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Charles Schwab vs JPMorgan: how alike they voted, 2025-2026

90.0% When both took a single position, they voted the same way on 90.0% of 5,164 items (4,646 the same, 518 different). 103 items where at least one of them split its funds are listed separately below. Both voted on 5,267 items in all.

Charles Schwab 2025-2026 · JPMorgan 2025-2026 · 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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	5,267	4,646	518	103	90.0%	89.6%
Board proposals	4,618	4,121	421	76	90.7%	90.3%
E&S shareholder proposals	128	104	9	15	92.0%	91.8%
Other items	521	421	88	12	82.7%	82.7%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

9 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	Charles Schwab	JPMorgan
AT&T INC.	May 14, 2026	EEO-1 Report Disclosure Policy Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 12 funds	FOR 30 funds
CHARTER COMMUNICATIONS, INC.	April 21, 2026	Stockholder proposal regarding political expenditures report. Other Social Issues	Shareholder (E&S)	Against	AGAINST 13 funds	FOR 16 funds
DOLLAR GENERAL CORPORATION	May 28, 2026	To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 13 funds	FOR 7 funds
FASTENAL COMPANY	April 23, 2026	Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. Human Rights or Human Capital/workforce	Shareholder (E&S)	None	AGAINST 17 funds	FOR 7 funds
GENERAL MOTORS COMPANY	June 2, 2026	Shareholder Proposal Requesting a Report on Human Rights Standards for Indigenous Peoples Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 12 funds	FOR 5 funds
HYATT HOTELS CORPORATION	May 20, 2026	Stockholder proposal requesting the issuance of a report analyzing whether Hyatt could disclose its overall plastics use. Environment or Climate	Shareholder (E&S)	Against	AGAINST 11 funds	FOR 1 fund
SHOPIFY INC.	June 16, 2026	Shareholder Proposal Vote on the shareholder proposal, as disclosed in the Management Information Circular for the Meeting. Corporate Governance	Shareholder (E&S)	Against	FOR 3 funds	AGAINST 12 funds
THE HOME DEPOT, INC.	May 21, 2026	Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate	Shareholder (E&S)	Against	AGAINST 16 funds	FOR 8 funds
UNIVERSAL HEALTH SERVICES, INC.	May 20, 2026	Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 14 funds	FOR 5 funds

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.