JPM vs. KR
JPM (JPMorgan Chase & Co.) and KR (The Kroger Co.) are both stocks. JPM operates in Banks - Diversified (Financial Services), while KR operates in Grocery Stores (Consumer Defensive). Over the past 10 years, JPM returned 20.32%/yr vs 7.71%/yr for KR. At a 0.25 correlation, their price movements are largely independent.
Performance
JPM vs. KR - Performance Comparison
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Returns By Period
In the year-to-date period, JPM achieves a -2.52% return, which is significantly lower than KR's 1.81% return. Over the past 10 years, JPM has outperformed KR with an annualized return of 20.32%, while KR has yielded a comparatively lower 7.71% annualized return.
JPM
- 1D
- -0.40%
- 1M
- 2.98%
- YTD
- -2.52%
- 6M
- -0.35%
- 1Y
- 19.35%
- 3Y*
- 33.18%
- 5Y*
- 16.72%
- 10Y*
- 20.32%
KR
- 1D
- -0.96%
- 1M
- -3.58%
- YTD
- 1.81%
- 6M
- 0.36%
- 1Y
- -2.84%
- 3Y*
- 13.36%
- 5Y*
- 12.84%
- 10Y*
- 7.71%
JPM vs. KR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | -2.52% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
KR The Kroger Co. | 1.81% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
Correlation
The correlation between JPM and KR is -0.19, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 1984 | 0.25 |
The correlation between JPM and KR shifts across timeframes, from -0.19 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
JPM:
$21.08
KR:
$1.20
JPM:
14.76
KR:
52.67
JPM:
1.63
KR:
7.64
JPM:
3.05
KR:
0.28
JPM:
$285.09B
KR:
$147.23B
JPM:
$173.52B
KR:
$33.42B
JPM:
$81.46B
KR:
$5.29B
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Return for Risk
JPM vs. KR — Risk / Return Rank
JPM
KR
JPM vs. KR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and The Kroger Co. (KR). 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.
| JPM | KR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.01 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | -0.15 | +1.40 |
| Martin ratioReturn relative to average drawdown | 2.98 | -0.29 | +3.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JPM | KR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | -0.10 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.48 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.27 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.36 | -0.02 |
Drawdowns
JPM vs. KR - Drawdown Comparison
The maximum JPM drawdown since its inception was -76.16%, which is greater than KR's maximum drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for JPM and KR.
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Drawdown Indicators
| JPM | KR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.16% | -66.81% | -9.35% |
Max Drawdown (1Y)Largest decline over 1 year | -15.47% | -19.44% | +3.97% |
Max Drawdown (3Y)Largest decline over 3 years | -24.42% | -19.44% | -4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -31.07% | -7.70% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -46.25% | +2.62% |
Current DrawdownCurrent decline from peak | -6.55% | -16.28% | +9.73% |
Average DrawdownAverage peak-to-trough decline | -17.62% | -22.44% | +4.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 9.96% | -3.46% |
Volatility
JPM vs. KR - Volatility Comparison
The current volatility for JPMorgan Chase & Co. (JPM) is 6.40%, while The Kroger Co. (KR) has a volatility of 9.14%. This indicates that JPM experiences smaller price fluctuations and is considered to be less risky than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPM | KR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 9.14% | -2.74% |
Volatility (6M)Calculated over the trailing 6-month period | 17.38% | 20.12% | -2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 27.52% | -5.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.45% | 26.86% | -2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.40% | 28.95% | -1.55% |
Dividends
JPM vs. KR - Dividend Comparison
JPM's dividend yield for the trailing twelve months is around 1.90%, less than KR's 2.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.90% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
KR The Kroger Co. | 2.22% | 2.14% | 2.00% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% |
Financials
JPM vs. KR - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Chase & Co. and The Kroger 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
JPM vs. KR - 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%.
KR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a gross profit of 7.12B and revenue of 33.86B. Therefore, the gross margin over that period was 21.0%.
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%.
KR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported an operating income of -1.54B and revenue of 33.86B, resulting in an operating margin of -4.6%.
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%.
KR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a net income of -1.32B and revenue of 33.86B, resulting in a net margin of -3.9%.
Frequently Asked Questions
JPM and KR have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KR has higher volatility (9.14%) compared to JPM (6.40%). In terms of maximum drawdown, JPM dropped -76.16% vs KR's -66.81%.
JPM currently has the higher Sharpe Ratio (0.90 vs -0.10), 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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