JPM vs. BAC
Compare and contrast key facts about JPMorgan Chase & Co. (JPM) and Bank of America Corporation (BAC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPM or BAC.
Correlation
The correlation between JPM and BAC is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JPM vs. BAC - Performance Comparison
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Key characteristics
JPM:
1.24
BAC:
0.59
JPM:
1.87
BAC:
1.05
JPM:
1.27
BAC:
1.15
JPM:
1.54
BAC:
0.69
JPM:
5.17
BAC:
2.07
JPM:
7.30%
BAC:
9.17%
JPM:
28.77%
BAC:
28.97%
JPM:
-74.02%
BAC:
-93.45%
JPM:
-3.86%
BAC:
-6.45%
Fundamentals
JPM:
$738.24B
BAC:
$336.98B
JPM:
$20.59
BAC:
$3.39
JPM:
12.90
BAC:
13.20
JPM:
7.17
BAC:
1.67
JPM:
4.38
BAC:
3.46
JPM:
2.21
BAC:
1.21
JPM:
$228.61B
BAC:
$123.06B
JPM:
$186.05B
BAC:
$78.30B
JPM:
$104.01B
BAC:
$65.96B
Returns By Period
In the year-to-date period, JPM achieves a 12.86% return, which is significantly higher than BAC's 1.62% return. Over the past 10 years, JPM has outperformed BAC with an annualized return of 18.19%, while BAC has yielded a comparatively lower 12.79% annualized return.
JPM
12.86%
14.74%
11.85%
35.42%
29.15%
18.19%
BAC
1.62%
16.82%
-2.16%
16.88%
18.64%
12.79%
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Risk-Adjusted Performance
JPM vs. BAC — Risk-Adjusted Performance Rank
JPM
BAC
JPM vs. BAC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and Bank of America Corporation (BAC). 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.
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Dividends
JPM vs. BAC - Dividend Comparison
JPM's dividend yield for the trailing twelve months is around 1.89%, less than BAC's 2.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.89% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
BAC Bank of America Corporation | 2.30% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% |
Drawdowns
JPM vs. BAC - Drawdown Comparison
The maximum JPM drawdown since its inception was -74.02%, smaller than the maximum BAC drawdown of -93.45%. Use the drawdown chart below to compare losses from any high point for JPM and BAC. For additional features, visit the drawdowns tool.
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Volatility
JPM vs. BAC - Volatility Comparison
The current volatility for JPMorgan Chase & Co. (JPM) is 5.83%, while Bank of America Corporation (BAC) has a volatility of 6.64%. This indicates that JPM experiences smaller price fluctuations and is considered to be less risky than BAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
JPM vs. BAC - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Chase & Co. and Bank of America Corporation. 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
JPM vs. BAC - Profitability Comparison
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
BAC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Bank of America Corporation reported a gross profit of 27.37B and revenue of 46.99B. Therefore, the gross margin over that period was 58.2%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
BAC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Bank of America Corporation reported an operating income of 9.60B and revenue of 46.99B, resulting in an operating margin of 20.4%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.
BAC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Bank of America Corporation reported a net income of 7.40B and revenue of 46.99B, resulting in a net margin of 15.7%.