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Charles Schwab vs JPMorgan: how alike they voted, 2023-2024

91.3% When both took a single position, they voted the same way on 91.3% of 3,815 items (3,482 the same, 333 different). 121 items where at least one of them split its funds are listed separately below. Both voted on 3,936 items in all.

Charles Schwab 2023-2024 · JPMorgan 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	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%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

9 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
AMERIPRISE FINANCIAL INC.	April 24, 2024	To approve the amendment of the Ameriprise Financial, Inc. Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance	Other	For	FOR 13 funds	Split 1 FOR, 26 AGAINST
BANK OF AMERICA CORP.	April 24, 2024	Shareholder proposal requesting independent board chair Corporate Governance	Other	Against	AGAINST 13 funds	Split 1 FOR, 34 AGAINST
CHUBB LIMITED	May 16, 2024	Shareholder proposal on pay gap reporting, if properly presented Diversity, Equity, and Inclusion	Other	Against	AGAINST 12 funds	Split 1 FOR, 28 AGAINST
FIRSTENERGY CORP.	May 22, 2024	Report on Feasibility of Integrating Climate-Related Measures into the Company's Compensation Plans Compensation	Other	Against	AGAINST 13 funds	Split 1 FOR, 6 AGAINST
GOLDMAN SACHS GROUP INC.	April 24, 2024	Shareholder Proposal Regarding a Policy for an Independent Chair Corporate Governance	Other	Against	AGAINST 13 funds	Split 1 FOR, 5 AGAINST
JACKSON FINANCIAL INC.	May 23, 2024	Adopt the Fourth Amended and Restated Certificate of Incorporation to update the exculpation provision and make ministerial changes to the Certificate Corporate Governance	Other	For	FOR 8 funds	Split 1 FOR, 4 AGAINST
SYNCHRONY FINANCIAL	June 11, 2024	Approval of an Amendment to the Company's Amended and Restated Certificate of Incorporation to Reflect Recently Amended Delaware Law Provisions Regarding Officer Exculpation. Corporate Governance	Other	For	FOR 13 funds	Split 1 FOR, 5 AGAINST
VALLEY NATIONAL BANCORP	May 21, 2024	A shareholder proposal to provide shareholders with the right to ratify executive termination pay if properly presented at the Annual Meeting of Shareholders. Compensation	Other	Against	FOR 10 funds	Split 1 FOR, 1 AGAINST
WESBANCO INC.	April 17, 2024	To consider and act upon such other matters as may properly come before the meeting or any adjournment thereof. Corporate Governance	Other	For	AGAINST 8 funds	Split 4 FOR, 1 AGAINST

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.