Home › Asset managers › Compare 2023-2024 › Charles Schwab vs JPMorgan
Charles Schwab 2023-2024 · JPMorgan 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 3,936 | 3,482 | 333 | 121 | 91.3% | 90.4% |
| Board proposals | 3,140 | 2,933 | 137 | 70 | 95.5% | 94.6% |
| E&S shareholder proposals | 217 | 148 | 27 | 42 | 84.6% | 84.2% |
| Other items | 579 | 401 | 169 | 9 | 70.4% | 70.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
70 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Charles Schwab | JPMorgan |
|---|---|---|---|---|---|---|
| A. O. SMITH CORP. | April 9, 2024 | Proposal to approve, by nonbinding advisory vote, the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 17 funds |
Split 6 FOR, 1 AGAINST |
| ABBVIE INC. | May 3, 2024 | Say on Pay - An advisory vote on the approval of executive compensation Say-on-Pay |
Board | For | FOR 17 funds |
Split 31 FOR, 1 AGAINST |
| ALBERTSONS COMPANIES INC. | August 3, 2023 | Hold the annual, non-binding, advisory vote on our executive compensation program. Say-on-Pay |
Board | For | FOR 10 funds |
Split 1 FOR, 11 AGAINST |
| ALLOGENE THERAPEUTICS INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 7 FOR, 1 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | FOR 17 funds |
Split 37 FOR, 1 AGAINST |
| ARBOR REALTY TRUST INC. | May 22, 2024 | Advisory vote to approve the compensation of Arbor Realty Trust, Inc.'s named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 3 FOR, 1 AGAINST |
| ATRICURE INC. | May 13, 2024 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2024 Annual Meeting. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 1 FOR, 5 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Amending and restating the Bank of America Corporation Equity Plan Compensation |
Board | For | FOR 13 funds |
Split 34 FOR, 1 AGAINST |
| BOSTON PROPERTIES INC. | May 22, 2024 | To approve, by non-binding, advisory resolution, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 18 funds |
Split 11 FOR, 1 AGAINST |
| BROWN & BROWN INC. | May 8, 2024 | To approve, on an advisory basis, the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 7 FOR, 1 AGAINST |
| BURLINGTON STORES INC. | May 22, 2024 | Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 1 FOR, 23 AGAINST |
| CABLE ONE INC. | May 16, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2023. Say-on-Pay |
Board | For | FOR 11 funds |
Split 1 FOR, 5 AGAINST |
| CARRIER GLOBAL CORP. | April 18, 2024 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 16 funds |
Split 9 FOR, 1 AGAINST |
| CHEFS' WAREHOUSE INC. | May 10, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the 2024 Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
Split 1 FOR, 8 AGAINST |
| CITIGROUP INC. | April 30, 2024 | Approval of additional shares for, and a term extension and restatement of, the Citigroup 2019 Stock Incentive Plan. Compensation |
Board | For | FOR 12 funds |
Split 14 FOR, 1 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | Not determined | FOR 17 funds |
Split 30 FOR, 1 AGAINST |
| COHERENT CORP. | November 9, 2023 | Non-binding advisory vote to approve compensation paid to named executive officers in fiscal year 2023. Say-on-Pay |
Board | For | FOR 13 funds |
Split 1 FOR, 4 AGAINST |
| COMERICA INC. | April 23, 2024 | Approval of a Non-Binding, Advisory Proposal Approving Executive Compensation Say-on-Pay |
Board | For | FOR 17 funds |
Split 2 FOR, 4 AGAINST |
| COMMSCOPE HOLDING COMPANY INC. | May 9, 2024 | Non-binding, advisory vote to approve the compensation of our named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 9 funds |
Split 1 FOR, 2 AGAINST |
| CONAGRA BRANDS INC. | September 14, 2023 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | FOR 14 funds |
Split 1 FOR, 10 AGAINST |
| CONTEXTLOGIC INC. | June 18, 2024 | To approve, on an advisory basis, our executive compensation for the year ended December 31, 2023, as disclosed herein. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| COPART INC. | December 8, 2023 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2023 Say-on-Pay |
Board | For | FOR 16 funds |
Split 15 FOR, 1 AGAINST |
| CURTISS-WRIGHT CORP. | May 2, 2024 | An advisory (non-binding) vote to approve the compensation of the Company's named executive officers Say-on-Pay |
Board | For | FOR 14 funds |
Split 4 FOR, 1 AGAINST |
| DISCOVER FINANCIAL SERVICES | May 9, 2024 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| DUKE ENERGY CORP. | May 9, 2024 | Advisory vote to approve Duke Energy's named executive officer compensation Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 5 FOR, 1 AGAINST |
| DUPONT DE NEMOURS INC. | June 5, 2024 | Advisory Resolution to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 15 funds |
Split 1 FOR, 6 AGAINST |
| DYNEX CAPITAL INC. | May 17, 2024 | To approve, in an advisory and non-binding vote, the compensation of the Company's named executive officers as disclosed in the accompanying Proxy Statement; Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 3 FOR, 1 AGAINST |
| ENCORE WIRE CORP. | June 26, 2024 | The Compensation Proposal - To consider and approve, by advisory (non-binding) vote, compensation that will or may become payable by the Company to its named executive officers in connection with the merger contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 7 AGAINST |
| EPR PROPERTIES | May 29, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in these proxy materials. Say-on-Pay |
Board | For | FOR 12 funds |
Split 1 FOR, 7 AGAINST |
| FAIR ISAAC CORP. | February 14, 2024 | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 1 AGAINST |
| FIVE9 INC. | May 14, 2024 | To approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 11 funds |
Split 5 FOR, 1 AGAINST |
| FORD MOTOR CO. | May 9, 2024 | Say-on-Pay - An Advisory Vote to Approve the Compensation of the Named Executives. Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 5 FOR, 1 AGAINST |
| GE AEROSPACE | May 7, 2024 | Advisory Approval of Our Named Executives' Compensation Say-on-Pay |
Board | For | FOR 15 funds |
Split 4 FOR, 1 AGAINST |
| GILEAD SCIENCES INC. | May 8, 2024 | To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement Say-on-Pay |
Board | For | FOR 15 funds |
Split 9 FOR, 1 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 7 FOR, 1 AGAINST |
| H.B. FULLER CO. | April 11, 2024 | A non-binding advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
Split 10 FOR, 1 AGAINST |
| HANESBRANDS INC. | April 22, 2024 | To approve, on an advisory basis, named executive officer compensation as described in the proxy statement for the Annual Meeting Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| HANOVER INSURANCE GROUP INC. | May 14, 2024 | Advisory approval of the Company's executive compensation Say-on-Pay |
Board | For | FOR 12 funds |
Split 1 FOR, 3 AGAINST |
| HORIZON THERAPEUTICS PLC | July 27, 2023 | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 3 FOR, 1 AGAINST |
| INGEVITY CORP. | April 23, 2024 | Advisory vote on compensation of our Named Executive Officers (Say-on-Pay). Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 6 AGAINST |
| INNOVATIVE INDUSTRIAL PROPERTIES INC. | May 15, 2024 | Approval on a non-binding advisory basis of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 8 FOR, 1 AGAINST |
| INTERCONTINENTAL EXCHANGE INC. | May 17, 2024 | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 1 FOR, 19 AGAINST |
| IVERIC BIO INC. | July 6, 2023 | To approve, by non-binding, advisory vote, compensation that may be paid or become payable by IVERIC to its named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 1 FOR, 2 AGAINST |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Approval, in an Advisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement Say-on-Pay |
Board | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| MFA FINANCIAL INC. | June 4, 2024 | Approval of the advisory (non-binding) resolution to approve the Company's executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 6 AGAINST |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve, on an advisory (non-binding) basis, the compensation of our named executives. Say-on-Pay |
Board | For | FOR 17 funds |
Split 9 FOR, 1 AGAINST |
| MORGAN STANLEY | May 23, 2024 | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote) Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 17 FOR, 2 AGAINST |
| MOSAIC CO. | June 6, 2024 | An advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 1 FOR, 6 AGAINST |
| MR. COOPER GROUP INC. | May 23, 2024 | To conduct an advisory vote on named executive officer compensation Say-on-Pay |
Board | For | FOR 8 funds |
Split 6 FOR, 1 AGAINST |
| NETGEAR INC. | May 30, 2024 | Proposal to approve, on a non-binding advisory basis, a resolution approving the compensation of our Named Executive Officers in the Proxy Statement. Say-on-Pay |
Board | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| NEW RELIC INC. | November 1, 2023 | To consider and vote on the proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to New Relic's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 9 funds |
Split 7 FOR, 1 AGAINST |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2024 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 1 FOR, 4 AGAINST |
| OPTION CARE HEALTH INC. | May 15, 2024 | To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 6 FOR, 1 AGAINST |
| OSCAR HEALTH INC. | June 6, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 5 FOR, 1 AGAINST |
| OVINTIV INC. | May 2, 2024 | Advisory Vote to Approve Compensation of Named Executive Officers Say-on-Pay |
Board | Not determined | FOR 14 funds |
Split 6 FOR, 1 AGAINST |
| PEAKSTONE REALTY TRUST | June 18, 2024 | Approval of, on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers as described in the proxy statement; and Say-on-Pay |
Board | For | FOR 10 funds |
Split 2 FOR, 1 AGAINST |
| PFIZER INC. | April 25, 2024 | 2024 advisory approval of executive compensation Say-on-Pay |
Board | For | FOR 17 funds |
Split 11 FOR, 1 AGAINST |
| PROSPERITY BANCSHARES INC. | April 16, 2024 | Advisory approval of the compensation of the Company's named executive officers (Say-On-Pay). Say-on-Pay |
Board | For | FOR 13 funds |
Split 4 FOR, 2 AGAINST |
| RB GLOBAL INC. | May 7, 2024 | Approval, on an advisory basis, of a non-binding resolution on the compensation of the Company's named executive officers as described in the Company's definitive proxy statement. Say-on-Pay |
Board | For | FOR 13 funds |
Split 1 FOR, 8 AGAINST |
| RBC BEARINGS INC. | September 7, 2023 | To consider a resolution regarding the stockholder advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 7 FOR, 1 AGAINST |
| REXFORD INDUSTRIAL REALTY INC. | June 11, 2024 | The advisory resolution to approve the Company's named executive officer compensation for the fiscal year ended December 31, 2023, as described in the Rexford Industrial Realty, Inc. Proxy Statement. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 13 FOR, 1 AGAINST |
| SEI INVESTMENTS CO. | May 29, 2024 | To approve, on an advisory basis, the compensation of named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 4 FOR, 1 AGAINST |
| SIMMONS FIRST NATIONAL CORP. | April 23, 2024 | To adopt the following non-binding resolution approving the compensation of the named executive officers of the Company: "RESOLVED, that the compensation paid to the Company's named executive officers, as disclosed in the proxy statement pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, the compensation tables, and narrative discussion, is hereby APPROVED." Say-on-Pay |
Board | For | FOR 9 funds |
Split 1 FOR, 5 AGAINST |
| SKYWORKS SOLUTIONS INC. | May 14, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Company's Proxy Statement. Say-on-Pay |
Board | For | FOR 15 funds |
Split 1 FOR, 7 AGAINST |
| STARBUCKS CORP. | March 13, 2024 | To approve, on a nonbinding, advisory basis, the compensation paid to Starbucks named executive officers ("say-on-pay"). Say-on-Pay |
Board | Contested | FOR 17 funds |
Split 9 FOR, 1 AGAINST |
| TECHTARGET INC. | June 4, 2024 | To approve an advisory (non-binding) resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 2 FOR, 1 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | Not determined | FOR 16 funds |
Split 1 FOR, 16 AGAINST |
| VIATRIS INC. | December 15, 2023 | Approval of, on a non-binding advisory basis, the 2022 compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | FOR 17 funds |
Split 1 FOR, 7 AGAINST |
| WARRIOR MET COAL INC. | April 25, 2024 | MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | FOR 8 funds |
Split 6 FOR, 1 ABSTAIN |
| WHITESTONE REIT | May 14, 2024 | To approve, in an advisory (non-binding) vote, the compensation of our named executive officers (as defined in the accompanying Proxy Statement). Say-on-Pay |
Board | Contested | FOR 3 funds |
Split 2 FOR, 1 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.