Home › Asset managers › Compare 2025-2026 › Dimensional vs JPMorgan
Dimensional 2025-2026 · JPMorgan 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 36,989 | 33,981 | 2,885 | 123 | 92.2% | 92.1% |
| Board proposals | 27,386 | 24,869 | 2,441 | 76 | 91.1% | 91.0% |
| E&S shareholder proposals | 126 | 85 | 7 | 34 | 92.4% | 88.9% |
| Other items | 9,477 | 9,027 | 437 | 13 | 95.4% | 95.4% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
123 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 | Dimensional | JPMorgan |
|---|---|---|---|---|---|---|
| PROVIDENT FINANCIAL SERVICES, INC. | May 21, 2026 | The ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026. Audit-related |
Board | For | FOR 8 funds |
Split 6 FOR, 1 AGAINST |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Ratification of Appointment of Ernst & Young LLP as the Independent Registered Public Accounting Firm for 2026. Audit-related |
Board | For | FOR 7 funds |
Split 19 FOR, 1 AGAINST |
| RENASANT CORPORATION | April 28, 2026 | Ratification of the appointment of BDO USA, P.C. as our independent registered public accountants for 2026. Audit-related |
Board | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SEACOAST BANKING CORPORATION OF FLORIDA | May 20, 2026 | Advisory (Non-binding) Vote on Compensation of Named Executive Officers Say-on-Pay |
Board | For | FOR 9 funds |
Split 1 FOR, 4 AGAINST |
| SIMMONS FIRST NATIONAL CORPORATION | May 13, 2026 | To ratify the Audit Committee's selection of the accounting firm Forvis Mazars, LLP as independent auditors of the Company and its subsidiaries for the year ending December 31, 2026. Audit-related |
Board | For | FOR 8 funds |
Split 7 FOR, 1 AGAINST |
| SOFI TECHNOLOGIES, INC. | June 17, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| STATE STREET CORPORATION | May 20, 2026 | To ratify the selection of Ernst & Young LLP as State Street's independent registered public accounting firm for the year ending December 31, 2026. Audit-related |
Board | For | FOR 7 funds |
Split 23 FOR, 1 AGAINST |
| TENARIS SA | May 12, 2026 | APPROVE AUDITORS AND AUTHORIZE BOARD TO FIX THEIR REMUNERATION Audit-related |
Board | For | FOR 2 funds |
Split 6 FOR, 1 AGAINST |
| TENARIS SA | May 12, 2026 | APPROVE REMUNERATION REPORT Say-on-Pay |
Board | For | AGAINST 2 funds |
Split 1 FOR, 6 AGAINST |
| TENARIS SA | May 12, 2026 | APPROVE SHARE REPURCHASE Capital Structure |
Board | For | AGAINST 2 funds |
Split 1 FOR, 6 AGAINST |
| TEXAS CAPITAL BANCSHARES, INC. | April 21, 2026 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026; Audit-related |
Board | For | FOR 9 funds |
Split 3 FOR, 1 AGAINST |
| THE CHARLES SCHWAB CORPORATION | May 21, 2026 | Ratification of the appointment of Deloitte & Touche LLP as the company's independent registered public accounting firm for 2026 Audit-related |
Board | For | FOR 6 funds |
Split 28 FOR, 1 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 16 FOR, 1 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Ratification of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting Firm for 2026 Audit-related |
Board | For | FOR 7 funds |
Split 14 FOR, 1 AGAINST |
| THE PNC FINANCIAL SERVICES GROUP, INC. | April 22, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 5 AGAINST |
| TOWNEBANK | May 20, 2026 | To ratify the selection of Forvis Mazars, LLP, certified public accountants, as independent auditors of TowneBank for 2026. Audit-related |
Board | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| TRUIST FINANCIAL CORPORATION | April 28, 2026 | Ratification of the appointment of PricewaterhouseCoopers LLP as Truist's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 7 funds |
Split 5 FOR, 1 AGAINST |
| U.S. BANCORP | April 21, 2026 | The ratification of the selection of Ernst & Young LLP as our independent registered public accounting firm for the 2026 fiscal year. Audit-related |
Board | For | FOR 7 funds |
Split 25 FOR, 1 AGAINST |
| UNITED BANKSHARES, INC. | May 13, 2026 | To ratify the selection of Ernst & Young LLP to act as the independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Proposal to ratify KPMG as the Company's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 7 funds |
Split 25 FOR, 1 AGAINST |
| WESTERN ALLIANCE BANCORPORATION | June 10, 2026 | To ratify the appointment of RSM US LLP as the Company's independent auditor for the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| 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 8 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 8 funds |
Split 9 FOR, 1 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.