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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
ORACLE CORP. November 15, 2023 Election of Directors: Lawrence J. Ellison
Director Elections
Board For Split
24 FOR, 1 WITHHOLD
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Leon E. Panetta
Director Elections
Board For Split
8 FOR, 15 WITHHOLD
ABSTAIN
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Michael J. Boskin
Director Elections
Board For Split
24 FOR, 1 WITHHOLD
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Naomi O. Seligman
Director Elections
Board For Split
11 FOR, 13 WITHHOLD
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Renee J. James
Director Elections
Board For Split
24 FOR, 1 WITHHOLD
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Rona A. Fairhead
Director Elections
Board For Split
24 FOR, 1 WITHHOLD
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Safra A. Catz
Director Elections
Board For Split
24 FOR, 1 WITHHOLD
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: Vishal Sikka
Director Elections
Board For Split
24 FOR, 1 WITHHOLD
FOR
33 funds
ORACLE CORP. November 15, 2023 Election of Directors: William G. Parrett
Director Elections
Board For Split
9 FOR, 14 WITHHOLD
ABSTAIN
33 funds
ORIGIN MATERIALS INC. July 20, 2023 Advisory approval of our executive compensation
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
2 funds
ORIGIN MATERIALS INC. May 2, 2024 Advisory approval of our executive compensation; and
Say-on-Pay
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
ORKLA ASA April 18, 2024 Approve Remuneration Statement (Advisory Vote)
Compensation
Board For Split
3 FOR, 3 AGAINST
AGAINST
2 funds
ORMAT TECHNOLOGIES INC. May 8, 2024 To approve an amendment and restatement of the Company's 2018 Incentive Compensation Plan to increase the total number of shares reserved thereunder.
Compensation
Board For Split
12 FOR, 1 AGAINST
FOR
1 fund
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 Split
1 FOR, 7 AGAINST
Split
5 FOR, 1 AGAINST
OSCAR HEALTH INC. June 6, 2024 Election of Directors: David Plouffe
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
4 funds
OSCAR HEALTH INC. June 6, 2024 Election of Directors: Jeffery H. Boyd
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
4 funds
OSCAR HEALTH INC. June 6, 2024 Election of Directors: Joshua Kushner
Director Elections
Board For Split
7 FOR, 1 WITHHOLD
FOR
4 funds
OSCAR HEALTH INC. June 6, 2024 Election of Directors: Laura Lang
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
FOR
4 funds
OSHKOSH CORP. May 7, 2024 Approval of the 2024 Incentive Stock and Awards Plan.
Compensation
Board For Split
9 FOR, 1 AGAINST
FOR
3 funds
OTIS WORLDWIDE CORP. May 16, 2024 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
19 funds
OUTSET MEDICAL INC. May 29, 2024 Advisory vote to approve 2023 named executive officer compensation
Say-on-Pay
Board For Split
2 FOR, 3 AGAINST
AGAINST
5 funds
OVINTIV INC. May 2, 2024 Advisory Vote to Approve Compensation of Named Executive Officers
Say-on-Pay
Board Not determined FOR
11 funds
Split
6 FOR, 1 AGAINST
OWENS & MINOR INC. May 9, 2024 Approval of Amendment No. 1 to the Owens & Minor, Inc. 2023 Omnibus Incentive Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
2 funds
PACCAR INC April 30, 2024 Advisory resolution to approve executive compensation
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
11 funds
PACCAR INC April 30, 2024 Advisory vote on the ratification of independent auditors
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
9 funds
PACIRA BIOSCIENCES INC. June 11, 2024 Election of Directors: Mark Froimson
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
2 funds
PACWEST BANCORP November 22, 2023 Adoption of the Agreement and Plan of Merger, dated as of July 25, 2023, as it may be amended from time to time, by and among PacWest Bancorp ("PACW"), Banc of California, Inc. ("BANC") and Cal Merger Sub, Inc (the "merger agreement"), pursuant to which Cal Merger Sub, Inc. will merge with and into PACW with PACW as the surviving entity, and, immediately thereafter, PACW will merge with and into BANC with BANC as the surviving entity (the "mergers").
Extraordinary Transactions
Board For Split
3 FOR, 3 ABSTAIN
FOR
1 fund
PALADIN ENERGY LTD. November 15, 2023 Approve Remuneration Report
Compensation
Board For Split
1 FOR, 1 AGAINST
AGAINST
1 fund
PALANTIR TECHNOLOGIES INC. June 5, 2024 Election of Directors: Alexander Moore
Director Elections
Board For Split
1 FOR, 3 WITHHOLD
FOR
6 funds
PALANTIR TECHNOLOGIES INC. June 5, 2024 Election of Directors: Alexandra Schiff
Director Elections
Board For Split
1 FOR, 3 WITHHOLD
FOR
6 funds
PALANTIR TECHNOLOGIES INC. June 5, 2024 Election of Directors: Eric Woersching
Director Elections
Board For Split
1 FOR, 3 WITHHOLD
FOR
6 funds
PALANTIR TECHNOLOGIES INC. June 5, 2024 Election of Directors: Lauren Friedman Stat
Director Elections
Board For Split
1 FOR, 3 WITHHOLD
FOR
6 funds
PAR PACIFIC HOLDINGS INC. April 30, 2024 ELECTION OF DIRECTORS: Katherine Hatcher
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
ABSTAIN
3 funds
PARK NATIONAL CORP. April 22, 2024 Election of four directors, each to serve for a term of three years to expire at the 2027 Annual Meeting of Shareholders, and until his successor is duly elected and qualified, or until his earlier resignation, removal from office or death: F. William Englefield IV
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
1 fund
PATTERSON-UTI ENERGY INC. June 6, 2024 Election of Directors: James C. Stewart
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
FOR
6 funds
PAYCHEX INC. October 12, 2023 ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION
Say-on-Pay
Board For Split
17 FOR, 1 AGAINST
FOR
9 funds
PAYCOR HCM INC. October 31, 2023 To approve, on an advisory and non-binding basis, the compensation of Paycor's named executive officers, as disclosed in the Proxy Statement.
Say-on-Pay
Board For AGAINST
7 funds
Split
9 FOR, 1 AGAINST
PAYONEER GLOBAL INC. May 30, 2024 Election of Directors: Christopher (Woody) Marshall
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
1 fund
PAYONEER GLOBAL INC. May 30, 2024 Election of Directors: Pamela H. Patsley
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
1 fund
PAYPAL HOLDINGS INC. May 22, 2024 Approval of the PayPal Holdings, Inc. 2015 Equity Incentive Award Plan, as Amended and Restated.
Compensation
Board For Split
21 FOR, 1 AGAINST
AGAINST
4 funds
PC CONNECTION INC. May 15, 2024 To elect six directors to serve until the 2025 Annual Meeting of Stockholders: Barbara Duckett
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
2 funds
PDC ENERGY INC. August 4, 2023 To adopt the Agreement and Plan of Merger, dated as of May 21, 2023 (as may be amended from time to time, the "merger agreement"), by and among Chevron Corporation, Bronco Merger Sub Inc. and PDC Energy, Inc. ("PDC").
Extraordinary Transactions
Board For Split
4 FOR, 5 ABSTAIN
FOR
9 funds
PEAKSTONE REALTY TRUST June 18, 2024 Approval of an amendment to the Peakstone Realty Trust Second Amended and Restated Employee and Trustee Long-Term Incentive Plan as described in the proxy statement.
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
1 fund
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 Split
4 FOR, 2 AGAINST
Split
2 FOR, 1 AGAINST
PEARSON PLC April 26, 2024 Approve Remuneration Report
Compensation
Board For Split
4 FOR, 4 AGAINST
AGAINST
2 funds
PELOTON INTERACTIVE INC. December 7, 2023 Approval of an amendment to the Peloton Interactive, Inc. 2019 Equity Incentive Plan.
Compensation
Board For Split
1 FOR, 4 AGAINST
AGAINST
2 funds
PELOTON INTERACTIVE INC. December 7, 2023 Election of Directors: Pamela Thomas-Graham
Director Elections
Board For Split
1 FOR, 4 WITHHOLD
ABSTAIN
2 funds
PENTAIR PLC May 7, 2024 To ratify, by nonbinding, advisory vote, the appointment of Deloitte & Touche LLP as the independent auditor of Pentair plc and to authorize, by binding vote, the Audit and Finance Committee of the Board of Directors to set the auditor's remuneration.
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
4 funds
PENUMBRA INC. June 5, 2024 To elect the nominees for Class III director to serve until the 2027 Annual Meeting of Stockholders and until their successors are duly elected and qualified: Adam Elsesser
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
2 funds
PEPSICO INC. May 1, 2024 Ratification of appointment of KPMG LLP as our independent registered public accounting firm for fiscal year 2024.
Audit-related
Board Not determined Split
22 FOR, 1 AGAINST
FOR
25 funds
PERELLA WEINBERG PARTNERS May 22, 2024 To elect four directors to our Board of Directors: Elizabeth (Beth) Cogan Fascitelli
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
ABSTAIN
1 fund
PERELLA WEINBERG PARTNERS May 22, 2024 To elect four directors to our Board of Directors: Jane C. Sherburne
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
ABSTAIN
1 fund
PFIZER INC. April 25, 2024 2024 advisory approval of executive compensation
Say-on-Pay
Board For FOR
16 funds
Split
11 FOR, 1 AGAINST
PGT INNOVATIONS INC. March 18, 2024 To adopt the Agreement and Plan of Merger, dated as of January 16, 2024 (such agreement, as it may be amended from time to time, is referred to as the "merger agreement"), among PGTI, MIWD Holding Company LLC (referred to as "MITER"), and RMR MergeCo, Inc., an indirect wholly owned subsidiary of MITER (referred to as "Merger Sub"), pursuant to which, upon the terms and subject to the conditions of the merger agreement, Merger Sub will merge with and into PGTI (referred to as the "merger"), with PGTI surviving the merger and becoming a wholly owned subsidiary of MITER (referred to as the "merger agreement proposal");
Extraordinary Transactions
Board For Split
4 FOR, 1 ABSTAIN
FOR
2 funds
PGT INNOVATIONS INC. March 18, 2024 To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to PGTI's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal");
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
4 funds
PHILIP MORRIS INTERNATIONAL INC. May 8, 2024 Ratification of the Selection of Independent Auditors
Audit-related
Board For Split
19 FOR, 1 AGAINST
FOR
21 funds
PHYSICIANS REALTY TRUST February 21, 2024 Proposal to approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the named executive officers of Physicians Realty Trust in connection with the Company Merger; and
Say-on-Pay
Board For Split
4 FOR, 5 AGAINST
AGAINST
7 funds
PIEDMONT LITHIUM INC. June 13, 2024 Approval of the grant of up to 169,903 stock options to Mr. Keith Phillips.
Compensation
Board For Split
6 FOR, 2 AGAINST
AGAINST
1 fund
PIEDMONT LITHIUM INC. June 13, 2024 Approval of the grant of up to 257,442 performance stock units to Mr. Keith Phillips.
Compensation
Board For Split
6 FOR, 2 AGAINST
AGAINST
1 fund
PIEDMONT LITHIUM INC. June 13, 2024 Approval of the grant of up to 64,362 restricted stock units to Mr. Keith Phillips.
Compensation
Board For Split
6 FOR, 2 AGAINST
AGAINST
1 fund
PIEDMONT LITHIUM INC. June 13, 2024 Approval of, on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
3 funds
PIONEER NATURAL RESOURCES CO. February 7, 2024 The Advisory Compensation Proposal: To approve, on an advisory basis, the compensation that may be paid or become payable to Pioneer's named executive officers that is based on or otherwise related to the merger.
Say-on-Pay
Board For Split
6 FOR, 11 AGAINST
AGAINST
17 funds
PIONEER NATURAL RESOURCES CO. February 7, 2024 The Merger Agreement Proposal: To adopt the Agreement and Plan of Merger, dated October 10, 2023, among Exxon Mobil Corporation, SPQR, LLC and Pioneer Natural Resources Company.
Extraordinary Transactions
Board For Split
11 FOR, 7 ABSTAIN
FOR
15 funds
PIRAEUS FINANCIAL HOLDINGS SA June 28, 2024 Advisory Vote on Remuneration Report
Compensation
Board For Split
1 FOR, 1 AGAINST
AGAINST
2 funds
PJT PARTNERS INC. June 20, 2024 To elect the three nominees for Class III directors listed below, each to serve for a three-year term expiring at the 2027 annual meeting of shareholders (Proposal 1): James Costos
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
1 fund
PLANET FITNESS INC. April 30, 2024 Election of the two director nominees named in the proxy statement as set forth below: Bernard Acoca
Director Elections
Board For Split
3 FOR, 5 WITHHOLD
FOR
10 funds
PLYMOUTH INDUSTRIAL REIT INC. June 27, 2024 Election of Directors: Philip S. Cottone
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
7 funds
PLYMOUTH INDUSTRIAL REIT INC. June 27, 2024 Election of Directors: Richard J. DeAgazio
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
7 funds
PPG INDUSTRIES INC. April 18, 2024 APPROVE THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS ON AN ADVISORY BASIS
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
18 funds
PREMIER FINANCIAL CORP. April 30, 2024 Election of Directors: Marty E. Adams
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
5 funds
PREMIER INC. December 1, 2023 Election of Directors: John T. Bigalke
Director Elections
Board For Split
1 FOR, 3 WITHHOLD
FOR
5 funds
PREMIER INC. December 1, 2023 Election of Directors: Marc D. Miller
Director Elections
Board For Split
1 FOR, 3 WITHHOLD
FOR
5 funds
PRICESMART INC. February 1, 2024 Election of Directors: Leon C. Janks
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
FOR
2 funds
PRO MEDICUS LTD. November 20, 2023 Approve Remuneration Report
Compensation
Board For Split
1 FOR, 1 AGAINST
FOR
2 funds
PROCTER & GAMBLE CO. October 10, 2023 Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote)
Say-on-Pay
Board For Split
24 FOR, 1 AGAINST
FOR
33 funds
PROCTER & GAMBLE CO. October 10, 2023 Ratify Appointment of the Independent Registered Public Accounting Firm
Audit-related
Board For Split
25 FOR, 1 AGAINST
FOR
31 funds
PROGRESSIVE CORP. May 10, 2024 Ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2024;
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
37 funds
PROLOGIS INC. May 9, 2024 Ratification of the Appointment of KPMG LLP as the Company's Independent Registered Public Accounting Firm for the Year 2024.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
38 funds
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 Split
2 FOR, 4 AGAINST
Split
4 FOR, 2 AGAINST
PROTAGONIST THERAPEUTICS INC. June 20, 2024 To elect the Class II director nominees named below to hold office until the 2027 Annual Meeting of Stockholders and until their successors are duly elected and qualified: Sarah A. O'Dowd
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
PROTHENA CORPORATION PLC May 14, 2024 To approve an amendment to the Company's 2018 Long Term Incentive Plan to increase the number of ordinary shares available for issuance under that Plan by 2,000,000 ordinary shares.
Compensation
Board For Split
4 FOR, 3 AGAINST
AGAINST
4 funds
PRUDENTIAL PLC May 23, 2024 Approve Remuneration Report
Compensation
Board For Split
5 FOR, 4 AGAINST
FOR
3 funds
PTC THERAPEUTICS INC. June 18, 2024 Election of Four Class II Directors: Emma Reeve
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
3 funds
PTC THERAPEUTICS INC. June 18, 2024 Election of Four Class II Directors: Mary Smith
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
3 funds
PTC THERAPEUTICS INC. June 18, 2024 Election of Four Class II Directors: Michael Schmertzler
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
3 funds
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Ratification of the Appointment of Deloitte as Independent Auditor for 2024
Audit-related
Board For Split
19 FOR, 1 AGAINST
FOR
26 funds
PUBLIC STORAGE May 7, 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
23 FOR, 1 AGAINST
FOR
12 funds
QUALCOMM INC. March 5, 2024 Ratification of the selection of PricewaterhouseCoopers LLP as our independent public accountants for our fiscal year ending September 29, 2024.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
6 funds
QUALYS INC. June 12, 2024 Election of Directors: Jeffrey P. Hank
Director Elections
Board For Split
4 FOR, 5 WITHHOLD
FOR
10 funds
QUOTIENT TECHNOLOGY INC. September 1, 2023 To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Quotient Technology Inc.'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
4 FOR, 2 AGAINST
FOR
1 fund
R1 RCM INC. May 22, 2024 Election of Directors: Dominic Nakis
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
2 funds
R1 RCM INC. May 22, 2024 Election of Directors: Ian Sacks
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
2 funds
R1 RCM INC. May 22, 2024 Election of Directors: Michael C. Feiner
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
2 funds
RALPH LAUREN CORP. August 3, 2023 Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices described in the accompanying Proxy Statement.
Say-on-Pay
Board For Split
12 FOR, 7 AGAINST
FOR
16 funds
RALPH LAUREN CORP. August 3, 2023 Election of four (4) Class A Directors: Darren Walker
Director Elections
Board For Split
10 FOR, 9 WITHHOLD
FOR
14 funds
RANPAK HOLDINGS CORP. May 23, 2024 Company Proposal - Approval of a non-binding advisory resolution approving the compensation of named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
2 funds
RATIONAL AG May 8, 2024 Elect Clarissa Kaefer to the Supervisory Board
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
1 fund
RATIONAL AG May 8, 2024 Elect Werner Schwind to the Supervisory Board
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
1 fund
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
12 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
4 funds
Split
7 FOR, 1 AGAINST

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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.