Home › Asset managers › Compare 2023-2024 › State Street vs JPMorgan
State Street 2023-2024 · JPMorgan 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 12,897 | 11,316 | 1,314 | 267 | 89.6% | 88.7% |
| Board proposals | 10,308 | 9,151 | 975 | 182 | 90.4% | 89.5% |
| E&S shareholder proposals | 259 | 173 | 28 | 58 | 86.1% | 81.3% |
| Other items | 2,330 | 1,992 | 311 | 27 | 86.5% | 85.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
27 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 | State Street | JPMorgan |
|---|---|---|---|---|---|---|
| AMERICAN EQUITY INVESTMENT LIFE HLDG CO | November 10, 2023 | The Adjournment Proposal - To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | Split 2 FOR, 10 AGAINST |
FOR 5 funds |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding the ownership threshold required to call a special meeting. Corporate Governance |
Other | Against | Split 1 FOR, 27 AGAINST |
AGAINST 11 funds |
| AMERIPRISE FINANCIAL INC. | April 24, 2024 | To approve the amendment of the Ameriprise Financial, Inc. Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 21 funds |
Split 1 FOR, 26 AGAINST |
| AXONICS INC. | March 22, 2024 | To adjourn the special meeting of the Axonics stockholders (the "Special Meeting") to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 2 FOR, 4 AGAINST |
FOR 3 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | FOR 27 funds |
Split 1 FOR, 34 AGAINST |
| BLOOMIN' BRANDS INC. | April 23, 2024 | To vote on a stockholder proposal regarding stockholder right to act by written consent Corporate Governance |
Other | Against | Split 2 FOR, 9 AGAINST |
AGAINST 6 funds |
| CHAMPIONX CORP. | June 18, 2024 | To approve the adjournment of the 2024 Special Meeting, if necessary, (1) to solicit additional proxies in favor of the Merger Proposal if (a) there are holders of an insufficient number of shares of ChampionX common stock present online or represented by proxy at the ChampionX Special Meeting to constitute a quorum at such meeting or (b) there are insufficient votes at the time of such adjournment to approve the Merger Proposal or (2) to allow reasonable additional time for the filing and mailing of any required supplement or amendment to the accompanying proxy statement/prospectus, and the review of such materials by ChampionX stockholders (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 2 FOR, 12 AGAINST |
FOR 8 funds |
| CHUBB LIMITED | May 16, 2024 | Shareholder proposal on pay gap reporting, if properly presented Diversity, Equity, and Inclusion |
Other | Against | AGAINST 27 funds |
Split 1 FOR, 28 AGAINST |
| FIRSTENERGY CORP. | May 22, 2024 | Report on Feasibility of Integrating Climate-Related Measures into the Company's Compensation Plans Compensation |
Other | Against | AGAINST 21 funds |
Split 1 FOR, 6 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Policy for an Independent Chair Corporate Governance |
Other | Against | FOR 22 funds |
Split 1 FOR, 5 AGAINST |
| HEALTHPEAK PROPERTIES INC. | February 21, 2024 | a proposal to approve the adjournment of the Healthpeak special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Healthpeak Common Stock Issuance Proposal and/or Healthpeak Charter Amendment Proposal if there are insufficient votes at the time of such adjournment to approve such proposals (which we refer to as the "Healthpeak Adjournment Proposal"). Corporate Governance |
Other | For | Split 1 FOR, 24 AGAINST |
FOR 6 funds |
| HOPE BANCORP INC. | May 23, 2024 | Approval of an amendment to the Company's Certificate of Incorporation to include an officer exculpation provision (as permitted by amendments to Delaware law). Corporate Governance |
Other | For | FOR 9 funds |
Split 1 FOR, 5 AGAINST |
| HOPE BANCORP INC. | May 23, 2024 | Approval of an amendment to the Company's Certificate of Incorporation to indemnify employees and agents of the Company. Corporate Governance |
Other | For | FOR 9 funds |
Split 1 FOR, 5 AGAINST |
| JACKSON FINANCIAL INC. | May 23, 2024 | Adopt the Fourth Amended and Restated Certificate of Incorporation to update the exculpation provision and make ministerial changes to the Certificate Corporate Governance |
Other | For | FOR 8 funds |
Split 1 FOR, 4 AGAINST |
| LIFE STORAGE INC. | July 18, 2023 | A proposal to approve one or more adjournments of the Life Storage special meeting to another date, time or place, if necessary or appropriate, to solicit additional proxies in favor of the Life Storage merger proposal, which we refer to as the "Life Storage adjournment proposal." Corporate Governance |
Other | For | Split 1 FOR, 13 AGAINST |
FOR 9 funds |
| MODEL N INC. | June 25, 2024 | To adjourn the Special Meeting of Stockholders to a later date or dates as provided in the Merger Agreement, if necessary or appropriate, including to solicit additional votes if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting of Stockholders. Corporate Governance |
Other | For | Split 2 FOR, 5 AGAINST |
FOR 1 fund |
| NEW RELIC INC. | November 1, 2023 | To adjourn the Special Meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 2 FOR, 4 AGAINST |
FOR 6 funds |
| NEXTGEN HEALTHCARE INC. | November 7, 2023 | To approve the adjournment of the special meeting to a later date or dates if necessary to solicit additional proxies if there are insufficient votes in person or by proxy to approve the proposal to adopt the Merger Agreement at the time of the special meeting. Corporate Governance |
Other | For | Split 2 FOR, 10 AGAINST |
FOR 3 funds |
| PACWEST BANCORP | November 22, 2023 | Approval of one or more adjournments of the Special Meeting, if necessary or appropriate, including adjournments to permit further solicitation of proxies in favor of adopting the merger agreement. Corporate Governance |
Other | For | Split 7 FOR, 1 AGAINST |
FOR 1 fund |
| PDC ENERGY INC. | August 4, 2023 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the merger agreement. Corporate Governance |
Other | For | Split 2 FOR, 9 AGAINST |
FOR 9 funds |
| PRIMO WATER CORP. | May 8, 2024 | Shareholder Rights Plan. Confirmation, ratification and approval of Primo Water Corporation's Shareholder Rights Plan. Shareholder Rights and Defenses |
Other | For | Split 2 FOR, 4 AGAINST |
FOR 11 funds |
| RPT REALTY | December 12, 2023 | Adjournment Proposal: To approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies to obtain votes in favor of the Merger Proposal if there are not sufficient votes at the time of such adjournment to approve the Merger Proposal. Corporate Governance |
Other | For | Split 1 FOR, 11 AGAINST |
FOR 6 funds |
| SOVOS BRANDS INC. | October 16, 2023 | A proposal to adjourn the special meeting, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | Split 2 FOR, 2 AGAINST |
FOR 2 funds |
| SYNCHRONY FINANCIAL | June 11, 2024 | Approval of an Amendment to the Company's Amended and Restated Certificate of Incorporation to Reflect Recently Amended Delaware Law Provisions Regarding Officer Exculpation. Corporate Governance |
Other | For | FOR 22 funds |
Split 1 FOR, 5 AGAINST |
| SYNEOS HEALTH INC. | August 2, 2023 | To approve the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes to approve the Merger Proposal at the time of the Special Meeting. Corporate Governance |
Other | For | Split 2 FOR, 7 AGAINST |
FOR 8 funds |
| VALLEY NATIONAL BANCORP | May 21, 2024 | A shareholder proposal to provide shareholders with the right to ratify executive termination pay if properly presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | FOR 11 funds |
Split 1 FOR, 1 AGAINST |
| WESBANCO INC. | April 17, 2024 | To consider and act upon such other matters as may properly come before the meeting or any adjournment thereof. Corporate Governance |
Other | For | AGAINST 6 funds |
Split 4 FOR, 1 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.