JPM vs. CL
JPM (JPMorgan Chase & Co.) and CL (Colgate-Palmolive Company) are both stocks. JPM operates in Banks - Diversified (Financial Services), while CL operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, JPM returned 21.02%/yr vs 4.62%/yr for CL. At a 0.27 correlation, their price movements are largely independent.
Performance
JPM vs. CL - Performance Comparison
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Returns By Period
In the year-to-date period, JPM achieves a 0.50% return, which is significantly lower than CL's 14.60% return. Over the past 10 years, JPM has outperformed CL with an annualized return of 21.02%, while CL has yielded a comparatively lower 4.62% annualized return.
JPM
- 1D
- 2.31%
- 1M
- 7.69%
- YTD
- 0.50%
- 6M
- 1.66%
- 1Y
- 23.40%
- 3Y*
- 34.22%
- 5Y*
- 17.82%
- 10Y*
- 21.02%
CL
- 1D
- 0.07%
- 1M
- 0.69%
- YTD
- 14.60%
- 6M
- 15.59%
- 1Y
- 1.61%
- 3Y*
- 8.47%
- 5Y*
- 3.79%
- 10Y*
- 4.62%
JPM vs. CL - 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% |
CL Colgate-Palmolive Company | 14.60% | -10.98% | 16.57% | 3.78% | -5.44% | 2.08% | 27.17% | 18.60% | -19.19% | 17.88% |
Correlation
The correlation between JPM and CL is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 1983 | 0.27 |
The correlation between JPM and CL shifts across timeframes, from -0.01 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.
Fundamentals
JPM:
$896.00B
CL:
$72.02B
JPM:
$21.08
CL:
$2.58
JPM:
15.21
CL:
34.68
JPM:
1.68
CL:
8.96
JPM:
3.14
CL:
3.48
JPM:
2.60
CL:
496.66
JPM:
$285.09B
CL:
$20.80B
JPM:
$173.52B
CL:
$12.49B
JPM:
$81.46B
CL:
$3.92B
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Return for Risk
JPM vs. CL — Risk / Return Rank
JPM
CL
JPM vs. CL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and Colgate-Palmolive Company (CL). 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 | CL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.08 | ||
| Sortino ratioReturn per unit of downside risk | +1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.01 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | -0.08 | +1.50 |
| Martin ratioReturn relative to average drawdown | 3.36 | -0.14 | +3.49 |
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Drawdowns
JPM vs. CL - Drawdown Comparison
The maximum JPM drawdown since its inception was -76.16%, which is greater than CL's maximum drawdown of -58.91%. Use the drawdown chart below to compare losses from any high point for JPM and CL.
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Drawdown Indicators
| JPM | CL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.16% | -58.91% | -17.25% |
Max Drawdown (1Y)Largest decline over 1 year | -15.47% | -18.64% | +3.17% |
Max Drawdown (3Y)Largest decline over 3 years | -24.42% | -29.05% | +4.63% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -29.05% | -9.72% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -29.05% | -14.58% |
Current DrawdownCurrent decline from peak | -3.66% | -14.31% | +10.65% |
Average DrawdownAverage peak-to-trough decline | -17.62% | -11.24% | -6.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.54% | 11.35% | -4.81% |
Volatility
JPM vs. CL - Volatility Comparison
The current volatility for JPMorgan Chase & Co. (JPM) is 6.35%, while Colgate-Palmolive Company (CL) has a volatility of 8.32%. This indicates that JPM experiences smaller price fluctuations and is considered to be less risky than CL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPM | CL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 8.32% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 16.67% | 17.28% | -0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.76% | 21.83% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.46% | 18.81% | +5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.39% | 19.75% | +7.64% |
Dividends
JPM vs. CL - Dividend Comparison
JPM's dividend yield for the trailing twelve months is around 1.84%, less than CL's 2.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CL Colgate-Palmolive Company | 2.34% | 2.61% | 2.18% | 2.40% | 2.36% | 2.10% | 2.05% | 2.48% | 2.79% | 2.11% | 2.37% | 2.25% |
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. CL - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Chase & Co. and Colgate-Palmolive Company. 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. CL - Profitability Comparison
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
CL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a gross profit of 3.23B and revenue of 5.32B. Therefore, the gross margin over that period was 60.6%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
CL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported an operating income of 1.16B and revenue of 5.32B, resulting in an operating margin of 21.7%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
CL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a net income of 646.00M and revenue of 5.32B, resulting in a net margin of 12.1%.
Frequently Asked Questions
JPM and CL have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CL has higher volatility (8.32%) compared to JPM (6.35%). In terms of maximum drawdown, JPM dropped -76.16% vs CL's -58.91%.
JPM currently has the higher Sharpe Ratio (1.01 vs -0.07), 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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