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
1,157 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 |
|---|---|---|---|---|---|---|
| TWILIO INC. | June 6, 2024 | To elect three Class II Directors: Jeff Epstein Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 3 funds |
| TWIST BIOSCIENCE CORP. | February 6, 2024 | Election of Class III Directors: Robert Chess Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 7 funds |
| TYLER TECHNOLOGIES INC. | May 9, 2024 | Election of Directors: Glenn A. Carter Director Elections |
Board | Not determined | WITHHOLD 19 funds |
FOR 5 funds |
| U-HAUL HOLDING CO. | August 17, 2023 | Election of Directors: James J. Grogan Director Elections |
Board | For | FOR 4 funds |
ABSTAIN 3 funds |
| U-HAUL HOLDING CO. | August 17, 2023 | Election of Directors: John P. Brogan Director Elections |
Board | For | WITHHOLD 4 funds |
ABSTAIN 3 funds |
| U-HAUL HOLDING CO. | August 17, 2023 | Election of Directors: Roberta R. Shank Director Elections |
Board | For | FOR 4 funds |
ABSTAIN 3 funds |
| U-HAUL HOLDING CO. | August 17, 2023 | Election of Directors: Samuel J. Shoen Director Elections |
Board | For | WITHHOLD 4 funds |
ABSTAIN 3 funds |
| UDEMY INC. | June 3, 2024 | Election of Directors: Eren Bali Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| UIPATH INC. | June 20, 2024 | To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("say-on-pay vote"). Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 3 funds |
| UNDER ARMOUR INC. | August 29, 2023 | To approve the Fourth Amended and Restated 2005 Omnibus Long-Term Incentive Plan to increase the number of shares of Class C Common Stock reserved for issuance, among other changes. Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| UNDER ARMOUR INC. | August 29, 2023 | To approve, by a non-binding advisory vote, the compensation of executives as disclosed in the "Executive Compensation" section of the proxy statement, including the Compensation Discussion and Analysis and tables. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| UNITED PARKS & RESORTS INC. | March 25, 2024 | If Proposal 1 is approved, to approve and authorize a new $500.0 million share repurchase program of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path's common stock ownership interest percentage would, as a result of such repurchase, equal or exceed 50% (excluding Hill Path's and its affiliates non-voting derivative positions). Capital Structure |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| UNITED THERAPEUTICS CORP. | June 26, 2024 | Approval of the amendment and restatement of the United Therapeutics Corporation Amended and Restated 2015 Stock Incentive Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 5 funds |
| UPM-KYMMENE CORP | April 4, 2024 | APPROVE REMUNERATION REPORT Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 15 funds |
| URANIUM ENERGY CORP. | July 20, 2023 | Election of Directors: Spencer Abraham Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| USANA HEALTH SCIENCES INC. | May 6, 2024 | Election of Directors: Gilbert A. Fuller Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 5 funds |
| VERACYTE INC. | June 12, 2024 | The approval of an amendment to our Veracyte, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| VERICEL CORP. | May 1, 2024 | Election of Directors: Heidi Hagen Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| VERTEX INC. | June 12, 2024 | Election of directors: Amanda Westphal Radcliffe Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| VERTEX INC. | June 12, 2024 | Election of directors: Stefanie Westphal Thompson Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| VIASAT INC. | September 7, 2023 | Amendment and Restatement of the 1996 Equity Participation Plan Compensation |
Board | For | AGAINST 12 funds |
FOR 3 funds |
| VICAT SA | April 12, 2024 | Approve Compensation of Lukas Epple, Vice-CEO Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| VICTORIA'S SECRET & CO. | June 13, 2024 | To approve an amendment to the Victoria's Secret & Co. 2021 Stock Option and Performance Incentive Plan to increase the number of shares available for issuance under the plan by 4,800,000 shares; Compensation |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| VIENNA INSURANCE GROUP AG | May 24, 2024 | Approve Remuneration Policy Compensation |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| VIENNA INSURANCE GROUP AG | May 24, 2024 | Elect Rudolf Ertl as Supervisory Board Member Director Elections |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| VIRGIN GALACTIC HOLDINGS INC. | June 12, 2024 | Approval of the Company's Second Amended and Restated Virgin Galactic Holdings, Inc. 2019 Incentive Award Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| VIRTU FINANCIAL INC. | June 6, 2024 | Election of Directors: Michael T. Viola Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| VIRTU FINANCIAL INC. | June 6, 2024 | Election of Directors: Virginia Gambale Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| VIRTUS INVESTMENT PARTNERS INC. | May 15, 2024 | To approve an amendment to the Company's Amended and Restated Omnibus Incentive and Equity Plan to increase the number of shares available for issuance by 455,000 shares. Compensation |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| VITROLIFE AB | April 25, 2024 | Approve Remuneration Report Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| VIZIO HOLDING CORP. | June 12, 2024 | Election of Directors: R. Michael Mohan Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| VOLEX PLC | July 27, 2023 | Approve Remuneration Report Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| VOLVO AB | March 27, 2024 | Elect Par Boman as Board Chair Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| VOLVO AB | March 27, 2024 | Elect Par Boman as New Director Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| VOLVO AB | March 27, 2024 | Reelect Helena Stjernholm as Director Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| VONOVIA SE | May 8, 2024 | Approve Remuneration Report Compensation |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| VORNADO REALTY TRUST | May 23, 2024 | Election of Trustees: Candace K. Beinecke Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 2 funds |
| VOSSLOH AG | May 15, 2024 | Approve Remuneration Report Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| VUZIX CORP. | June 13, 2024 | To approve, by non-binding vote, the compensation disclosed in the Proxy Statement of the Company's executive officers, who are named in the Proxy Statement Summary Compensation Table. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| WAERTSILAE CORP. | March 7, 2024 | REELECT KAREN BOMBA, MORTEN H. ENGELSTOFT, KARIN FALK, JOHAN FORSSELL, TOM JOHNSTONE (CHAIR), MATS RAHMSTROM, TIINA TUOMELA AND MIKA VEHVILAINEN (VICE-CHAIR) AS DIRECTORS Director Elections |
Board | For | AGAINST 11 funds |
FOR 6 funds |
| WALLENIUS WILHELMSEN ASA | April 30, 2024 | Approve Remuneration Statement Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| WARBY PARKER INC. | June 7, 2024 | Election of Directors: Andrew Hunt Director Elections |
Board | For | WITHHOLD 4 funds |
ABSTAIN 2 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | ELECTION OF DIRECTORS: John C. Malone Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 12 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | ELECTION OF DIRECTORS: Kenneth W. Lowe Director Elections |
Board | For | FOR 17 funds |
ABSTAIN 12 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | ELECTION OF DIRECTORS: Paul A. Gould Director Elections |
Board | For | FOR 17 funds |
ABSTAIN 12 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | ELECTION OF DIRECTORS: Richard W. Fisher Director Elections |
Board | For | FOR 17 funds |
ABSTAIN 12 funds |
| WATSCO INC. | June 3, 2024 | To elect the following nominee as a Common stock director until the Annual Meeting of Shareholders in 2027 or until his successor is duly elected and qualified: Barry S. Logan: Director Elections |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| WEIS MARKETS INC. | May 2, 2024 | Election of Directors: Dennis G. Hatchell Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 2 funds |
| WEIS MARKETS INC. | May 2, 2024 | Election of Directors: Edward J. Lauth III Director Elections |
Board | For | WITHHOLD 5 funds |
ABSTAIN 2 funds |
| WEIS MARKETS INC. | May 2, 2024 | Election of Directors: Gerrald B. Silverman Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 2 funds |
| WEIS MARKETS INC. | May 2, 2024 | Election of Directors: Harold G. Graber Director Elections |
Board | For | WITHHOLD 5 funds |
ABSTAIN 2 funds |
| WESTLAKE CORP. | May 9, 2024 | Election of Class II Directors: James Y. Chao Director Elections |
Board | Not determined | WITHHOLD 12 funds |
FOR 4 funds |
| WESTLAKE CORP. | May 9, 2024 | Election of Class II Directors: John T. Chao Director Elections |
Board | Not determined | WITHHOLD 12 funds |
FOR 4 funds |
| WESTLAKE CORP. | May 9, 2024 | Election of Class II Directors: R. Bruce Northcutt Director Elections |
Board | Not determined | WITHHOLD 12 funds |
FOR 4 funds |
| WESTPAC BANKING CORP. | December 14, 2023 | Approve Remuneration Report Compensation |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| WHITEHAVEN COAL LTD. | October 26, 2023 | Approve Remuneration Report Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| WILLIAMS-SONOMA INC. | May 29, 2024 | An advisory vote to approve executive compensation Say-on-Pay |
Board | For | AGAINST 23 funds |
FOR 9 funds |
| WIZZ AIR HOLDINGS PLC | August 2, 2023 | Re-elect Barry Eccleston as Director Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| WIZZ AIR HOLDINGS PLC | August 2, 2023 | Re-elect Barry Eccleston as Director (Independent Shareholder Vote) Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| WORLD ACCEPTANCE CORP. | August 16, 2023 | ELECTION OF DIRECTORS: Charles D. Way Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| WORLD ACCEPTANCE CORP. | August 16, 2023 | ELECTION OF DIRECTORS: Ken R. Bramlett, Jr. Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| WORLD ACCEPTANCE CORP. | August 16, 2023 | ELECTION OF DIRECTORS: Scott J. Vassalluzzo Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| WORLD KINECT CORP. | June 6, 2024 | Election of Directors: Ken Bakshi Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 3 funds |
| WORLD KINECT CORP. | June 6, 2024 | Election of Directors: Richard A. Kassar Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 3 funds |
| WORLD KINECT CORP. | June 6, 2024 | Election of Directors: Stephen K. Roddenberry Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 3 funds |
| WYNN RESORTS LTD. | May 2, 2024 | Election of Directors: Betsy S. Atkins Director Elections |
Board | For | FOR 16 funds |
ABSTAIN 2 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Bernardo Amaral Botelho as a director. Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Bruno Constantino Alexandre dos Santos as a director. Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| Y-MABS THERAPEUTICS INC. | June 11, 2024 | Election of Directors: Johan Wedell-Wedellsborg Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| Y-MABS THERAPEUTICS INC. | June 11, 2024 | Election of Directors: Thomas Gad Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| ZAI LAB LTD. | June 18, 2024 | THAT, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement, is hereby approved. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| ZOOMINFO TECHNOLOGIES INC. | May 15, 2024 | To elect the director nominees listed in the Proxy Statement: Keith Enright Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 3 funds |
| ZUORA INC. | June 27, 2024 | To approve the issuance of the maximum number of shares of our Class A common stock upon (i) conversion of $400,000,000 aggregate principal amount of our 3.95% / 15.50% Convertible Senior PIK Toggle Notes due 2029 under the related indenture and (ii) exercise of warrants to acquire up to 7,500,000 shares of our Class A common stock. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| ZUORA INC. | June 27, 2024 | To approve, on a non-binding advisory basis, the compensation paid by us to our named executive officers as disclosed in the proxy materials. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| ZYNEX INC. | May 16, 2024 | Election of Directors: Joshua R. Disbrow Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| ABBVIE INC. | May 3, 2024 | Say on Pay - An advisory vote on the approval of executive compensation Say-on-Pay |
Board | For | FOR 35 funds |
Split 31 FOR, 1 AGAINST |
| AGREE REALTY CORP. | May 23, 2024 | Election of Directors: Richard Agree Director Elections |
Board | For | Split 1 FOR, 15 WITHHOLD |
FOR 10 funds |
| ALBERTSONS COMPANIES INC. | August 3, 2023 | Hold the annual, non-binding, advisory vote on our executive compensation program. Say-on-Pay |
Board | For | FOR 17 funds |
Split 1 FOR, 11 AGAINST |
| ALLOGENE THERAPEUTICS INC. | June 5, 2024 | To approve, 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 8 funds |
Split 7 FOR, 1 AGAINST |
| ALTAIR ENGINEERING INC. | May 16, 2024 | Election of Directors (each for Class I to serve until the 2027 Annual Meeting of Stockholders): Mary Boyce Director Elections |
Board | For | Split 4 FOR, 2 WITHHOLD |
FOR 1 fund |
| AMAZON.COM INC. | May 22, 2024 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | FOR 38 funds |
Split 37 FOR, 1 AGAINST |
| AMERICAN ASSETS TRUST INC. | June 3, 2024 | Election of Directors: Dr. Robert S. Sullivan Director Elections |
Board | For | Split 10 FOR, 2 WITHHOLD |
FOR 7 funds |
| AMERICAN ASSETS TRUST INC. | June 3, 2024 | Election of Directors: Joy L. Schaefer Director Elections |
Board | For | Split 10 FOR, 2 WITHHOLD |
FOR 7 funds |
| AMERICAN ASSETS TRUST INC. | June 3, 2024 | Election of Directors: Nina A. Tran Director Elections |
Board | For | Split 10 FOR, 2 WITHHOLD |
FOR 7 funds |
| AMERISAFE INC. | June 7, 2024 | Election of Directors: Randall E. Roach Director Elections |
Board | For | Split 2 FOR, 10 WITHHOLD |
FOR 1 fund |
| ANTERO RESOURCES CORP. | June 5, 2024 | Class II Nominees: Jacqueline C. Mutschler Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 1 ABSTAIN |
| ANTERO RESOURCES CORP. | June 5, 2024 | Class II Nominees: W. Howard Keenan, Jr. Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 1 ABSTAIN |
| APPLE INC. | February 28, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 38 funds |
Split 29 FOR, 1 AGAINST |
| ARBOR REALTY TRUST INC. | May 22, 2024 | Advisory vote to approve the compensation of Arbor Realty Trust, Inc.'s named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 12 funds |
Split 3 FOR, 1 AGAINST |
| ARIS WATER SOLUTIONS INC. | May 9, 2024 | Amend the Aris Water Solutions, Inc. 2021 Equity Incentive Plan to increase the number of shares of common stock that may be issued under the plan. Compensation |
Board | For | Split 2 FOR, 2 AGAINST |
AGAINST 1 fund |
| 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 10 funds |
Split 1 FOR, 5 AGAINST |
| AVIENT CORP. | May 16, 2024 | Election of twelve director nominees to our Board of Directors: Richard H. Fearon Director Elections |
Board | For | Split 2 FOR, 9 WITHHOLD |
FOR 7 funds |
| AXCELIS TECHNOLOGIES INC. | May 9, 2024 | Election of Directors: Jorge Titinger Director Elections |
Board | For | Split 2 FOR, 10 WITHHOLD |
FOR 6 funds |
| AXCELIS TECHNOLOGIES INC. | May 9, 2024 | Election of Directors: Thomas St. Dennis Director Elections |
Board | For | Split 2 FOR, 10 WITHHOLD |
FOR 6 funds |
| AXCELIS TECHNOLOGIES INC. | May 9, 2024 | Election of Directors: Tzu-Yin Chiu, Ph.D. Director Elections |
Board | For | Split 2 FOR, 10 WITHHOLD |
FOR 6 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 | AGAINST 12 funds |
Split 7 FOR, 1 AGAINST |
| AZENTA INC. | January 30, 2024 | Election of Directors: Martin Madaus Director Elections |
Board | For | Split 2 FOR, 9 WITHHOLD |
FOR 7 funds |
| AZENTA INC. | January 30, 2024 | Election of Directors: Tina S. Nova Director Elections |
Board | For | Split 2 FOR, 9 WITHHOLD |
FOR 7 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Amending and restating the Bank of America Corporation Equity Plan Compensation |
Board | For | AGAINST 27 funds |
Split 34 FOR, 1 AGAINST |
| BIOLIFE SOLUTIONS INC. | July 21, 2023 | Election of Directors: Joydeep Goswami Director Elections |
Board | For | Split 2 FOR, 8 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.