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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

103 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
WINTRUST FINANCIAL CORPORATION	May 28, 2026	Proposal to ratify the appointment of Ernst & Young LLP to serve as the independent registered public accounting firm for fiscal year 2026. Audit-related	Board	For	FOR 11 funds	Split 6 FOR, 1 AGAINST
WSFS FINANCIAL CORPORATION	May 14, 2026	The ratification of the appointment of KPMG LLP as WSFS Financial Corporation's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related	Board	For	FOR 7 funds	Split 9 FOR, 1 AGAINST
ZIONS BANCORPORATION	May 1, 2026	Ratification of the appointment of Ernst & Young LLP as the Independent Registered Public Accounting Firm to audit the Bank's financial statements for the current fiscal year. Audit-related	Board	For	FOR 12 funds	Split 3 FOR, 1 AGAINST

← 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.