Home › Asset managers › Compare 2023-2024 › Dimensional vs JPMorgan
Dimensional 2023-2024 · JPMorgan 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 10,954 | 9,485 | 1,263 | 206 | 88.2% | 87.6% |
| Board proposals | 9,153 | 8,020 | 1,033 | 100 | 88.6% | 88.0% |
| E&S shareholder proposals | 257 | 148 | 15 | 94 | 90.8% | 84.7% |
| Other items | 1,544 | 1,317 | 215 | 12 | 86.0% | 85.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,469 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 | Dimensional | JPMorgan |
|---|---|---|---|---|---|---|
| REGIONAL MANAGEMENT CORP. | May 16, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 1 fund |
| RELAY THERAPEUTICS INC. | June 3, 2024 | To elect two class I directors to our board of directors, to serve until the 2027 annual meeting of stockholders and until his or her successor has been duly elected and qualified, or until his or her earlier death, resignation or removal: Sanjiv K. Patel, M.D. Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 4 funds |
| REMITLY GLOBAL INC. | June 12, 2024 | Election of Directors: Joshua Hug Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 9 funds |
| REMITLY GLOBAL INC. | June 12, 2024 | Election of Directors: Margaret Smyth Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 9 funds |
| REMITLY GLOBAL INC. | June 12, 2024 | Election of Directors: Matthew Oppenheimer Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 9 funds |
| REPLIGEN CORP. | May 16, 2024 | Advisory vote to approve the compensation paid to Repligen Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 5 funds |
| RETAIL OPPORTUNITY INVESTMENTS CORP. | April 23, 2024 | Election of Directors: Laura H. Pomerantz Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| REVOLUTION MEDICINES INC. | June 20, 2024 | To elect three Class I directors to hold office until the 2027 Annual Meeting of Stockholders or until his or her successor is elected: Elizabeth McKee Anderson Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 8 funds |
| RIOCAN REAL ESTATE INVESTMENT TRUST | June 4, 2024 | Advisory Vote on Executive Compensation Approach Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| RITHM CAPITAL CORP. | May 23, 2024 | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| ROBLOX CORP. | May 30, 2024 | Election of Class III Directors: Andrea Wong Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 1 fund |
| ROBLOX CORP. | May 30, 2024 | Election of Class III Directors: Anthony P. Lee Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 1 fund |
| ROCKET COMPANIES INC. | June 18, 2024 | Election of Class I Directors: Bill Emerson Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| ROCKET COMPANIES INC. | June 18, 2024 | Election of Class I Directors: Jennifer Gilbert Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| ROCKET COMPANIES INC. | June 18, 2024 | Election of Class I Directors: Jonathan Mariner Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| ROCKET LAB USA INC. | June 12, 2024 | Election of Class III Directors: Peter Beck Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 1 fund |
| ROGERS CORP. | May 1, 2024 | To elect eight directors to serve until the next Annual Meeting: Peter C. Wallace Director Elections |
Board | For | FOR 18 funds |
ABSTAIN 2 funds |
| ROKU INC. | June 6, 2024 | To elect three Class I directors to serve until the 2027 Annual Meeting of Stockholders: Ravi Ahuja Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 3 funds |
| RS GROUP PLC | July 13, 2023 | Approve Remuneration Report Compensation |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| RUSSEL METALS INC. | May 2, 2024 | Advisory Vote on Executive Compensation Approach Compensation |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| RXSIGHT INC. | June 6, 2024 | To elect three Class III directors to serve until the 2027 annual meeting of stockholders or until their successors are duly elected and qualified: Julie B. Andrews Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| SAF-HOLLAND SE | June 11, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| SAGE THERAPEUTICS INC. | June 10, 2024 | To elect two directors, Elizabeth Barrett and Geno Germano, each to serve as a Class I director until the 2027 Annual Meeting of Stockholders and until his or her successor is duly elected and qualified, subject to his or her earlier death, resignation, or removal: Elizabeth Barrett Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 6 funds |
| SANA BIOTECHNOLOGY INC. | June 6, 2024 | To elect three Class III directors to our Board of Directors, each to serve for a three-year term expiring at the 2027 annual meeting of stockholders or until his or her respective successor is duly elected and qualified. The three nominees for election are: Joshua H. Bilenker, M.D. Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 3 funds |
| SANGAMO THERAPEUTICS INC. | June 4, 2024 | To approve, on an advisory basis, the compensation of our named executive officers, or NEOs, as described in the accompanying Proxy Statement; Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SANMINA CORP. | March 11, 2024 | To approve, on an advisory (non-binding) basis, the compensation of Sanmina Corporation's named executive officers: Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 4 funds |
| SARTORIUS STEDIM BIOTECH SA | March 26, 2024 | Approve Compensation of Rene Faber, Vice-CEO from January 1, 2023 to March 27, 2023 Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| SCHNEIDER ELECTRIC SE | May 23, 2024 | Approve Compensation of Jean-Pascal Tricoire, Chairman and CEO fom January 1, 2023 until May 3, 2023 Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| SCHRODINGER INC. | June 18, 2024 | Election of Class I Directors to serve until the 2027 Annual Meeting of Stockholders: Ramy Farid Director Elections |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| SCOTTS MIRACLE-GRO CO. | January 22, 2024 | Approval of an amendment and restatement of The Scotts Miracle-Gro Company Long-Term Incentive Plan to increase the maximum number of common shares available for grant to participants. Compensation |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| SEABOARD CORP. | April 22, 2024 | Election of directors: Ellen S. Bresky Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 1 fund |
| SEABOARD CORP. | April 22, 2024 | Election of directors: Paul M. Squires Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 1 fund |
| SENTINELONE INC. | June 27, 2024 | Election of Directors: Aaron Hughes Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 4 funds |
| SENTINELONE INC. | June 27, 2024 | Election of Directors: Charlene T. Begley Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 4 funds |
| SENTINELONE INC. | June 27, 2024 | Election of Directors: Mark S. Peek Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 4 funds |
| SHIFT4 PAYMENTS INC. | June 7, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| SHIFT4 PAYMENTS INC. | June 7, 2024 | Election of Class I Directors: Jared Isaacman Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| SHIFT4 PAYMENTS INC. | June 7, 2024 | Election of Class I Directors: Karen Roter Davis Director Elections |
Board | For | WITHHOLD 13 funds |
ABSTAIN 1 fund |
| SHOALS TECHNOLOGIES GROUP INC. | May 2, 2024 | Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay" proposal). Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 11 funds |
| SHOALS TECHNOLOGIES GROUP INC. | May 2, 2024 | Election of Class III Director Nominees: Brad Forth Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 9 funds |
| SHOPIFY INC. | June 4, 2024 | Advisory Vote on Executive Compensation Approach Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| SHOPIFY INC. | June 4, 2024 | Elect Director Fidji Simo Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| SHOPIFY INC. | June 4, 2024 | Elect Director Gail Goodman Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| SHOPIFY INC. | June 4, 2024 | Elect Director Robert Ashe Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| SIEMENS HEALTHINEERS AG | April 18, 2024 | Elect Peter Koerte to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| SIERRA BANCORP | May 22, 2024 | To approve, on an advisory and non binding basis, the compensation paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 2 funds |
| SIGHT SCIENCES INC. | June 6, 2024 | Election of Class III Directors: David Badawi, M.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| SIGHT SCIENCES INC. | June 6, 2024 | Election of Class III Directors: Donald Zurbay Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| SIGHT SCIENCES INC. | June 6, 2024 | Election of Class III Directors: Tamara Fountain, M.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| SIRIUS REAL ESTATE LTD. | July 10, 2023 | Approve the Implementation Report on the Remuneration Policy Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| SIRIUS XM HOLDINGS INC. | May 22, 2024 | Election of Directors: Carl E. Vogel Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 5 funds |
| SIRIUS XM HOLDINGS INC. | May 22, 2024 | Election of Directors: David A. Blau Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 5 funds |
| SIRIUS XM HOLDINGS INC. | May 22, 2024 | Election of Directors: Gregory B. Maffei Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 5 funds |
| SIRIUS XM HOLDINGS INC. | May 22, 2024 | Election of Directors: James E. Meyer Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 5 funds |
| SIRIUS XM HOLDINGS INC. | May 22, 2024 | Election of Directors: Robin P. Hickenlooper Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 5 funds |
| SITIME CORP. | May 30, 2024 | To approve, on an advisory basis, the compensation of SiTime's named executive officers as disclosed in SiTime's proxy statement. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 4 funds |
| SKECHERS U.S.A. INC. | May 23, 2024 | Election of Directors: Morton Erlich Director Elections |
Board | For | WITHHOLD 16 funds |
ABSTAIN 3 funds |
| SKECHERS U.S.A. INC. | May 23, 2024 | Election of Directors: Robert Greenberg Director Elections |
Board | For | WITHHOLD 16 funds |
FOR 3 funds |
| SLEEP NUMBER CORP. | May 21, 2024 | Advisory Vote on Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| SMARTFINANCIAL INC. | May 23, 2024 | Election of Directors: David A. Ogle Director Elections |
Board | For | FOR 19 funds |
ABSTAIN 1 fund |
| SMARTSHEET INC. | June 18, 2024 | Election of Directors: Khozema Shipchandler Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| SMARTSHEET INC. | June 18, 2024 | Election of Directors: Michael Gregoire Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| SMARTSHEET INC. | June 18, 2024 | Election of Directors: Rowan Trollope Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| SOCIETE BIC SA | May 29, 2024 | Approve Compensation of Gonzalve Bich, CEO Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| SODEXO SA | December 15, 2023 | Approve Compensation of Sophie Bellon, Chairman and CEO Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| SOLARIS OILFIELD INFRASTRUCTURE INC. | May 14, 2024 | Election of Directors: Laurie H. Argo Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 1 fund |
| SOLARWINDS CORP. | May 23, 2024 | Election of Class III Directors: Cathleen Benko Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 1 fund |
| SOLARWINDS CORP. | May 23, 2024 | Election of Class III Directors: Dennis Howard Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 1 fund |
| SOLARWINDS CORP. | May 23, 2024 | Election of Class III Directors: Douglas Smith Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 1 fund |
| SOLID POWER INC. | May 22, 2024 | Approval, by a non-binding advisory vote, of the compensation of Solid Power Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| SONOS INC. | March 11, 2024 | Election of Directors: Patrick Spence Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 7 funds |
| SONOVA HOLDING AG | June 11, 2024 | Reelect Ronald van der Vis as Director Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| SOTERA HEALTH CO. | May 23, 2024 | Elect the following Class I nominees for director to hold office until the 2027 Annual Meeting of Shareholders and until their successors have been duly elected and qualified: Constantine S. Mihas Director Elections |
Board | For | AGAINST 12 funds |
FOR 1 fund |
| SOUTHWEST GAS HOLDINGS INC. | May 2, 2024 | Election of directors: Andrew J. Teno Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 7 funds |
| SPAR NORD BANK A/S | March 19, 2024 | Approve Remuneration Report (Advisory Vote) Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| SPHERE ENTERTAINMENT CO. | December 8, 2023 | Election of the following nominees as directors: Carl E. Vogel Director Elections |
Board | For | WITHHOLD 22 funds |
FOR 1 fund |
| SPHERE ENTERTAINMENT CO. | December 8, 2023 | Election of the following nominees as directors: Joel M. Litvin Director Elections |
Board | For | WITHHOLD 22 funds |
FOR 1 fund |
| SPHERE ENTERTAINMENT CO. | December 8, 2023 | Election of the following nominees as directors: John L. Sykes Director Elections |
Board | For | WITHHOLD 22 funds |
FOR 1 fund |
| SPHERE ENTERTAINMENT CO. | December 8, 2023 | Election of the following nominees as directors: Joseph J. Lhota Director Elections |
Board | For | WITHHOLD 22 funds |
FOR 1 fund |
| SPIRE INC. | January 25, 2024 | Election of Directors: Mark A. Borer Director Elections |
Board | For | FOR 12 funds |
ABSTAIN 4 funds |
| SPORTSMAN'S WAREHOUSE HOLDINGS INC. | May 30, 2024 | 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 20 funds |
FOR 1 fund |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Approve the directors' remuneration for the year 2024. Compensation |
Board | For | AGAINST 10 funds |
FOR 4 funds |
| SPRINKLR INC. | June 13, 2024 | To elect three Class III directors, each to hold office until our Annual Meeting of Stockholders in 2027: Trac Pham Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| SQUARESPACE INC. | June 4, 2024 | Election of Directors to serve until our 2025 Annual Meeting of Stockholders: Liza Landsman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| SQUARESPACE INC. | June 4, 2024 | Election of Directors to serve until our 2025 Annual Meeting of Stockholders: Michael Fleisher Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| STELLANTIS NV | April 16, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| STRABAG SE | June 14, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| SUESS MICROTEC SE | June 11, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SUN COUNTRY AIRLINES HOLDINGS INC. | June 12, 2024 | The election of Jude Bricker, Dave Davis, and Kerry Philipovitch to the Board as Class III Directors, in each case, for a term of three years expiring at the annual meeting of stockholders of the Company to be held in 2027: Jude Bricker Director Elections |
Board | For | WITHHOLD 16 funds |
FOR 1 fund |
| SUNCOR ENERGY INC. | May 7, 2024 | Advisory Vote on Executive Compensation Approach Compensation |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| SUPER MICRO COMPUTER INC. | January 22, 2024 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 7 funds |
| SUPERIOR PLUS CORP. | May 14, 2024 | Advisory Vote on Executive Compensation Approach Compensation |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| SUTRO BIOPHARMA INC. | June 6, 2024 | Election of Class III Directors: Daniel H. Petree Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 2 funds |
| SUTRO BIOPHARMA INC. | June 6, 2024 | Election of Class III Directors: Joseph M. Lobacki Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 2 funds |
| SWATCH GROUP AG | May 8, 2024 | Reappoint Georges Hayek as Member of the Compensation Committee Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| SWATCH GROUP AG | May 8, 2024 | Reappoint Nayla Hayek as Member of the Compensation Committee Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| SWATCH GROUP AG | May 8, 2024 | Reelect Georges Hayek as Director Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| SWATCH GROUP AG | May 8, 2024 | Reelect Nayla Hayek as Board Chair Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| SWATCH GROUP AG | May 8, 2024 | Reelect Nayla Hayek as Director Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| SWEETGREEN INC. | June 13, 2024 | Election of Directors: Jonathan Neman Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 5 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.