | -24.42% | -26.39% | +1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -31.54% | -7.23% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -53.88% | +10.25% |
Current DrawdownCurrent decline from peak | -3.66% | -18.61% | +14.95% |
Average DrawdownAverage peak-to-trough decline | -17.62% | -15.14% | -2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.54% | 11.92% | -5.38% |
Volatility
JPM vs. AMP - Volatility Comparison
JPMorgan Chase & Co. (JPM) has a higher volatility of 6.35% compared to Ameriprise Financial, Inc. (AMP) at 5.97%. This indicates that JPM's price experiences larger fluctuations and is considered to be riskier than AMP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPM | AMP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 5.97% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 16.67% | 19.24% | -2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.76% | 24.92% | -3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.46% | 27.82% | -3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.39% | 33.97% | -6.58% |
Dividends
JPM vs. AMP - Dividend Comparison
JPM's dividend yield for the trailing twelve months is around 1.84%, more than AMP's 1.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.42% | 1.28% | 1.09% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% |
JPM JPMorgan Chase & Co. | 1.84% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
JPM vs. AMP - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Chase & Co. and Ameriprise Financial, Inc.. 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
Frequently Asked Questions
JPM and AMP have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JPM has higher volatility (6.35%) compared to AMP (5.97%). In terms of maximum drawdown, JPM dropped -76.16% vs AMP's -81.14%.
JPM currently has the higher Sharpe Ratio (1.01 vs -0.39), 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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