JPM-P-L vs AMP

Comparison between JPMorgan Chase & Company (JPM-P-L, Company) and Ameriprise Financial Inc (AMP, Company).

5-Year PerformanceAMP has outperformed JPM-P-L, delivering a return of +18.0% compared to -1.9%

JPM-P-L vs AMP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-L(COMPANY)	AMP(COMPANY)
Market Cap	$51B	$52B
Max Drawdown	33.43%	81.52%
Sharpe Ratio	-0.96	0.40
5Y Beta	N/A	1.06
Industry	N/A	Asset Management
P/E Ratio	0.86	13.36
Forward P/E	N/A	12.38
PEG Ratio	0.09	0.29
Dividend Yield	N/A	1.16%
5Y Dividends CAGR	34.83%	14.05%
5Y EPS CAGR	15.42%	24.55%
Debt to Equity	18.69%	0.00%
Free Cash Flow Yield	N/A	15.84%
P/S Ratio	N/A	2.54
P/B Ratio	N/A	7.74

Market Cap

JPM-P-L

$51B

Winner

AMP

$52B

Max Drawdown

Winner

JPM-P-L

33.43%

AMP

81.52%

Sharpe Ratio

JPM-P-L

-0.96

Winner

AMP

0.40

5Y Beta

JPM-P-L

N/A

AMP

1.06

Industry

JPM-P-L

N/A

AMP

Asset Management

P/E Ratio

Winner

JPM-P-L

0.86

AMP

13.36

Forward P/E

JPM-P-L

N/A

AMP

12.38

PEG Ratio

Winner

JPM-P-L

0.09

AMP

0.29

Dividend Yield

JPM-P-L

N/A

AMP

1.16%

5Y Dividends CAGR

Winner

JPM-P-L

34.83%

AMP

14.05%

5Y EPS CAGR

JPM-P-L

15.42%

Winner

AMP

24.55%

Debt to Equity

JPM-P-L

18.69%

Winner

AMP

0.00%

Free Cash Flow Yield

JPM-P-L

N/A

AMP

15.84%

P/S Ratio

JPM-P-L

N/A

AMP

2.54

P/B Ratio

JPM-P-L

N/A

AMP

7.74

JPM-P-L vs AMP - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-L	AMP
1 month	-2.19%	+5.48%
3 months	-1.77%	+23.69%
6 months	-6.89%	+18.58%
1 year	-4.41%	+11.42%
5 years(CAGR)	-1.90%	+17.95%
10 years(CAGR)	N/A	+21.47%
Max(CAGR)	-0.69%	+16.06%

JPM-P-L

-2.19%

Winner

AMP

+5.48%

JPM-P-L

-1.77%

Winner

AMP

+23.69%

JPM-P-L

-6.89%

Winner

AMP

+18.58%

JPM-P-L

-4.41%

Winner

AMP

+11.42%

5Y(CAGR)

JPM-P-L

-1.90%

Winner

AMP

+17.95%

10Y(CAGR)

JPM-P-L

N/A

AMP

+21.47%

Max(CAGR)

JPM-P-L

-0.69%

Winner

AMP

+16.06%

JPM-P-L vs AMP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-L	AMP
2026	-5.15%	+13.61%
2025	-0.62%	-6.29%
2024	+5.56%	+42.40%
2023	+15.50%	+24.25%
2022	-23.38%	+4.08%
2021	+6.90%	+63.12%
2020	N/A	+17.92%
2019	N/A	+58.53%
2018	N/A	-37.00%
2017	N/A	+55.09%
2016	N/A	+9.97%
2015	N/A	-17.74%
2014	N/A	+18.42%
2013	N/A	+80.65%
2012	N/A	+24.93%
2011	N/A	-14.97%
2010	N/A	+46.61%
2009	N/A	+65.91%
2008	N/A	-57.16%
2007	N/A	+0.74%
2006	N/A	+30.70%
2005	N/A	+11.11%

JPM-P-L vs AMP Drawdown Comparison

The maximum drawdown for JPM-P-L was -27.73%, occurring on May 9, 2022. Recovery took 716 trading sessions.

The maximum drawdown for AMP was -81.14%, occurring on Nov 21, 2008. Recovery took 843 trading sessions.

The current JPM-P-L drawdown is -13.21%. The current AMP drawdown is -2.64%.

Rank	JPM-P-L	AMP
#1	-27.73% Nov 5, 2021 - Sep 13, 2024	-81.14% Oct 9, 2007 - Feb 11, 2011
#2	-15.14% Sep 26, 2024 - May 21, 2025	-53.88% Feb 20, 2020 - Nov 9, 2020
#3	-2.62% Sep 22, 2021 - Nov 4, 2021	-45.02% Jan 12, 2018 - Feb 4, 2020
#4	-2.16% Jul 7, 2021 - Sep 16, 2021	-43.27% Feb 13, 2015 - Feb 21, 2017
#5	-0.72% Jun 10, 2021 - Jun 23, 2021	-41.83% Feb 18, 2011 - Dec 7, 2012
#6	-0.69% May 28, 2021 - Jun 9, 2021	-31.53% Jan 14, 2022 - Nov 10, 2022
#7	-0.49% Sep 16, 2021 - Sep 22, 2021	-26.39% Jan 29, 2025 - Aug 11, 2026
#8	-0.44% May 17, 2021 - May 21, 2021	-20.80% Feb 13, 2023 - Jul 20, 2023
#9	-0.39% Sep 19, 2024 - Sep 26, 2024	-17.82% Jun 19, 2007 - Oct 9, 2007
#10	-0.04% Sep 17, 2024 - Sep 19, 2024	-17.24% Apr 27, 2006 - Oct 20, 2006
#11	N/A	-14.40% Sep 2, 2014 - Nov 4, 2014
#12	N/A	-14.20% Sep 26, 2005 - Nov 9, 2005
#13	N/A	-13.61% Jul 20, 2023 - Dec 1, 2023
#14	N/A	-13.32% Feb 22, 2007 - May 31, 2007
#15	N/A	-12.37% Jan 8, 2014 - Jun 3, 2014

Correlation

Correlation between JPM-P-L and AMP is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38

-101

Dividend Comparison (2005 - 2026)

JPM-P-L vs AMP dividend yield comparison.

Year	JPM-P-L	AMP
2026	4.82%	0.90%
2025	5.89%	1.28%
2024	5.55%	1.09%
2023	5.54%	1.40%
2022	6.14%	1.57%
2021	2.35%	1.47%
2020	0.00%	2.10%
2019	0.00%	2.29%
2018	0.00%	3.38%
2017	0.00%	1.91%
2016	0.00%	2.63%
2015	0.00%	2.43%
2014	0.00%	1.71%
2013	0.00%	1.75%
2012	0.00%	2.28%
2011	0.00%	1.75%
2010	0.00%	1.23%
2009	0.00%	1.75%
2008	0.00%	2.74%
2007	0.00%	1.02%
2006	0.00%	0.81%
2005	0.00%	0.27%