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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
REATA PHARMACEUTICALS INC. September 21, 2023 To approve and adopt the Agreement and Plan of Merger, dated as of July 28, 2023, as such agreement may be amended from time to time (the "Merger Agreement"), by and among Biogen Inc., a Delaware corporation ("Biogen"), River Acquisition, Inc., a Delaware corporation and wholly-owned subsidiary of Biogen ("Merger Sub"), and Reata Pharmaceuticals, Inc. ("Reata"), pursuant to which Merger Sub will be merged with and into Reata, with Reata surviving as a wholly-owned subsidiary of Biogen (the "Merger").
Extraordinary Transactions
Board For Split
4 FOR, 3 ABSTAIN
FOR
3 funds
REATA PHARMACEUTICALS INC. September 21, 2023 To approve, on an advisory, non-binding basis, compensation that will or may be paid or become payable to Reata's named executive officers in connection with the Merger contemplated by the Merger Agreement.
Say-on-Pay
Board For Split
1 FOR, 7 AGAINST
AGAINST
5 funds
RECORDATI SPA April 22, 2024 Approve Second Section of the Remuneration Report
Compensation
Board For Split
3 FOR, 4 AGAINST
AGAINST
2 funds
RECURSION PHARMACEUTICALS INC. June 3, 2024 Election of Directors: Dean Y. Li, M.D., Ph.D.
Director Elections
Board For Split
1 FOR, 7 WITHHOLD
FOR
3 funds
RED ROCK RESORTS INC. May 30, 2024 Election of 5 director nominees: Lorenzo J. Fertitta
Director Elections
Board For Split
5 FOR, 3 WITHHOLD
FOR
1 fund
REGENXBIO INC. May 31, 2024 Election of Three Class III Directors: David C. Stump, M.D.
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
4 funds
REGENXBIO INC. May 31, 2024 Election of Three Class III Directors: George Migausky
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
4 funds
REMITLY GLOBAL INC. June 12, 2024 Election of Directors: Joshua Hug
Director Elections
Board For Split
6 FOR, 1 WITHHOLD
FOR
9 funds
REMITLY GLOBAL INC. June 12, 2024 Election of Directors: Margaret Smyth
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
9 funds
REMITLY GLOBAL INC. June 12, 2024 Election of Directors: Matthew Oppenheimer
Director Elections
Board For Split
6 FOR, 1 WITHHOLD
FOR
9 funds
RENASANT CORP. April 23, 2024 Election of four Class 1 directors: Albert J. Dale, III
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
3 funds
RENASANT CORP. April 23, 2024 Election of four Class 1 directors: Connie L. Engel
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
3 funds
RENASANT CORP. April 23, 2024 Election of four Class 1 directors: Donald Clark, Jr.
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
3 funds
RESMED INC. November 16, 2023 Approve, on an advisory basis, the compensation paid to our named executive officers, as disclosed in the proxy statement ("say-on-pay").
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
11 funds
RESMED INC. November 16, 2023 Ratify our selection of KPMG LLP as our independent registered public accounting firm for the fiscal year ending June 30, 2024.
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
9 funds
RETAIL OPPORTUNITY INVESTMENTS CORP. April 23, 2024 Approval, on an advisory basis, of the compensation of the Company's named executive officers as described in the 2024 Proxy Statement.
Say-on-Pay
Board For FOR
8 funds
Split
1 FOR, 7 AGAINST
REVANCE THERAPEUTICS INC. May 1, 2024 Approval of, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement..
Say-on-Pay
Board For FOR
7 funds
Split
1 FOR, 6 AGAINST
REVANCE THERAPEUTICS INC. May 1, 2024 Election of Directors: Angus C. Russell
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
5 funds
REVANCE THERAPEUTICS INC. May 1, 2024 Election of Directors: Julian S. Gangolli
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
5 funds
REVANCE THERAPEUTICS INC. May 1, 2024 Election of Directors: Olivia C. Ware
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
5 funds
REVOLUTION MEDICINES INC. November 8, 2023 To approve the issuance of shares of Revolution Medicines common stock (including securities convertible into or exercisable for shares of Revolution Medicines common stock) to certain equityholders of EQRX, Inc., which is referred to as EQRX, pursuant to the Agreement and Plan of Merger, dated as of July 31, 2023 (as it may be amended from time to time), by and among Revolution Medicines, Equinox Merger Sub I, Inc., Equinox Merger Sub II LLC, and EQRX, which proposal is referred to as the Revolution Medicines share issuance proposal; and
Extraordinary Transactions
Board For Split
4 FOR, 3 ABSTAIN
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 Split
4 FOR, 4 WITHHOLD
FOR
8 funds
REXFORD INDUSTRIAL REALTY INC. June 11, 2024 The advisory resolution to approve the Company's named executive officer compensation for the fiscal year ended December 31, 2023, as described in the Rexford Industrial Realty, Inc. Proxy Statement.
Say-on-Pay
Board For Split
2 FOR, 5 AGAINST
Split
13 FOR, 1 AGAINST
RH June 27, 2024 Election of Directors: Carlos Alberini
Director Elections
Board For Split
4 FOR, 7 WITHHOLD
FOR
2 funds
RH June 27, 2024 Election of Directors: Gary Friedman
Director Elections
Board For Split
11 FOR, 1 WITHHOLD
FOR
2 funds
RH June 27, 2024 Election of Directors: Keith Belling
Director Elections
Board For Split
4 FOR, 7 WITHHOLD
FOR
2 funds
RITHM CAPITAL CORP. May 23, 2024 Election of Directors: Kevin J. Finnerty
Director Elections
Board For Split
1 FOR, 3 WITHHOLD
FOR
4 funds
RITHM CAPITAL CORP. May 23, 2024 Election of Directors: Patrice M. Le Melle
Director Elections
Board For Split
1 FOR, 3 WITHHOLD
FOR
4 funds
ROBLOX CORP. May 30, 2024 Election of Class III Directors: Andrea Wong
Director Elections
Board For Split
1 FOR, 4 WITHHOLD
FOR
1 fund
ROBLOX CORP. May 30, 2024 Election of Class III Directors: Anthony P. Lee
Director Elections
Board For Split
1 FOR, 4 WITHHOLD
FOR
1 fund
ROCKET COMPANIES INC. June 18, 2024 Election of Class I Directors: Jonathan Mariner
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
4 funds
ROCKWELL AUTOMATION INC. February 6, 2024 To approve the selection of Deloitte & Touche LLP as the Corporation's independent registered public accounting firm for fiscal 2024.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
8 funds
ROGERS CORP. May 1, 2024 To elect eight directors to serve until the next Annual Meeting: Peter C. Wallace
Director Elections
Board For Split
4 FOR, 4 WITHHOLD
ABSTAIN
2 funds
ROPER TECHNOLOGIES INC. June 12, 2024 Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2024;
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
9 funds
ROVER GROUP INC. February 22, 2024 To adopt the Agreement and Plan of Merger, dated as of November 29, 2023 (as it may be amended from time to time, the "Merger Agreement"), by and among Rover Group, Inc. ("Rover"), Biscuit Parent, LLC ("Parent") and Biscuit Merger Sub, LLC ("Merger Sub"), and approve the merger of Merger Sub with and into Rover (the "Merger") with Rover continuing as the surviving corporation and a wholly owned direct Subsidiary of Parent.
Extraordinary Transactions
Board For Split
5 FOR, 2 ABSTAIN
FOR
1 fund
ROYALTY PHARMA PLC June 6, 2024 Approve on a non-binding advisory basis our U.K. directors' remuneration report (other than the part containing the directors' remuneration policy) for the fiscal year ended December 31, 2023.
Compensation
Board For FOR
5 funds
Split
1 FOR, 9 AGAINST
RPM INTERNATIONAL INC. October 5, 2023 Election of Directors: Frederick R. Nance
Director Elections
Board For Split
4 FOR, 5 WITHHOLD
FOR
7 funds
RPM INTERNATIONAL INC. October 5, 2023 Election of Directors: Robert A. Livingston
Director Elections
Board For Split
4 FOR, 5 WITHHOLD
FOR
7 funds
RPM INTERNATIONAL INC. October 5, 2023 Election of Directors: William B. Summers, Jr.
Director Elections
Board For Split
4 FOR, 5 WITHHOLD
FOR
7 funds
RPT REALTY December 12, 2023 Compensation Proposal: To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to RPT's named executive officers that is based on or otherwise related to the company merger and the other transactions contemplated by the merger agreement.
Say-on-Pay
Board For Split
3 FOR, 3 AGAINST
AGAINST
7 funds
RPT REALTY December 12, 2023 Merger Proposal: To approve, pursuant to the Agreement and Plan of Merger, dated as of August 28, 2023 (the "merger agreement"), by and among Kimco Realty Corporation ("Kimco"), Kimco Realty OP, LLC, Tarpon Acquisition, Sub, LLC, a directly wholly owned subsidiary of Kimco ("Merger Sub"), Tarpon OP Acquisition Sub, LLC, RPT Realty ("RPT") and RPT Realty, L.P., the merger of RPT with and into Merger Sub, with Merger Sub being the surviving entity (the "company merger"), and other transactions contemplated by the merger agreement.
Extraordinary Transactions
Board For Split
3 FOR, 3 ABSTAIN
FOR
6 funds
RTX CORP. May 2, 2024 Appointment of PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2024
Audit-related
Board Not determined Split
18 FOR, 1 AGAINST
FOR
26 funds
RUSH ENTERPRISES INC. May 21, 2024 Election of Directors: Dr. Kennon H. Guglielmo
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
7 funds
RUSH ENTERPRISES INC. May 21, 2024 Election of Directors: Elaine Mendoza
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
7 funds
RUSH ENTERPRISES INC. May 21, 2024 Election of Directors: Raymond J. Chess
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
7 funds
RUSH ENTERPRISES INC. May 21, 2024 Election of Directors: Thomas A. Akin
Director Elections
Board For Split
2 FOR, 3 WITHHOLD
FOR
7 funds
RUSH ENTERPRISES INC. May 21, 2024 Election of Directors: Troy A. Clarke
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
7 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 Split
3 FOR, 2 WITHHOLD
FOR
1 fund
S&T BANCORP INC. May 14, 2024 ELECTION OF DIRECTORS TO SERVE TERMS EXPIRING IN 2025: Frank J. Palermo, Jr.
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
1 fund
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 Split
1 FOR, 3 WITHHOLD
FOR
6 funds
SALESFORCE INC. June 27, 2024 Amendment and restatement of our 2013 Equity Incentive Plan to increase the number of shares reserved for issuance and extend the plan term.
Compensation
Board For Split
26 FOR, 1 AGAINST
FOR
31 funds
SANDFIRE RESOURCES LTD. November 29, 2023 Approve Remuneration Report
Compensation
Board For Split
1 FOR, 1 AGAINST
AGAINST
2 funds
SANDVIK AB April 29, 2024 APPROVE PERFORMANCE SHARE MATCHING PLAN LTIP 2024 FOR KEY EMPLOYEES
Compensation
Board For Split
4 FOR, 2 AGAINST
FOR
6 funds
SANDVIK AB April 29, 2024 REELECT HELENA STJERNHOLM AS DIRECTOR
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
6 funds
SARTORIUS STEDIM BIOTECH SA March 26, 2024 Approve Compensation of Rene Faber, CEO from March 28, 2023 to December 31, 2023
Compensation
Board For Split
1 FOR, 7 AGAINST
AGAINST
2 funds
SCHNITZER STEEL INDUSTRIES INC. January 30, 2024 Election of directors: Michael W. Sutherlin
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
6 funds
SCORPIO TANKERS INC. May 30, 2024 Elect Director Robert Bugbee
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
WITHHOLD
2 funds
SEABOARD CORP. April 22, 2024 Election of directors: Douglas W. Baena
Director Elections
Board For Split
2 FOR, 1 WITHHOLD
FOR
1 fund
SEACOAST BANKING CORPORATION OF FLORIDA May 21, 2024 Elect Directors: Christopher E. Fogal
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
4 funds
SEACOAST BANKING CORPORATION OF FLORIDA May 21, 2024 Elect Directors: H. Gilbert Culbreth, Jr.
Director Elections
Board For Split
2 FOR, 2 WITHHOLD
FOR
4 funds
SEACOAST BANKING CORPORATION OF FLORIDA May 21, 2024 Elect Directors: Jacqueline L. Bradley
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
4 funds
SEAGATE TECHNOLOGY HOLDINGS PLC October 23, 2023 Approve, in an Advisory, Non-binding Vote, the Compensation of the Company's Named Executive Officers ("Say-on-Pay")
Say-on-Pay
Board For Split
13 FOR, 2 AGAINST
FOR
20 funds
SEEK LTD. November 15, 2023 Approve Remuneration Report
Compensation
Board For Split
4 FOR, 4 AGAINST
FOR
3 funds
SEI INVESTMENTS CO. May 29, 2024 To approve, on an advisory basis, the compensation of named executive officers.
Say-on-Pay
Board For Split
4 FOR, 4 AGAINST
Split
4 FOR, 1 AGAINST
SEMPRA May 9, 2024 Advisory approval of our executive compensation
Say-on-Pay
Board Not determined Split
21 FOR, 1 AGAINST
FOR
7 funds
SEMPRA May 9, 2024 Ratification of appointment of independent registered public accounting firm
Audit-related
Board Not determined Split
21 FOR, 1 AGAINST
FOR
5 funds
SENTINELONE INC. June 27, 2024 Election of Directors: Aaron Hughes
Director Elections
Board For Split
3 FOR, 6 WITHHOLD
FOR
4 funds
SENTINELONE INC. June 27, 2024 Election of Directors: Charlene T. Begley
Director Elections
Board For Split
3 FOR, 6 WITHHOLD
FOR
4 funds
SENTINELONE INC. June 27, 2024 Election of Directors: Mark S. Peek
Director Elections
Board For Split
3 FOR, 6 WITHHOLD
FOR
4 funds
SES AI CORP. June 7, 2024 To approve, in a non-binding advisory vote, the compensation of our named executive officers.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
2 funds
SHERWIN-WILLIAMS CO. April 17, 2024 Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
2 funds
SHOCKWAVE MEDICAL INC. May 29, 2024 To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Shockwave's named executive officers that is based on or otherwise relates to the Merger.
Say-on-Pay
Board For Split
1 FOR, 9 AGAINST
AGAINST
9 funds
SHOPIFY INC. June 4, 2024 Advisory Vote on Executive Compensation Approach
Compensation
Board For Split
2 FOR, 4 AGAINST
FOR
2 funds
SHOPIFY INC. June 4, 2024 Elect Director Gail Goodman
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
4 funds
SHUTTERSTOCK INC. June 6, 2024 Election of Directors: Thomas R. Evans
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
4 funds
SIEMENS HEALTHINEERS AG April 18, 2024 Elect Dow Wilson to the Supervisory Board
Director Elections
Board For Split
4 FOR, 3 AGAINST
AGAINST
3 funds
SIEMENS HEALTHINEERS AG April 18, 2024 Elect Nathalie von Siemens to the Supervisory Board
Director Elections
Board For Split
3 FOR, 3 AGAINST, 1 ABSTAIN
AGAINST
3 funds
SIEMENS HEALTHINEERS AG April 18, 2024 Elect Peer Schatz to the Supervisory Board
Director Elections
Board For Split
4 FOR, 3 AGAINST
AGAINST
3 funds
SIEMENS HEALTHINEERS AG April 18, 2024 Elect Peter Koerte to the Supervisory Board
Director Elections
Board For Split
7 FOR, 1 ABSTAIN
FOR
3 funds
SIEMENS HEALTHINEERS AG April 18, 2024 Elect Ralf Thomas to the Supervisory Board
Director Elections
Board For Split
4 FOR, 3 AGAINST
AGAINST
3 funds
SIEMENS HEALTHINEERS AG April 18, 2024 Elect Roland Busch to the Supervisory Board
Director Elections
Board For Split
3 FOR, 3 AGAINST, 1 ABSTAIN
AGAINST
3 funds
SIEMENS HEALTHINEERS AG April 18, 2024 Elect Sarena Lin to the Supervisory Board
Director Elections
Board For Split
4 FOR, 3 AGAINST
AGAINST
3 funds
SIEMENS HEALTHINEERS AG April 18, 2024 Elect Veronika Bienert to the Supervisory Board
Director Elections
Board For Split
7 FOR, 1 ABSTAIN
AGAINST
3 funds
SIGHT SCIENCES INC. June 6, 2024 Election of Class III Directors: Tamara Fountain, M.D.
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
1 fund
SILVERCREST ASSET MANAGEMENT GROUP INC. June 5, 2024 Approval of executive compensation in an advisory, non-binding vote.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
1 fund
SIMMONS FIRST NATIONAL CORP. April 23, 2024 To adopt the following non-binding resolution approving the compensation of the named executive officers of the Company: "RESOLVED, that the compensation paid to the Company's named executive officers, as disclosed in the proxy statement pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, the compensation tables, and narrative discussion, is hereby APPROVED."
Say-on-Pay
Board For FOR
7 funds
Split
1 FOR, 5 AGAINST
SIX FLAGS ENTERTAINMENT CORP. March 12, 2024 The Compensation Advisory Proposal - To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Six Flags' named executive officers that is based on or otherwise relates to the Mergers (the "Compensation Advisory Proposal").
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
6 funds
SKANDINAVISKA ENSKILDA BANKEN AB March 19, 2024 Approve Remuneration Report
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
2 funds
SKANSKA AB March 27, 2024 Reelect Asa Soderstrom Winberg as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
SKANSKA AB March 27, 2024 Reelect Fredrik Lundberg as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
SKANSKA AB March 27, 2024 Reelect Hans Biorck as Board Chair
Director Elections
Board For Split
2 FOR, 3 AGAINST
FOR
3 funds
SKANSKA AB March 27, 2024 Reelect Hans Biorck as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
SKANSKA AB March 27, 2024 Reelect Jan Gurander as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
SKANSKA AB March 27, 2024 Reelect Par Boman as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
SKECHERS U.S.A. INC. May 23, 2024 Election of Directors: Morton Erlich
Director Elections
Board For Split
3 FOR, 5 WITHHOLD
ABSTAIN
3 funds
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
20 funds
Split
1 FOR, 7 AGAINST
SMARTFINANCIAL INC. May 23, 2024 Election of Directors: David A. Ogle
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
ABSTAIN
1 fund
SMARTFINANCIAL INC. May 23, 2024 Election of Directors: Geoffrey A. Wolpert
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
1 fund
SMARTFINANCIAL INC. May 23, 2024 Election of Directors: Steven B. Tucker
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
1 fund
SMARTFINANCIAL INC. May 23, 2024 Election of Directors: Victor L. Barrett
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
1 fund

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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.