JPM vs. NTRA
JPM (JPMorgan Chase & Co.) and NTRA (Natera, Inc.) are both stocks. JPM operates in Banks - Diversified (Financial Services), while NTRA operates in Diagnostics & Research (Healthcare). Over the past 10 years, JPM returned 22.02%/yr vs 33.08%/yr for NTRA. At a 0.20 correlation, their price movements are largely independent.
Performance
JPM vs. NTRA - Performance Comparison
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Returns By Period
In the year-to-date period, JPM achieves a 4.70% return, which is significantly higher than NTRA's 2.48% return. Over the past 10 years, JPM has underperformed NTRA with an annualized return of 22.02%, while NTRA has yielded a comparatively higher 33.08% annualized return.
JPM
- 1D
- 0.80%
- 1M
- 9.06%
- YTD
- 4.70%
- 6M
- 3.51%
- 1Y
- 22.41%
- 3Y*
- 37.10%
- 5Y*
- 19.98%
- 10Y*
- 22.02%
NTRA
- 1D
- 2.60%
- 1M
- 15.54%
- YTD
- 2.48%
- 6M
- -0.27%
- 1Y
- 37.79%
- 3Y*
- 65.95%
- 5Y*
- 14.42%
- 10Y*
- 33.08%
JPM vs. NTRA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 4.70% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
NTRA Natera, Inc. | 2.48% | 44.72% | 152.71% | 55.94% | -56.99% | -6.16% | 195.40% | 141.33% | 55.28% | -23.23% |
Correlation
The correlation between JPM and NTRA is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2015 | 0.20 |
Fundamentals
JPM:
$933.49B
NTRA:
$33.22B
JPM:
$21.08
NTRA:
-$1.64
JPM:
3.27
NTRA:
12.95
JPM:
2.71
NTRA:
18.73
JPM:
$285.09B
NTRA:
$2.50B
JPM:
$173.52B
NTRA:
$1.63B
JPM:
$81.46B
NTRA:
-$294.86M
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Return for Risk
JPM vs. NTRA — Risk / Return Rank
JPM
NTRA
JPM vs. NTRA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and Natera, Inc. (NTRA). 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 | NTRA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.35 | +0.11 |
| Martin ratioReturn relative to average drawdown | 3.43 | 2.80 | +0.63 |
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Drawdowns
JPM vs. NTRA - Drawdown Comparison
The maximum JPM drawdown since its inception was -76.16%, roughly equal to the maximum NTRA drawdown of -77.74%. Use the drawdown chart below to compare losses from any high point for JPM and NTRA.
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Drawdown Indicators
| JPM | NTRA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.16% | -77.74% | +1.58% |
Max Drawdown (1Y)Largest decline over 1 year | -15.47% | -28.20% | +12.73% |
Max Drawdown (3Y)Largest decline over 3 years | -24.42% | -39.94% | +15.52% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -77.74% | +38.97% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -77.74% | +34.11% |
Current DrawdownCurrent decline from peak | 0.00% | -7.72% | +7.72% |
Average DrawdownAverage peak-to-trough decline | -17.61% | -33.38% | +15.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.55% | 13.52% | -6.97% |
Volatility
JPM vs. NTRA - Volatility Comparison
The current volatility for JPMorgan Chase & Co. (JPM) is 7.34%, while Natera, Inc. (NTRA) has a volatility of 12.58%. This indicates that JPM experiences smaller price fluctuations and is considered to be less risky than NTRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPM | NTRA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.34% | 12.58% | -5.24% |
Volatility (6M)Calculated over the trailing 6-month period | 17.14% | 35.53% | -18.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.12% | 43.14% | -21.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.47% | 57.02% | -32.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.35% | 60.82% | -33.47% |
Dividends
JPM vs. NTRA - Dividend Comparison
JPM's dividend yield for the trailing twelve months is around 1.77%, while NTRA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.77% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
NTRA Natera, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
JPM vs. NTRA - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Chase & Co. and Natera, 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
JPM vs. NTRA - 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%.
NTRA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Natera, Inc. reported a gross profit of 451.44M and revenue of 696.64M. Therefore, the gross margin over that period was 64.8%.
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%.
NTRA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Natera, Inc. reported an operating income of -93.52M and revenue of 696.64M, resulting in an operating margin of -13.4%.
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%.
NTRA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Natera, Inc. reported a net income of -85.09M and revenue of 696.64M, resulting in a net margin of -12.2%.
Frequently Asked Questions
JPM and NTRA have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NTRA has higher volatility (12.58%) compared to JPM (7.34%). In terms of maximum drawdown, JPM dropped -76.16% vs NTRA's -77.74%.
JPM currently has the higher Sharpe Ratio (1.02 vs 0.88), 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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