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Equitable vs JPMorgan: how alike they voted, 2023-2024

95.4% When both took a single position, they voted the same way on 95.4% of 9,711 items (9,268 the same, 443 different). 1,895 items where at least one of them split its funds are listed separately below. Both voted on 11,606 items in all.

Equitable 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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 11,6069,268443 1,89595.4%89.2%
Board proposals 9,4217,658276 1,48796.5%90.2%
E&S shareholder proposals 2678110 17689.0%76.8%
Other items 1,9181,529157 23290.7%86.2%

Where they did not vote alike

Everything Voted differently Split votes

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

1,487 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.

CompanyMeetingProposalOn the ballot from Board recommendedEquitableJPMorgan
MICROCHIP TECHNOLOGY INC. August 22, 2023 Proposal to ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm of Microchip for the fiscal year ending March 31, 2024.
Audit-related
Board For Split
24 FOR, 1 AGAINST
FOR
8 funds
MICROSOFT CORP. December 7, 2023 Ratification of the Selection of Deloitte & Touche LLP as our Independent Auditor for Fiscal Year 2024.
Audit-related
Board For Split
31 FOR, 1 AGAINST
FOR
45 funds
MICROSTRATEGY INC. May 22, 2024 To elect the following six (6) directors for the next year: Jarrod M. Patten
Director Elections
Board For Split
3 FOR, 5 WITHHOLD
FOR
6 funds
MICROSTRATEGY INC. May 22, 2024 To elect the following six (6) directors for the next year: Leslie J. Rechan
Director Elections
Board For Split
3 FOR, 5 WITHHOLD
FOR
6 funds
MICROSTRATEGY INC. May 22, 2024 To elect the following six (6) directors for the next year: Michael J. Saylor
Director Elections
Board For Split
3 FOR, 5 WITHHOLD
FOR
6 funds
MICROSTRATEGY INC. May 22, 2024 To elect the following six (6) directors for the next year: Phong Q. Le
Director Elections
Board For Split
3 FOR, 5 WITHHOLD
FOR
6 funds
MICROSTRATEGY INC. May 22, 2024 To elect the following six (6) directors for the next year: Stephen X. Graham
Director Elections
Board For Split
3 FOR, 5 WITHHOLD
FOR
6 funds
MID-AMERICA APARTMENT COMMUNITIES INC. May 21, 2024 Advisory (non-binding) vote to approve the compensation of our named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
19 funds
MID-AMERICA APARTMENT COMMUNITIES INC. May 21, 2024 Ratification of appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2024.
Audit-related
Board For Split
1 FOR, 1 AGAINST
FOR
17 funds
MIDDLESEX WATER CO. May 21, 2024 Election of Directors: Ann L. Noble
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
2 funds
MIDDLESEX WATER CO. May 21, 2024 Election of Directors: Dennis W. Doll
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
2 funds
MIDDLESEX WATER CO. May 21, 2024 Election of Directors: Kim C. Hanemann
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
2 funds
MIRATI THERAPEUTICS INC. December 13, 2023 To approve, by non-binding, advisory vote, compensation that may be paid or become payable by Mirati to its named executive officers in connection with the Merger.
Say-on-Pay
Board Contested Split
1 FOR, 4 AGAINST
AGAINST
2 funds
MODEL N INC. February 15, 2024 Election of Class II Directors: Baljit Dail
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
1 fund
MOELIS & CO. June 6, 2024 2024 Moelis Omnibus Incentive Plan.
Compensation
Board For Split
4 FOR, 3 AGAINST
FOR
7 funds
MOHAWK INDUSTRIES INC. May 23, 2024 Advisory vote to approve executive compensation, as disclosed in the Company's Proxy Statement for the 2024 Annual Meeting of Stockholders.
Say-on-Pay
Board For Split
17 FOR, 3 AGAINST
FOR
16 funds
MOHAWK INDUSTRIES INC. May 23, 2024 The election of three Directors for a term of three years and until their successors are elected and qualified: Bruce C. Bruckmann
Director Elections
Board For Split
3 FOR, 8 AGAINST
FOR
14 funds
MOLSON COORS BEVERAGE CO. May 15, 2024 Election of Directors: Charles M. Herington
Director Elections
Board For Split
10 FOR, 7 WITHHOLD
FOR
6 funds
MOLSON COORS BEVERAGE CO. May 15, 2024 Election of Directors: H. Sanford Riley
Director Elections
Board For Split
10 FOR, 7 WITHHOLD
FOR
6 funds
MOLSON COORS BEVERAGE CO. May 15, 2024 Election of Directors: Roger G. Eaton
Director Elections
Board For Split
10 FOR, 7 WITHHOLD
FOR
6 funds
MONCLER SPA April 24, 2024 Approve Second Section of the Remuneration Report
Compensation
Board For Split
2 FOR, 5 AGAINST
AGAINST
1 fund
MONDELEZ INTERNATIONAL INC. May 22, 2024 Ratification of the selection of PricewaterhouseCoopers LLP as Independent Registered Public Accountants for the fiscal year ending December 31, 2024;
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
33 funds
MONRO INC. August 15, 2023 Elect one director to Class 1 of the Board of Directors to serve the remainder of the Class 1 term and until her successor is duly elected and qualified at the 2024 annual meeting of shareholders; Lindsay N. Hyde
Director Elections
Board For Split
8 FOR, 1 WITHHOLD
FOR
1 fund
MONSTER BEVERAGE CORP. June 13, 2024 Proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
19 FOR, 3 AGAINST
FOR
25 funds
MONSTER BEVERAGE CORP. June 13, 2024 Proposal to elect ten Directors: Mark S. Vidergauz
Director Elections
Board For Split
21 FOR, 1 WITHHOLD
FOR
23 funds
MONSTER BEVERAGE CORP. June 13, 2024 Proposal to elect ten Directors: Rodney C. Sacks
Director Elections
Board For Split
21 FOR, 1 WITHHOLD
FOR
23 funds
MONTROSE ENVIRONMENTAL GROUP INC. May 7, 2024 To approve, on a non-binding and advisory basis, the compensation of our named executive officers ("Say on Pay").
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
3 funds
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 Split
18 FOR, 1 AGAINST
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
20 funds
Split
1 FOR, 6 AGAINST
MOVADO GROUP INC. June 20, 2024 Election of Directors: Ann Kirschner
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
MOVADO GROUP INC. June 20, 2024 Election of Directors: Maya Peterson
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
MOVADO GROUP INC. June 20, 2024 Election of Directors: Peter A. Bridgman
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
MOVADO GROUP INC. June 20, 2024 Election of Directors: Stephen Sadove
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
4 funds
MP MATERIALS CORP. June 11, 2024 Advisory vote to approve compensation paid to the Company's named executive officers.
Say-on-Pay
Board For Split
2 FOR, 4 AGAINST
AGAINST
3 funds
MSA SAFETY INC. May 10, 2024 Election of Directors for a term expiring in 2027: Luca Savi
Director Elections
Board For Split
3 FOR, 5 WITHHOLD
FOR
13 funds
MSA SAFETY INC. May 10, 2024 Election of Directors for a term expiring in 2027: Sandra Phillips Rogers
Director Elections
Board For Split
3 FOR, 5 WITHHOLD
FOR
13 funds
MUELLER INDUSTRIES INC. May 9, 2024 Election of Directors: Elizabeth Donovan
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
9 funds
MUELLER INDUSTRIES INC. May 9, 2024 Election of Directors: John B. Hansen
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
FOR
9 funds
MUELLER INDUSTRIES INC. May 9, 2024 Election of Directors: Scott J. Goldman
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
FOR
9 funds
MULTIPLAN CORP. April 24, 2024 Approval of the Amendment to the MultiPlan Corporation 2020 Omnibus Incentive Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
AGAINST
1 fund
N-ABLE INC. May 22, 2024 Election of Class III Directors: Ann Johnson
Director Elections
Board For Split
4 FOR, 4 WITHHOLD
FOR
1 fund
NABORS INDUSTRIES LTD. June 4, 2024 ELECTION OF DIRECTORS: James R. Crane
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
1 fund
NABORS INDUSTRIES LTD. June 4, 2024 ELECTION OF DIRECTORS: John Yearwood
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
1 fund
NABORS INDUSTRIES LTD. June 4, 2024 ELECTION OF DIRECTORS: Michael C. Linn
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
1 fund
NANOSONICS LTD. November 3, 2023 Approve Remuneration Report
Compensation
Board For Split
1 FOR, 1 AGAINST
FOR
2 funds
NASDAQ INC. June 11, 2024 Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
4 funds
NATHAN'S FAMOUS INC. September 12, 2023 Adoption, on an advisory basis, of a non-binding resolution approving the compensation of the Company's Named Executive Officers, as described in the proxy statement under "Executive Compensation"
Say-on-Pay
Board For Split
2 FOR, 5 AGAINST
AGAINST
1 fund
NATIONAL WESTERN LIFE GROUP INC. January 8, 2024 Approve, on an advisory (non- binding) basis, the compensation that may be paid or become payable to National Western Life Group, Inc.'s named executive officers that is based on or otherwise relates to the proposed merger.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
NATURE'S SUNSHINE PRODUCTS INC. May 1, 2024 Election of Directors: J. Christopher Teets
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
4 funds
NECESSITY RETAIL REIT INC. September 8, 2023 To approve the merger of RTL and GNL, which will be effected through a merger of RTL with and into Osmosis Sub I, LLC ("REIT Merger Sub"), a wholly owned subsidiary of GNL.
Extraordinary Transactions
Board For Split
3 FOR, 3 ABSTAIN
FOR
2 funds
NEOGENOMICS INC. May 23, 2024 Approval, on an advisory basis, of the Compensation Paid to the Company's Named Executive Officers.
Say-on-Pay
Board For Split
5 FOR, 3 AGAINST
AGAINST
7 funds
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 Split
5 FOR, 3 AGAINST
Split
3 FOR, 1 AGAINST
NEUROCRINE BIOSCIENCES INC. May 22, 2024 Election of Directors: George J. Morrow
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
20 funds
NEUROCRINE BIOSCIENCES INC. May 22, 2024 Election of Directors: Leslie V. Norwalk
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
20 funds
NEW FORTRESS ENERGY INC. June 11, 2024 Election of Class II Directors: Timothy W. Jay
Director Elections
Board For Split
1 FOR, 3 WITHHOLD
FOR
3 funds
NEW RELIC INC. November 1, 2023 To consider and vote on the proposal to adopt the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., Crewline Merger Sub, Inc., and New Relic, Inc. ("New Relic").
Extraordinary Transactions
Board For Split
3 FOR, 4 ABSTAIN
FOR
6 funds
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 Split
3 FOR, 4 AGAINST
Split
7 FOR, 1 AGAINST
NEW YORK COMMUNITY BANCORP INC. June 5, 2024 A proposal to amend the Amended and Restated Certificate of Incorporation of the Company to increase (a) the total number of shares of stock of all classes that the Company has authority to issue from 905,000,000 to 2,005,000,000 and (b) the number of authorized shares of common stock, par value $0.01 per share, of the Company from 900,000,000 to 2,000,000,000.
Capital Structure
Board For Split
2 FOR, 3 AGAINST
FOR
4 funds
NEWMARK GROUP INC. October 5, 2023 Election of Directors: Howard W. Lutnick
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
ABSTAIN
2 funds
NEWMARK GROUP INC. October 5, 2023 Election of Directors: Jay Itzkowitz
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
2 funds
NEWMARK GROUP INC. October 5, 2023 Election of Directors: Kenneth A. McIntyre
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
2 funds
NEWMARK GROUP INC. October 5, 2023 Election of Directors: Virginia S. Bauer
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
2 funds
NEWMONT CORP. October 11, 2023 To approve the issuance of shares of Newmont common stock to Newcrest shareholders pursuant to the Scheme and the Deed Poll as contemplated in the Transaction Agreement, dated May 15, 2023, as amended.
Extraordinary Transactions
Board For Split
9 FOR, 8 ABSTAIN
FOR
9 funds
NEXTDC LTD. November 24, 2023 Approve Remuneration Report
Compensation
Board For Split
1 FOR, 1 AGAINST
FOR
2 funds
NEXTDECADE CORP. June 3, 2024 To approve an amendment to the Company's 2017 Omnibus Incentive Plan, as amended, to increase the maximum number of shares available under such plan;
Compensation
Board For Split
5 FOR, 2 AGAINST
AGAINST
1 fund
NEXTDOOR HOLDINGS INC. June 18, 2024 Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
1 fund
NEXTGEN HEALTHCARE INC. November 7, 2023 To adopt the Agreement and Plan of Merger (as it may be amended from time to time, the "Merger Agreement"), dated as of September 5, 2023, by and among NextGen Healthcare, Inc. ("NextGen"), Next Holdco, LLC ("Parent") and Next Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub will be merged with and into NextGen, with NextGen surviving as a wholly owned subsidiary of Parent (the "Merger");
Extraordinary Transactions
Board For Split
5 FOR, 3 ABSTAIN
FOR
3 funds
NEXTIER OILFIELD SOLUTIONS INC August 30, 2023 Adoption of the Agreement and Plan of Merger, dated as of June 14, 2023 and amended as of July 27, 2023, by and among Patterson-UTI Energy, Inc.NexTier Oifield Solution Inc., Pecos Merger Sub Inc. and Pecos Second Merger Sub LLC.
Corporate Governance
Board For Split
4 FOR, 2 ABSTAIN
FOR
4 funds
NICE LTD July 17, 2023 REELECT DAVID KOSTMAN AS DIRECTOR
Director Elections
Board For Split
1 FOR, 5 AGAINST
FOR
3 funds
NICOLET BANKSHARES INC. May 20, 2024 Approval, on a non-binding advisory basis, of the compensation paid to Nicolet's named executive officers.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
1 fund
NIKOLA CORP. August 3, 2023 The approval of an amendment to the Nikola Corporation 2020 Stock Incentive Plan to increase the number of shares of common stock available for issuance thereunder by 30,000,000 shares, which is contingent on the approval of Proposal 2.
Compensation
Board For Split
4 FOR, 2 AGAINST
AGAINST
1 fund
NIKOLA CORP. June 5, 2024 The approval, on a non-binding advisory basis, of the compensation paid by us to our named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
2 funds
NORDIC AMERICAN TANKERS LIMITED November 16, 2023 Election of Director: Alexander Hansson
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
3 funds
NORSK HYDRO ASA May 7, 2024 Approve Remuneration Statement
Compensation
Board For Split
2 FOR, 4 AGAINST
FOR
2 funds
NORTHWEST NATURAL HOLDING CO. May 23, 2024 The election of four Class I directors for terms of three years: Hon. Dave McCurdy
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
5 funds
NORTHWEST NATURAL HOLDING CO. May 23, 2024 The election of four Class I directors for terms of three years: Malia H. Wasson
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
5 funds
NORTHWEST NATURAL HOLDING CO. May 23, 2024 The election of four Class I directors for terms of three years: Monica Enand
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
5 funds
NORTHWEST NATURAL HOLDING CO. May 23, 2024 The election of four Class I directors for terms of three years: Timothy P. Boyle
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
5 funds
NOVOCURE LTD. June 5, 2024 The approval of our 2024 Omnibus Incentive Plan
Compensation
Board For Split
2 FOR, 3 AGAINST
AGAINST
1 fund
NOVONESIS AS NOVOZYMES AS April 30, 2024 Approve Remuneration Report (Advisory Vote)
Compensation
Board For Split
1 FOR, 6 AGAINST
AGAINST
2 funds
NRG ENERGY INC. April 25, 2024 To approve, on a non-binding advisory basis, NRG Energy, Inc.'s executive compensation.
Say-on-Pay
Board For Split
8 FOR, 9 AGAINST
Split
4 FOR, 1 AGAINST
NRW HOLDINGS LTD. November 29, 2023 Approve Remuneration Report
Compensation
Board None Split
1 FOR, 1 AGAINST
AGAINST
2 funds
NUCOR CORP. May 9, 2024 Election of the eight nominees as directors: Laurette T. Koellner
Director Elections
Board Not determined Split
17 FOR, 2 WITHHOLD
FOR
13 funds
O'REILLY AUTOMOTIVE INC. May 16, 2024 Ratification of appointment of Ernst & Young LLP as independent auditors for the fiscal year ending December 31, 2024.
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
31 funds
OCCIDENTAL PETROLEUM CORP. May 2, 2024 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board Not determined FOR
18 funds
Split
1 FOR, 4 AGAINST
OLD DOMINION FREIGHT LINE INC. May 15, 2024 Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024.
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
13 funds
OOMA INC. June 6, 2024 To elect three Class III directors to hold office until the 2027 annual meeting of stockholders or until their respective successors are elected and qualified: Andrew H. Galligan
Director Elections
Board For Split
5 FOR, 1 WITHHOLD
FOR
2 funds
OPEN TEXT CORP. September 14, 2023 Advisory Vote on Executive Compensation Approach
Compensation
Board For Split
1 FOR, 1 AGAINST
AGAINST
2 funds
OPEN TEXT CORP. September 14, 2023 Elect Director Ann M. Powell
Director Elections
Board For Split
1 FOR, 1 AGAINST
FOR
1 fund
OPENLANE INC. June 7, 2024 To approve an amendment and restatement of the KAR Auction Services, Inc. Amended and Restated 2009 Omnibus Stock and Incentive Plan.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
2 funds
OPTIMIZERX CORP. June 5, 2024 Amendment to OptimizeRx Corporation 2021 Equity Incentive Plan to increase the aggregate number of shares of common stock available for awards by 1,950,000 shares to 4,450,000 shares.
Compensation
Board For Split
5 FOR, 2 AGAINST
AGAINST
2 funds
OPTION CARE HEALTH INC. May 15, 2024 To approve, on a non-binding advisory basis, our executive compensation.
Say-on-Pay
Board For AGAINST
11 funds
Split
6 FOR, 1 AGAINST
ORACLE CORP. November 15, 2023 Advisory Vote to Approve the Compensation of our Named Executive Officers
Say-on-Pay
Board For Split
9 FOR, 15 AGAINST
Split
34 FOR, 1 AGAINST
ORACLE CORP. November 15, 2023 Approve an Amendment to the Oracle Corporation Amended and Restated 2020 Equity Incentive Plan
Compensation
Board For Split
20 FOR, 5 AGAINST
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Awo Ablo
Director Elections
Board For Split
24 FOR, 1 WITHHOLD
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Bruce R. Chizen
Director Elections
Board For Split
7 FOR, 16 WITHHOLD
ABSTAIN
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Charles W. Moorman
Director Elections
Board For Split
11 FOR, 13 WITHHOLD
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: George H. Conrades
Director Elections
Board For Split
9 FOR, 15 WITHHOLD
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Jeffrey O. Henley
Director Elections
Board For Split
24 FOR, 1 WITHHOLD
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Jeffrey S. Berg
Director Elections
Board For Split
9 FOR, 14 WITHHOLD
ABSTAIN
33 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.