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JPM vs. K
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

JPM vs. K - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Chase & Co. (JPM) and Kellogg Company (K). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


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%

K

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPM vs. K - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JPM
JPMorgan Chase & Co.
0.50%37.27%44.29%30.63%-12.64%27.75%-5.53%47.26%-6.62%26.76%
K
Kellogg Company
0.00%5.99%49.75%-7.44%14.35%7.44%-6.78%26.08%-13.32%-4.93%

Correlation

The correlation between JPM and K is -0.03, 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

-0.03

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.14

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Dec 17, 1984

0.25

The correlation between JPM and K shifts across timeframes, from -0.03 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

JPM:

$896.00B

K:

$29.20B

EPS

JPM:

$21.08

K:

$3.65

PE Ratio

JPM:

15.21

K:

22.87

PEG Ratio

JPM:

1.68

K:

3.84

PS Ratio

JPM:

3.14

K:

2.30

PB Ratio

JPM:

2.60

K:

6.95

Total Revenue (TTM)

JPM:

$285.09B

K:

$12.67B

Gross Profit (TTM)

JPM:

$173.52B

K:

$4.41B

EBITDA (TTM)

JPM:

$81.46B

K:

$2.25B

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Return for Risk

JPM vs. K — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JPM
JPM Risk / Return Rank: 6969
Overall Rank
JPM Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
JPM Sortino Ratio Rank: 6666
Sortino Ratio Rank
JPM Omega Ratio Rank: 6666
Omega Ratio Rank
JPM Calmar Ratio Rank: 7070
Calmar Ratio Rank
JPM Martin Ratio Rank: 7070
Martin Ratio Rank

K

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JPM vs. K - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and Kellogg Company (K). 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.


JPMKDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.18

Calmar ratioReturn relative to maximum drawdown

1.42

Martin ratioReturn relative to average drawdown

3.36

JPM vs. K - Sharpe Ratio Comparison


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Drawdowns

JPM vs. K - Drawdown Comparison


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Drawdown Indicators


JPMKDifference

Max Drawdown

Largest peak-to-trough decline

-76.16%

Max Drawdown (1Y)

Largest decline over 1 year

-15.47%

Max Drawdown (3Y)

Largest decline over 3 years

-24.42%

Max Drawdown (5Y)

Largest decline over 5 years

-38.77%

Max Drawdown (10Y)

Largest decline over 10 years

-43.63%

Current Drawdown

Current decline from peak

-3.66%

Average Drawdown

Average peak-to-trough decline

-17.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.54%

Volatility

JPM vs. K - Volatility Comparison


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Volatility by Period


JPMKDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.35%

Volatility (6M)

Calculated over the trailing 6-month period

16.67%

Volatility (1Y)

Calculated over the trailing 1-year period

21.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.39%

Dividends

JPM vs. K - Dividend Comparison

JPM's dividend yield for the trailing twelve months is around 1.84%, while K has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
K
Kellogg Company
1.39%2.76%2.79%10.56%3.28%3.59%3.66%3.27%3.86%3.12%2.77%2.74%

Financials

JPM vs. K - Financials Comparison

This section allows you to compare key financial metrics between JPMorgan Chase & Co. and Kellogg 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B20222023202420252026
73.66B
3.26B
(JPM) Total Revenue
(K) Total Revenue
Values in USD except per share items

JPM vs. K - Profitability Comparison

The chart below illustrates the profitability comparison between JPMorgan Chase & Co. and Kellogg Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20222023202420252026
64.3%
33.3%
Portfolio components
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%.

K - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported a gross profit of 1.08B and revenue of 3.26B. Therefore, the gross margin over that period was 33.3%.

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%.

K - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported an operating income of 452.00M and revenue of 3.26B, resulting in an operating margin of 13.9%.

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%.

K - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported a net income of 309.00M and revenue of 3.26B, resulting in a net margin of 9.5%.


Frequently Asked Questions


JPM and K have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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