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Dimensional vs JPMorgan: how alike they voted, 2025-2026

92.4% When both took a single position, they voted the same way on 92.4% of 36,620 items (33,823 the same, 2,797 different). 123 items where at least one of them split its funds are listed separately below. Both voted on 36,743 items in all.

Dimensional 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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 36,74333,8232,797 12392.4%92.3%
Board proposals 27,14124,7112,354 7691.3%91.2%
E&S shareholder proposals 126857 3492.4%88.9%
Other items 9,4769,027436 1395.4%95.4%

Where they did not vote alike

Everything Voted differently Split votes

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

2,920 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 recommendedDimensionalJPMorgan
AT&T INC. May 14, 2026 EEO-1 Report Disclosure Policy
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
6 funds
FOR
30 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
7 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
6 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
8 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
5 funds
FOR
1 fund
PILGRIM'S PRIDE CORPORATION April 29, 2026 A stockholder proposal to provide a political spending disclosure.
Other Social Issues
Shareholder (E&S) Against AGAINST
6 funds
FOR
5 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
10 funds
FOR
5 funds
"BANK OF MONTREAL (THE ""BANK"")" April 15, 2026 SP 8: Advisory Vote on Environmental Policies
Environment or Climate
Other Against AGAINST
5 funds
FOR
1 fund
360 Security Technology, Inc. September 16, 2025 Approve Abolition of the Supervisory Board and Amend Articles of Association
Corporate Governance
Other For AGAINST
6 funds
ABSTAIN
1 fund
ACCELINK TECHNOLOGIES CO LTD May 13, 2026 Elect Zhang Xiaonan as Non-independent Director
Director Elections
Other For FOR
4 funds
AGAINST
1 fund
ADTRAN HOLDINGS, INC. May 13, 2026 Vote to approve the amendment of the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law and to make certain other changes to Section 7.1 thereof.
Director Elections
Other For FOR
5 funds
AGAINST
2 funds
AECC Aviation Power Co. Ltd. September 19, 2025 Approve Abolition of the Supervisory Board, Amendments to Articles of Association and Relevant Rules of Procedure
Corporate Governance
Other For AGAINST
5 funds
ABSTAIN
1 fund
AENA SME SA April 16, 2026 ADVISORY VOTE ON COMPANY'S 2025 UPDATED REPORT ON CLIMATE ACTION PLAN
Environment or Climate
Other For AGAINST
3 funds
FOR
3 funds
AGL ENERGY LTD October 3, 2025 Approve Climate Transition Action Plan
Environment or Climate
Other For AGAINST
5 funds
FOR
3 funds
AKAMAI TECHNOLOGIES, INC. May 13, 2026 To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum if there are insufficient votes to adopt any proposal (other than Proposal 8).
Corporate Governance
Other For AGAINST
7 funds
FOR
5 funds
ALIGHT, INC. June 10, 2026 To approve an amendment to the Alight Charter to provide for the elimination of certain officers' personal liability for monetary damages stemming from breaches of the duty of care as permitted by Section 102(b)(7) of the General Corporation Law of the State of Delaware.
Director Elections
Other For FOR
4 funds
AGAINST
2 funds
ALIGN TECHNOLOGY, INC. May 20, 2026 Ratification of Special Meeting Provision in our Bylaws
Shareholder Rights and Defenses
Other For AGAINST
8 funds
FOR
5 funds
AMERICA MOVIL SAB DE CV April 23, 2026 Approve Audit and Corporate Practices Committee's Report on their Activities
Corporate Governance
Other Not determined AGAINST
1 fund
FOR
4 funds
AMERICA MOVIL SAB DE CV April 23, 2026 Approve Board's Report on Principal Policies and Accounting Criteria Followed in Preparation of Financial Information
Corporate Governance
Other Not determined AGAINST
1 fund
FOR
4 funds
AMERICA MOVIL SAB DE CV April 23, 2026 Approve CEO and Auditors' Report on Operations and Results and Board's Opinion on CEO and Auditors' Report
Corporate Governance
Other Not determined AGAINST
1 fund
FOR
4 funds
AMERICA MOVIL SAB DE CV April 23, 2026 Approve Discharge of Board
Director Elections
Other For FOR
1 fund
AGAINST
4 funds
AMERICA MOVIL SAB DE CV April 23, 2026 Approve Report on Activities and Operations Undertaken by Board
Corporate Governance
Other Not determined AGAINST
1 fund
FOR
4 funds
AMERICAN AIRLINES GROUP INC. June 10, 2026 A proposal to amend our Restated Certificate of Incorporation to limit the liability of our officers as permitted by Delaware law
Director Elections
Other For FOR
4 funds
AGAINST
1 fund
AMERICAN WATER WORKS COMPANY, INC. May 13, 2026 Approval of an amendment to the American Water Works Company, Inc. Restated Certificate of Incorporation to provide for officer exculpation.
Director Elections
Other For FOR
5 funds
AGAINST
5 funds
AMERICOLD REALTY TRUST, INC. May 18, 2026 Advisory Vote on Shareholder Proposal Regarding Director Removal With or Without Cause.
Corporate Governance
Other Against FOR
1 fund
AGAINST
4 funds
AMUNDI SA June 2, 2026 APPROVE REPORT ON PROGRESS OF COMPANY'S CLIMATE TRANSITION PLAN (ADVISORY)
Environment or Climate
Other For AGAINST
4 funds
FOR
7 funds
ANGLO AMERICAN PLC April 29, 2026 Approve 2026-2028 Transition Plan
Environment or Climate
Other For AGAINST
5 funds
FOR
6 funds
ANHUI CONCH CEMENT CO LTD May 28, 2026 Approve Report of the Board of Directors
Corporate Governance
Other For FOR
1 fund
AGAINST
2 funds
APA Group October 22, 2025 Approve Climate Transition Plan
Environment or Climate
Other For AGAINST
3 funds
FOR
4 funds
APPLOVIN CORPORATION June 3, 2026 Stockholder proposal regarding disclosure of voting results by class of shares, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against FOR
6 funds
AGAINST
22 funds
ASTOR ENERJI AS February 27, 2026 Approve Articles of Association of Astor Sarj Anonim Sirketi
Corporate Governance
Other For AGAINST
1 fund
FOR
1 fund
AT&T INC. May 14, 2026 Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation
Director Elections
Other For FOR
6 funds
AGAINST
30 funds
AUTODESK, INC. June 17, 2026 Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law.
Director Elections
Other For FOR
5 funds
AGAINST
18 funds
AVIVA PLC May 6, 2026 Approve Climate-Related Financial Disclosures
Environment or Climate
Other For AGAINST
5 funds
FOR
4 funds
An Hui Wenergy Co., Ltd. May 21, 2026 Amend Rules and Procedures Regarding Meetings of Board of Directors
Corporate Governance
Other For AGAINST
4 funds
ABSTAIN
1 fund
Anhui Jianghuai Automobile Group Corp. Ltd. November 18, 2025 Approve Abolition of the Supervisory Board and Amendments to Articles of Association
Corporate Governance
Other For AGAINST
4 funds
ABSTAIN
1 fund
BAIC BluePark New Energy Technology Co., Ltd. November 26, 2025 Amend Articles of Association
Corporate Governance
Other For AGAINST
3 funds
ABSTAIN
1 fund
BANCA MONTE DEI PASCHI DI SIENA SPA April 15, 2026 Slate 1 Submitted by Institutional Investors (Assogestioni)
Corporate Governance
Other None FOR
3 funds
AGAINST
3 funds
BANCO DO BRASIL SA BB BRASIL April 29, 2026 Authorize Submission of Request to the CVM to Allow Permanent Alienation of Treasury Shares for the Purpose of Enabling the Granting of Employee Incentives under Incentive Programs Regulated by the Bank
Corporate Governance
Other For AGAINST
2 funds
FOR
5 funds
BANK OF CHENGDU CO., LTD. June 16, 2026 Approve Report of the Board of Directors
Corporate Governance
Other For FOR
7 funds
AGAINST
1 fund
BANK OF NANJING CO LTD May 15, 2026 Amend Rules and Procedures Regarding Meetings of Board of Directors
Corporate Governance
Other For FOR
6 funds
AGAINST
1 fund
BANK OF NANJING CO LTD May 15, 2026 Approve Related Party Transactions Between Nanjing Bank Co., Ltd., Jiangsu Transportation Holding Co., Ltd. and Jiangsu Provincial Railway Group Co., Ltd.
Extraordinary Transactions
Other For FOR
6 funds
AGAINST
1 fund
BANK OF NINGBO CO LTD May 18, 2026 Approve Report of the Board of Directors
Corporate Governance
Other For FOR
6 funds
AGAINST
1 fund
BAOSHAN IRON & STEEL CO LTD April 24, 2026 Approve Renewal of Financial Service Agreement
Extraordinary Transactions
Other For AGAINST
6 funds
FOR
1 fund
BDO UNIBANK INC April 24, 2026 Approve and Ratify All Acts of the Board of Directors, Board Committees and Management During Their Terms of Office
Director Elections
Other For FOR
3 funds
AGAINST
3 funds
BJ'S WHOLESALE CLUB HOLDINGS, INC. June 18, 2026 Vote on a shareholder proposal regarding adopting a majority voting standard, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
13 funds
BLOCK, INC. June 16, 2026 STOCKHOLDER PROPOSAL REGARDING ESTABLISHING A BOARD-LEVEL TECHNOLOGY COMMITTEE, IF PROPERLY PRESENTED AT THE ANNUAL MEETING.
Corporate Governance
Other Against AGAINST
6 funds
FOR
4 funds
BLOOM ENERGY CORPORATION May 21, 2026 To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law.
Director Elections
Other For FOR
3 funds
AGAINST
5 funds
BNK Financial Group, Inc. March 26, 2026 Approve Restricted Stock Unit Grant Details (Shareholder Proposal)
Corporate Governance
Other Against AGAINST
4 funds
FOR
1 fund
BNK Financial Group, Inc. March 26, 2026 Approve Total Remuneration of Inside Directors and Outside Directors (Shareholder Proposal)
Compensation
Other Against AGAINST
4 funds
FOR
1 fund
BOC HONG KONG (HOLDINGS) LTD June 25, 2026 Approve Continuing Connected Transactions and the New Caps
Extraordinary Transactions
Other For FOR
5 funds
AGAINST
6 funds
BOOKING HOLDINGS INC. June 2, 2026 Amendment of the Company's certificate of incorporation to provide for the exculpation of officers.
Director Elections
Other For FOR
5 funds
AGAINST
26 funds
BOSTON SCIENTIFIC CORPORATION April 30, 2026 To amend our Certificate of Incorporation to provide for exculpation of certain officers as permitted by Delaware law.
Director Elections
Other For FOR
7 funds
AGAINST
22 funds
BP PLC April 23, 2026 Adopt New Articles of Association
Corporate Governance
Other For AGAINST
5 funds
FOR
10 funds
BP PLC April 23, 2026 Approve Shareholder Requisitioned Resolution
Corporate Governance
Other Against AGAINST
5 funds
FOR
10 funds
BRAZE, INC. June 30, 2026 To approve an amendment to our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by recent amendments to Delaware law.
Director Elections
Other For FOR
1 fund
AGAINST
5 funds
BUNGE GLOBAL SA May 20, 2026 If any modifications to agenda items or proposals identified in the invitation to the Virtual Annual General Meeting or other matters on which voting is permissible under Swiss law are properly presented at the Virtual Annual General Meeting for consideration, you hereby instruct the Independent Voting Representative, in the absence of other specific instructions, to vote your shares in accordance with the recommendations of the Board of Directors.
Corporate Governance
Other For AGAINST
8 funds
FOR
5 funds
Bajaj Auto Limited August 16, 2025 Approve Material Related Party Transaction(s) between Bajaj Auto International Holdings BV and Pierer Bajaj AG, PIERER Mobility AG and KTM AG for Restructuring Support for KTM AG and its Subsidiaries
Corporate Governance
Other For FOR
1 fund
AGAINST
6 funds
Bank of Shanghai Co., Ltd. August 8, 2025 Approve to Abolish Supervisory Board and Amend Articles of Association
Corporate Governance
Other For AGAINST
6 funds
ABSTAIN
1 fund
Beijing Huafeng Test & Control Technology Co., Ltd. December 29, 2025 Amend Investment Decision Management Measures
Corporate Governance
Other For AGAINST
3 funds
FOR
3 funds
Beijing Huafeng Test & Control Technology Co., Ltd. December 29, 2025 Amend Management Measures for Raised Funds
Corporate Governance
Other For AGAINST
3 funds
FOR
3 funds
Beijing Huafeng Test & Control Technology Co., Ltd. December 29, 2025 Amend Management System for Prevention of Capital Appropriation by Controlling Shareholders, Actual Controllers and Related Parties
Corporate Governance
Other For AGAINST
3 funds
FOR
3 funds
Beijing Huafeng Test & Control Technology Co., Ltd. December 29, 2025 Amend Management System for Providing External Guarantees
Corporate Governance
Other For AGAINST
3 funds
FOR
3 funds
Beijing Huafeng Test & Control Technology Co., Ltd. December 29, 2025 Amend Related-Party Transaction Management System
Corporate Governance
Other For AGAINST
3 funds
FOR
3 funds
Beijing Huafeng Test & Control Technology Co., Ltd. December 29, 2025 Amend Rules and Procedures Regarding General Meetings of Shareholders
Corporate Governance
Other For AGAINST
3 funds
FOR
3 funds
Beijing Huafeng Test & Control Technology Co., Ltd. December 29, 2025 Amend Rules and Procedures Regarding Meetings of Board of Directors
Corporate Governance
Other For AGAINST
3 funds
FOR
3 funds
Beijing Huafeng Test & Control Technology Co., Ltd. December 29, 2025 Amend Working System for Independent Directors
Corporate Governance
Other For AGAINST
3 funds
FOR
3 funds
Beijing Shougang Co., Ltd. September 9, 2025 Amend Articles of Association and Its Annexes
Corporate Governance
Other For AGAINST
6 funds
ABSTAIN
1 fund
Beijing-Shanghai High-Speed Railway Co., Ltd. September 15, 2025 Approve Abolition of the Supervisory Board and Amendments to Articles of Association
Corporate Governance
Other For AGAINST
6 funds
ABSTAIN
1 fund
Bharat Electronics Limited August 28, 2025 Accept Financial Statements and Statutory Reports
Corporate Governance
Other For FOR
1 fund
AGAINST
6 funds
Brother Industries, Ltd. June 24, 2026 Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Authorize Directors to Execute Day to Day Operations without Full Board Approval
Corporate Governance
Other For FOR
4 funds
AGAINST
1 fund
CARNIVAL PLC April 17, 2026 Adopt New Bye-Laws
Corporate Governance
Other For FOR
1 fund
AGAINST
2 funds
CARNIVAL PLC April 17, 2026 Approve PLC Scheme Articles Amendment Proposal
Corporate Governance
Other For FOR
1 fund
AGAINST
2 funds
CARNIVAL PLC April 17, 2026 Approve Post-Scheme plc Articles Amendment Proposal
Corporate Governance
Other For FOR
1 fund
AGAINST
2 funds
CENTENE CORPORATION May 12, 2026 STOCKHOLDER PROPOSAL REGARDING AN INDEPENDENT BOARD CHAIRMAN.
Corporate Governance
Other Against AGAINST
7 funds
FOR
3 funds
CENTRUS ENERGY CORP. June 18, 2026 To approve an amendment to the Company's certificate of incorporation to permit the exculpation of officers to be included in the Second Amended and Restated Certificate of Incorporation.
Director Elections
Other For FOR
4 funds
AGAINST
2 funds
CENTRUS ENERGY CORP. June 18, 2026 To approve an amendment to the Section 382 Rights Agreement, as amended.
Shareholder Rights and Defenses
Other For AGAINST
4 funds
FOR
2 funds
CF INDUSTRIES HOLDINGS, INC. April 28, 2026 Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting.
Compensation
Other Against FOR
8 funds
AGAINST
8 funds
CGN POWER CO LTD May 20, 2026 Approve 2027-2029 Financial Services Framework Agreement and the Proposed Annual Caps Thereto
Extraordinary Transactions
Other For AGAINST
4 funds
FOR
2 funds
CGN POWER CO LTD May 20, 2026 Approve Management Rules on Remuneration for Directors and Senior Management
Corporate Governance
Other For FOR
4 funds
AGAINST
2 funds
CHINA GALAXY SECURITIES CO LTD June 29, 2026 Amend Working Rules for Independent Directors
Corporate Governance
Other For FOR
6 funds
AGAINST
1 fund
CHINA INDUSTRIAL SECURITIES CO., LTD. June 30, 2026 Amend Articles of Association
Corporate Governance
Other For AGAINST
6 funds
ABSTAIN
1 fund
CHINA VANKE CO LTD May 29, 2026 Approve Supplemental Agreement to the 2025 Loan Framework Agreement and Related Transactions
Extraordinary Transactions
Other For FOR
3 funds
AGAINST
1 fund
CHONGQING AFARI TECHNOLOGY CO LTD March 2, 2026 Elect Zhao Ming as Non-independent Director
Director Elections
Other For FOR
3 funds
AGAINST
1 fund
CHONGQING RURAL COMMERCIAL BANK CO LTD May 28, 2026 Approve Work Report of the Board
Corporate Governance
Other For FOR
7 funds
AGAINST
2 funds
CHUBB LIMITED May 21, 2026 If a new agenda item or a new proposal for an existing agenda item is put before the meeting, I/we hereby authorize and instruct the independent proxy to vote as follows: For = In accordance with the position of the Board of Directors Against = Against new items and proposals Abstain = Abstain on new items and proposals
Corporate Governance
Other For AGAINST
7 funds
FOR
18 funds
CITIZENS FINANCIAL GROUP, INC. April 23, 2026 Shareholder proposal for the adoption of a majority voting standard.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
6 funds
CLEAR SECURE, INC. June 10, 2026 Approval of an amendment to our Certificate of Incorporation to clarify the officer exculpation provision.
Corporate Governance
Other For FOR
4 funds
AGAINST
5 funds
CLEARWATER PAPER CORPORATION May 7, 2026 Approve the amendment to the Restated Certificate of Incorporation of Clearwater Paper Corporation to limit the liability of certain officers.
Director Elections
Other For FOR
7 funds
AGAINST
1 fund
CLOUDFLARE, INC. June 30, 2026 Approval and adoption of amendments to require the approval of a majority of the independent directors then in office for any acquisition in which we would issue shares of Class C common stock as consideration for such acquisition with a fair market value in excess of $100,000,000.
Corporate Governance
Other For AGAINST
3 funds
FOR
10 funds
CMS ENERGY CORPORATION May 8, 2026 Vote on a Shareholder Proposal: Shareholder Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against FOR
4 funds
AGAINST
16 funds
COCA-COLA EUROPACIFIC PARTNERS May 28, 2026 APPROVE WAIVER OF RULE 9 OF THE TAKEOVER CODE
Shareholder Rights and Defenses
Other For AGAINST
4 funds
FOR
3 funds
COEUR MINING, INC. May 12, 2026 Approval of an amendment to the Company's Certificate of Incorporation to limit the liability of certain officers as permitted by law.
Director Elections
Other For FOR
7 funds
AGAINST
5 funds
COFCO Sugar Holding Co. Ltd. September 22, 2025 Amend Articles of Association
Corporate Governance
Other For AGAINST
6 funds
ABSTAIN
1 fund
COMSYS Holdings Corp. June 26, 2026 Appoint Shareholder Director Nominee Okada, Masaharu
Director Elections
Other Against FOR
4 funds
AGAINST
1 fund
COSCO SHIPPING Energy Transportation Co., Ltd. December 23, 2025 Elect Ma Yuanru as Director
Director Elections
Other For FOR
6 funds
AGAINST
1 fund
COWAY CO., LTD. March 31, 2026 Amend Articles of Incorporation (Audit Committee) (Shareholder Proposal)
Corporate Governance
Other Against AGAINST
3 funds
FOR
3 funds
COWAY CO., LTD. March 31, 2026 Amend Articles of Incorporation (Board Chairman) (Shareholder Proposal)
Corporate Governance
Other Against AGAINST
3 funds
FOR
3 funds
COWAY CO., LTD. March 31, 2026 Elect Park Yoo-gyeong as Outside Director to Serve as an Audit Committee Member (Shareholder Proposal)
Director Elections
Other Against AGAINST
3 funds
FOR
3 funds
COWAY CO., LTD. March 31, 2026 Elect Sim Jae-hyeong as Outside Director (Shareholder Proposal)
Director Elections
Other Against AGAINST
3 funds
FOR
3 funds

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← 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.