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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

207 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
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

← 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.