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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

1,763 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
ATLAS COPCO AB April 24, 2024 Approve Stock Option Plan 2024 for Key Employees
Compensation
Board For Split
2 FOR, 2 AGAINST
FOR
11 funds
ATLAS COPCO AB April 24, 2024 Elect Vagner Rego as New Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
11 funds
ATLAS COPCO AB April 24, 2024 Reelect Johan Forssell as Director
Director Elections
Board For Split
2 FOR, 2 AGAINST
FOR
11 funds
ATLAS COPCO AB April 24, 2024 Reelect Juman Al Sibai as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
11 funds
ATLAS COPCO AB April 24, 2024 Reelect Peter Wallenberg Jr as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
11 funds
ATLASSIAN CORP. December 6, 2023 An advisory vote to approve the fiscal year 2023 compensation of our named executive officers.
Say-on-Pay
Board For Split
8 FOR, 2 AGAINST
FOR
6 funds
ATMOS ENERGY CORP. February 7, 2024 Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2023 (''Say-on-Pay'').
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
11 funds
ATMOS ENERGY CORP. February 7, 2024 Proposal to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal 2024.
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
9 funds
ATRICURE INC. May 13, 2024 Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2024 Annual Meeting.
Say-on-Pay
Board For FOR
8 funds
Split
1 FOR, 5 AGAINST
AUTOZONE INC. December 20, 2023 Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2024 fiscal year.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
37 funds
AVALONBAY COMMUNITIES INC. May 16, 2024 To ratify the selection of Ernst & Young LLP as the Company's independent auditors for the year ending December 31, 2024.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
13 funds
AVANTAX INC November 21, 2023 Proposal to adopt the Agreement and Plan of Merger, dated as of September 9, 2023 (as may be amended from time to time, the "merger agreement") by and among Avantax, Inc., Aretec Group, Inc. and C2023 Sub Corp.
Corporate Governance
Board For Split
6 FOR, 1 ABSTAIN
FOR
5 funds
AVANTAX INC November 21, 2023 Proposal to approve, by a non-binding advisory vote, the compensation that may be paid or become payable to Avantax, Inc.'s named executive officers that is based on, or otherwise relates to, the merger of C2023 Sub Corp. with and into Avantax, Inc., as contemplated by the merger agreement.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
FOR
7 funds
AVID TECHNOLOGY INC. November 2, 2023 To adopt the Agreement and Plan of Merger, dated as of August 9, 2023 (as may be amended from time to time, the "merger agreement"), by and among Avid Technology, Inc., a Delaware corporation ("Avid"), Artisan Bidco, Inc., a Delaware corporation ("Parent"), and Artisan Merger Sub, Inc., a Delaware corporation and wholly-owned subsidiary of Parent ("Merger Sub").
Extraordinary Transactions
Board For Split
5 FOR, 3 ABSTAIN
FOR
6 funds
AVIDXCHANGE HOLDINGS INC. June 20, 2024 Election of Class III Directors: Teresa Mackintosh
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
4 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 2 requests that shareholders vote to approve the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan.
Compensation
Board For Split
9 FOR, 8 AGAINST
AGAINST
3 funds
AXONICS INC. March 22, 2024 To adopt the Agreement and Plan of Merger, dated January 8, 2024 (such agreement, as it may be amended, modified or supplemented from time to time, the "Merger Agreement"), by and among Axonics, Inc., a Delaware corporation ("Axonics"), Boston Scientific Corporation, a Delaware corporation ("Boston Scientific"), and Sadie Merger Sub, Inc., a Delaware corporation ("Merger Sub"). Upon the terms and subject to the conditions of the Merger Agreement, Boston Scientific will acquire Axonics via a merger of Merger Sub with and into Axonics, with the separate corporate existence of Merger Sub thereupon ceasing and Axonics continuing as the surviving company and a wholly owned subsidiary of Boston Scientific.
Extraordinary Transactions
Board For Split
4 FOR, 2 ABSTAIN
FOR
3 funds
AXONICS INC. March 22, 2024 To approve on an advisory (non-binding) basis, the compensation that may be paid or become payable to Axonics' 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, 3 AGAINST
FOR
5 funds
AXOS FINANCIAL INC. November 9, 2023 To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in this Proxy Statement.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
Split
7 FOR, 1 AGAINST
AXSOME THERAPEUTICS INC. June 7, 2024 Election of Directors: Mark Coleman, M.D.
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
3 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Approve Allocation of Income
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Approve Discharge of Auditors
Audit-related
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Approve Dividends
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Approve Remuneration Report
Compensation
Board For Split
1 FOR, 1 ABSTAIN
FOR
7 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Approve Renewal of the Authorisation Granted to the Board of Directors to Issue New Shares and Amend Articles of Association
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Authorise Board to Fix Remuneration of Auditors
Audit-related
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Authorise Issue of Equity without Pre-emptive Rights
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Authorise Market Purchase of Ordinary Shares
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Re-elect Alejandro Russo as Director
Director Elections
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Re-elect Michael Schmidt as Director
Director Elections
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Re-elect Oliver Tant as Director
Director Elections
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Re-elect Peter Bamford as Director
Director Elections
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Re-elect Tiffany Hall as Director
Director Elections
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Reappoint KPMG Audit Sarl as Auditors
Audit-related
Board For Split
1 FOR, 1 ABSTAIN
FOR
5 funds
BACHEM HOLDING AG April 24, 2024 Reappoint Alex Faessler as Member of the Compensation Committee
Director Elections
Board For Split
3 FOR, 3 AGAINST
AGAINST
1 fund
BACHEM HOLDING AG April 24, 2024 Reappoint Kuno Sommer as Member of the Compensation Committee
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
1 fund
BACHEM HOLDING AG April 24, 2024 Reappoint Nicole Hoetzer as Member of the Compensation Committee
Director Elections
Board For Split
3 FOR, 3 AGAINST
AGAINST
1 fund
BACHEM HOLDING AG April 24, 2024 Reelect Kuno Sommer as Director and Board Chair
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
1 fund
BALLY'S CORP. May 16, 2024 Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
1 fund
BANDWIDTH INC. May 23, 2024 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement; and
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
2 funds
BANK LEUMI LE-ISRAEL B.M July 17, 2023 ELECT ESTHER DEUTSCH AS DIRECTOR
Director Elections
Board For Split
3 FOR, 3 ABSTAIN
FOR
3 funds
BANK OF AMERICA CORP. April 24, 2024 Amending and restating the Bank of America Corporation Equity Plan
Compensation
Board For Split
18 FOR, 1 AGAINST
Split
34 FOR, 1 AGAINST
BANK OF QUEENSLAND LTD. December 5, 2023 Approve Remuneration Report
Compensation
Board For Split
1 FOR, 1 AGAINST
AGAINST
1 fund
BARRETT BUSINESS SERVICES INC. June 3, 2024 Amendment of the Company's Amended and Restated Charter to increase the authorized shares of Common Stock.
Capital Structure
Board For Split
5 FOR, 2 AGAINST
FOR
3 funds
BAYER AG April 26, 2024 Approve Remuneration Report
Compensation
Board For Split
5 FOR, 3 AGAINST
FOR
8 funds
BAYERISCHE MOTOREN WERKE AG May 15, 2024 Elect Stefan Quandt to the Supervisory Board
Director Elections
Board For Split
4 FOR, 5 AGAINST
FOR
7 funds
BE SEMICONDUCTOR INDUSTRIES NV April 25, 2024 Approve Remuneration Report
Compensation
Board For Split
2 FOR, 4 AGAINST
FOR
2 funds
BEACON ROOFING SUPPLY INC. May 15, 2024 To approve the compensation for our named executive officers as presented in the Compensation Discussion and Analysis, the compensation tables, and the related disclosures contained in the accompanying Proxy Statement on a non-binding, advisory basis.
Say-on-Pay
Board For Split
8 FOR, 1 AGAINST
FOR
9 funds
BEAM THERAPEUTICS INC. June 5, 2024 Election of the following nominee as a Class I Director for a three-year term ending at our Annual Meeting of Stockholders to be held in 2027: Graham Cooper
Director Elections
Board For Split
5 FOR, 3 AGAINST
FOR
1 fund
BEIERSDORF AG April 18, 2024 Elect Frederic Pflanz to the Supervisory Board
Director Elections
Board For Split
7 FOR, 1 AGAINST
AGAINST
4 funds
BEIERSDORF AG April 18, 2024 Elect Reinhard Poellath to the Supervisory Board
Director Elections
Board For Split
3 FOR, 4 AGAINST
AGAINST
4 funds
BEIERSDORF AG April 18, 2024 Elect Wolfgang Herz to the Supervisory Board
Director Elections
Board For Split
7 FOR, 1 AGAINST
AGAINST
4 funds
BEIJER REF AB April 23, 2024 Reelect Frida Norrbom Sams as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
BEIJER REF AB April 23, 2024 Reelect Kate Swann as Board Chair
Director Elections
Board For Split
2 FOR, 3 AGAINST
AGAINST
3 funds
BEIJER REF AB April 23, 2024 Reelect Kate Swann as Director
Director Elections
Board For Split
2 FOR, 3 AGAINST
AGAINST
3 funds
BEIJER REF AB April 23, 2024 Reelect William Striebe as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
3 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Charlotte Guyman
Director Elections
Board For Split
2 FOR, 17 WITHHOLD
FOR
21 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Christopher C. Davis
Director Elections
Board For Split
10 FOR, 8 WITHHOLD
FOR
21 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Howard G. Buffett
Director Elections
Board For Split
11 FOR, 7 WITHHOLD
FOR
21 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Kenneth I. Chenault
Director Elections
Board For Split
7 FOR, 10 WITHHOLD
FOR
21 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Meryl B. Witmer
Director Elections
Board For Split
11 FOR, 7 WITHHOLD
FOR
21 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Ronald L. Olson
Director Elections
Board For Split
11 FOR, 7 WITHHOLD
FOR
21 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Stephen B. Burke
Director Elections
Board For Split
7 FOR, 10 WITHHOLD
FOR
21 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Susan A. Buffett
Director Elections
Board For Split
11 FOR, 7 WITHHOLD
FOR
21 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Susan L. Decker
Director Elections
Board For Split
2 FOR, 17 WITHHOLD
ABSTAIN
21 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Thomas S. Murphy, Jr.
Director Elections
Board For Split
7 FOR, 10 WITHHOLD
FOR
21 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Wallace R. Weitz
Director Elections
Board For Split
11 FOR, 7 WITHHOLD
FOR
21 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Warren E. Buffett
Director Elections
Board For Split
17 FOR, 2 WITHHOLD
FOR
21 funds
BEYOND INC. May 21, 2024 The approval of the grant of a performance-based stock option to Marcus A. Lemonis, the Company's Executive Chairman.
Compensation
Board For Split
2 FOR, 3 AGAINST
FOR
4 funds
BGC GROUP INC. November 14, 2023 Approval, on an advisory basis, of executive compensation.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
2 funds
BGC GROUP INC. November 14, 2023 Election of Directors: Arthur U. Mbanefo
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
1 fund
BGC GROUP INC. November 14, 2023 Election of Directors: David P. Richards
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
1 fund
BGC GROUP INC. November 14, 2023 Election of Directors: Howard W. Lutnick
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
1 fund
BGC GROUP INC. November 14, 2023 Election of Directors: Linda A. Bell
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
1 fund
BIGCOMMERCE HOLDINGS INC. May 16, 2024 Election of Directors: Jeff Richards
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
1 fund
BIGCOMMERCE HOLDINGS INC. May 16, 2024 Election of Directors: Lawrence Bohn
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
1 fund
BILL HOLDINGS INC. December 7, 2023 To elect the directors listed below: Peter Kight
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
2 funds
BILL HOLDINGS INC. December 7, 2023 To elect the directors listed below: Scott Wagner
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
2 funds
BILL HOLDINGS INC. December 7, 2023 To elect the directors listed below: Tina Reich
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
2 funds
BIOCRYST PHARMACEUTICALS INC. June 12, 2024 Election of Directors: A. Machelle Sanders
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
1 fund
BIOCRYST PHARMACEUTICALS INC. June 12, 2024 Election of Directors: Nancy J. Hutson, Ph.D.
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
1 fund
BIOCRYST PHARMACEUTICALS INC. June 12, 2024 Election of Directors: Vincent J. Milano
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
FOR
1 fund
BIOCRYST PHARMACEUTICALS INC. June 12, 2024 To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan by 7,000,000 shares.
Compensation
Board For Split
4 FOR, 3 AGAINST
AGAINST
1 fund
BIOLIFE SOLUTIONS INC. July 21, 2023 Election of Directors: Joseph C. Schick
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
1 fund
BIOLIFE SOLUTIONS INC. July 21, 2023 Election of Directors: Joydeep Goswami
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
1 fund
BLACK HILLS CORP. April 23, 2024 Election of Directors: Barry M. Granger
Director Elections
Board For Split
4 FOR, 4 WITHHOLD
FOR
5 funds
BLACK HILLS CORP. April 23, 2024 Election of Directors: Steven R. Mills
Director Elections
Board For Split
4 FOR, 4 WITHHOLD
FOR
5 funds
BLACK HILLS CORP. April 23, 2024 Election of Directors: Tony A. Jensen
Director Elections
Board For Split
4 FOR, 4 WITHHOLD
FOR
5 funds
BLACK KNIGHT INC. July 12, 2023 Approval of a non-binding advisory resolution on the compensation paid to our named executive officers.
Say-on-Pay
Board For Split
1 FOR, 10 AGAINST
AGAINST
8 funds
BLACKLINE INC. May 9, 2024 Election of Directors: Sophia Velastegui
Director Elections
Board For Split
3 FOR, 4 WITHHOLD
FOR
6 funds
BLADE AIR MOBILITY INC. May 2, 2024 Election of Class III Directors to be elected for terms expiring in 2027: Susan Lyne
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
BLUEGREEN VACATIONS HOLDING CORP. December 21, 2023 Election of thirteen directors: Alan B. Levan
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
BLUEGREEN VACATIONS HOLDING CORP. December 21, 2023 Election of thirteen directors: Darwin Dornbush
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
BLUEGREEN VACATIONS HOLDING CORP. December 21, 2023 Election of thirteen directors: Jarett S. Levan
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
BLUEGREEN VACATIONS HOLDING CORP. December 21, 2023 Election of thirteen directors: Joel Levy
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
BLUEGREEN VACATIONS HOLDING CORP. December 21, 2023 Election of thirteen directors: John E. Abdo
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
BLUEGREEN VACATIONS HOLDING CORP. December 21, 2023 Election of thirteen directors: Mark A. Nerenhausen
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
BLUEGREEN VACATIONS HOLDING CORP. December 21, 2023 Election of thirteen directors: Norman H. Becker
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds
BLUEGREEN VACATIONS HOLDING CORP. December 21, 2023 Election of thirteen directors: Orlando Sharpe
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
3 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.