SPOK vs. JPM
SPOK (Spok Holdings, Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. SPOK operates in Health Information Services (Healthcare), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, SPOK returned 2.05%/yr vs 19.77%/yr for JPM. At a 0.28 correlation, their price movements are largely independent.
Performance
SPOK vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, SPOK achieves a -15.10% return, which is significantly lower than JPM's -5.73% return. Over the past 10 years, SPOK has underperformed JPM with an annualized return of 2.05%, while JPM has yielded a comparatively higher 19.77% annualized return.
SPOK
- 1D
- -3.29%
- 1M
- 1.12%
- YTD
- -15.10%
- 6M
- -14.65%
- 1Y
- -27.45%
- 3Y*
- 4.01%
- 5Y*
- 9.05%
- 10Y*
- 2.05%
JPM
- 1D
- -0.04%
- 1M
- -2.21%
- YTD
- -5.73%
- 6M
- -2.68%
- 1Y
- 15.18%
- 3Y*
- 31.87%
- 5Y*
- 15.45%
- 10Y*
- 19.77%
SPOK vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPOK Spok Holdings, Inc. | -15.10% | -10.96% | 12.06% | 107.98% | 2.88% | -11.89% | -4.22% | -4.21% | -12.37% | -22.32% |
JPM JPMorgan Chase & Co. | -5.73% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between SPOK and JPM is 0.06, 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 | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2004 | 0.28 |
Over the past year, the correlation between SPOK and JPM has dropped to 0.06 - well below their long-term average of 0.28, suggesting their price drivers have been diverging.
Fundamentals
SPOK:
$223.89M
JPM:
$840.48B
SPOK:
$0.60
JPM:
$21.08
SPOK:
17.55
JPM:
14.27
SPOK:
2.18
JPM:
1.58
SPOK:
1.63
JPM:
2.95
SPOK:
1.59
JPM:
2.44
SPOK:
$136.64M
JPM:
$285.09B
SPOK:
$113.27M
JPM:
$173.52B
SPOK:
$21.05M
JPM:
$81.46B
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Return for Risk
SPOK vs. JPM — Risk / Return Rank
SPOK
JPM
SPOK vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Spok Holdings, Inc. (SPOK) and JPMorgan Chase & Co. (JPM). 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.
| SPOK | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.14 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.69 | 0.99 | -1.68 |
| Martin ratioReturn relative to average drawdown | -1.13 | 2.36 | -3.49 |
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
| SPOK | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.93 | 0.71 | -1.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.64 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.06 | 0.72 | -0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.34 | -0.27 |
Drawdowns
SPOK vs. JPM - Drawdown Comparison
The maximum SPOK drawdown since its inception was -73.90%, roughly equal to the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for SPOK and JPM.
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Drawdown Indicators
| SPOK | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.90% | -76.16% | +2.26% |
Max Drawdown (1Y)Largest decline over 1 year | -39.88% | -15.47% | -24.41% |
Max Drawdown (3Y)Largest decline over 3 years | -39.88% | -24.42% | -15.46% |
Max Drawdown (5Y)Largest decline over 5 years | -39.88% | -38.77% | -1.11% |
Max Drawdown (10Y)Largest decline over 10 years | -62.99% | -43.63% | -19.36% |
Current DrawdownCurrent decline from peak | -37.82% | -9.63% | -28.19% |
Average DrawdownAverage peak-to-trough decline | -28.09% | -17.62% | -10.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.28% | 6.46% | +17.82% |
Volatility
SPOK vs. JPM - Volatility Comparison
Spok Holdings, Inc. (SPOK) and JPMorgan Chase & Co. (JPM) have volatilities of 6.60% and 6.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPOK | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 6.39% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 20.91% | 17.16% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.53% | 21.41% | +8.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.11% | 24.41% | +9.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.28% | 27.37% | +8.91% |
Dividends
SPOK vs. JPM - Dividend Comparison
SPOK's dividend yield for the trailing twelve months is around 11.80%, more than JPM's 1.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.96% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
SPOK Spok Holdings, Inc. | 11.80% | 9.48% | 7.79% | 8.07% | 15.26% | 5.36% | 4.49% | 4.09% | 3.77% | 3.19% | 3.61% | 3.41% |
Financials
SPOK vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Spok Holdings, Inc. and JPMorgan Chase & 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
SPOK vs. JPM - Profitability Comparison
SPOK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Spok Holdings, Inc. reported a gross profit of 25.50M and revenue of 33.23M. Therefore, the gross margin over that period was 76.7%.
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%.
SPOK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Spok Holdings, Inc. reported an operating income of 2.44M and revenue of 33.23M, resulting in an operating margin of 7.4%.
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%.
SPOK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Spok Holdings, Inc. reported a net income of 1.99M and revenue of 33.23M, resulting in a net margin of 6.0%.
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%.
Frequently Asked Questions
SPOK and JPM have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPOK has higher volatility (6.60%) compared to JPM (6.39%). In terms of maximum drawdown, SPOK dropped -73.90% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (0.71 vs -0.93), 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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