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

Performance

JPM vs. T - Performance Comparison

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

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Returns By Period

In the year-to-date period, JPM achieves a 6.66% return, which is significantly higher than T's -7.04% return. Over the past 10 years, JPM has outperformed T with an annualized return of 21.27%, while T has yielded a comparatively lower 2.10% annualized return.


JPM

1D
-0.65%
1M
4.67%
6M
9.49%
YTD
6.66%
1Y
18.57%
3Y*
32.69%
5Y*
20.23%
10Y*
21.27%
ALL TIME*
12.35%

T

1D
0.64%
1M
2.62%
6M
-2.84%
YTD
-7.04%
1Y
-13.37%
3Y*
20.93%
5Y*
7.13%
10Y*
2.10%
ALL TIME*
9.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPM vs. T - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JPM
JPMorgan Chase & Co.
6.66%37.27%44.29%30.63%-12.64%27.75%-5.53%47.26%-6.62%26.76%
T
AT&T Inc.
-7.04%13.97%44.08%-2.74%5.76%-8.09%-21.37%45.55%-22.25%-4.01%

Correlation

The correlation between JPM and T is 0.02, 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

0.02

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

0.13

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

0.27

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

0.34

Correlation (All Time)
Calculated using the full available price history since Jul 19, 1984

0.34

Over the past year, the correlation between JPM and T has dropped to 0.02 - well below their long-term average of 0.34, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

JPM:

$908.01B

T:

$152.52B

EPS

JPM:

$23.29

T:

$3.05

PE Ratio

JPM:

14.55

T:

7.19

PEG Ratio

JPM:

1.61

T:

0.30

PS Ratio

JPM:

3.18

T:

1.25

Total Revenue (TTM)

JPM:

$297.63B

T:

$125.65B

Gross Profit (TTM)

JPM:

$186.33B

T:

$105.41B

EBITDA (TTM)

JPM:

$90.84B

T:

$54.70B

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Return for Risk

JPM vs. T — Risk / Return Rank

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

JPM
JPM Risk / Return Rank: 6868
Overall Rank
JPM Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
JPM Sortino Ratio Rank: 6565
Sortino Ratio Rank
JPM Omega Ratio Rank: 6464
Omega Ratio Rank
JPM Calmar Ratio Rank: 7070
Calmar Ratio Rank
JPM Martin Ratio Rank: 7070
Martin Ratio Rank

T
T Risk / Return Rank: 2222
Overall Rank
T Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
T Sortino Ratio Rank: 1919
Sortino Ratio Rank
T Omega Ratio Rank: 2020
Omega Ratio Rank
T Calmar Ratio Rank: 2929
Calmar Ratio Rank
T Martin Ratio Rank: 2323
Martin Ratio Rank
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. T - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and AT&T Inc. (T). 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.


JPMTDifference
Sharpe ratioReturn per unit of total volatility

+1.41

Sortino ratioReturn per unit of downside risk

+1.92

Omega ratioGain probability vs. loss probability

1.16

0.92

+0.24

Calmar ratioReturn relative to maximum drawdown

1.21

-0.46

+1.67

Martin ratioReturn relative to average drawdown

2.85

-1.03

+3.89

JPM vs. T - Sharpe Ratio Comparison

The current JPM Sharpe Ratio is 0.84, which is higher than the T Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of JPM and T, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

JPM vs. T - Drawdown Comparison

The maximum JPM drawdown since its inception was -76.16%, which is greater than T's maximum drawdown of -64.15%. Use the drawdown chart below to compare losses from any high point for JPM and T.


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Drawdown Indicators


JPMTDifference

Max Drawdown

Largest peak-to-trough decline

-76.16%

-64.15%

-12.01%

Max Drawdown (1Y)

Largest decline over 1 year

-15.47%

-28.89%

+13.42%

Max Drawdown (3Y)

Largest decline over 3 years

-24.42%

-28.89%

+4.47%

Max Drawdown (5Y)

Largest decline over 5 years

-38.77%

-32.01%

-6.76%

Max Drawdown (10Y)

Largest decline over 10 years

-43.63%

-42.35%

-1.28%

Current Drawdown

Current decline from peak

-2.32%

-21.57%

+19.25%

Average Drawdown

Average peak-to-trough decline

-17.58%

-15.74%

-1.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.53%

12.94%

-6.41%

Volatility

JPM vs. T - Volatility Comparison

The current volatility for JPMorgan Chase & Co. (JPM) is 6.42%, while AT&T Inc. (T) has a volatility of 9.59%. This indicates that JPM experiences smaller price fluctuations and is considered to be less risky than T based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JPMTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.42%

9.59%

-3.17%

Volatility (6M)

Calculated over the trailing 6-month period

16.66%

19.91%

-3.25%

Volatility (1Y)

Calculated over the trailing 1-year period

22.17%

23.72%

-1.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.41%

24.38%

+0.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.31%

23.92%

+3.39%

Dividends

JPM vs. T - Dividend Comparison

JPM's dividend yield for the trailing twelve months is around 1.77%, less than T's 6.58% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
T
AT&T Inc.
6.58%4.47%4.87%6.62%6.66%8.46%7.23%5.22%7.01%5.04%4.51%5.46%

Financials

JPM vs. T - Financials Comparison

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


Quarterly
Annual

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


30.00B40.00B50.00B60.00B70.00B80.00B20222023202420252026
82.46B
33.47B
(JPM) Total Revenue
(T) Total Revenue
Values in USD except per share items

Frequently Asked Questions


JPM and T have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

T has higher volatility (9.59%) compared to JPM (6.42%). In terms of maximum drawdown, JPM dropped -76.16% vs T's -64.15%.

JPM currently has the higher Sharpe Ratio (0.84 vs -0.57), 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.

Portfolio Optimizer

Find the right allocation for JPM and T

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