Home › Asset managers › Compare 2025-2026 › Equitable vs JPMorgan
Equitable 2025-2026 · JPMorgan 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 33,619 | 28,850 | 2,230 | 2,539 | 92.8% | 90.3% |
| Board proposals | 25,759 | 21,653 | 1,998 | 2,108 | 91.6% | 88.9% |
| E&S shareholder proposals | 142 | 65 | 1 | 76 | 98.5% | 87.0% |
| Other items | 7,718 | 7,132 | 231 | 355 | 96.9% | 95.0% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
586 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 | Equitable | JPMorgan |
|---|---|---|---|---|---|---|
| SCHINDLER HOLDING AG | March 24, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 3 funds |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Company Proposal to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | Split 4 FOR, 2 AGAINST |
FOR 2 funds |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Stockholder Proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 4 AGAINST |
AGAINST 2 funds |
| SELECT MEDICAL HOLDINGS CORPORATION | June 26, 2026 | To consider and vote on any proposal to adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | Split 1 FOR, 21 AGAINST |
AGAINST 16 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation to limit the liability of officers as permitted by law. Director Elections |
Other | For | Split 3 FOR, 4 AGAINST |
AGAINST 5 funds |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 20 AGAINST |
AGAINST 30 funds |
| SEVERN TRENT PLC | July 10, 2025 | Approve Net Zero Transition Plan Environment or Climate |
Other | For | Split 9 FOR, 1 ABSTAIN |
FOR 4 funds |
| SGS SA | March 26, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 5 funds |
| SHIMAMURA Co., Ltd. | May 15, 2026 | Approve Additional Dividend so that Dividend per Share Equals to 60 Percent of Earnings per Share Capital Structure |
Other | Against | Split 1 FOR, 1 AGAINST |
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 |
Other | Against | Split 1 FOR, 2 AGAINST |
AGAINST 12 funds |
| SIKA AG | March 24, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 5 AGAINST, 2 ABSTAIN |
AGAINST 3 funds |
| SILA REALTY TRUST, INC. | June 26, 2026 | To consider and vote on a proposal to approve any adjournment of the special meeting of the Company's stockholders if necessary or appropriate for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 3 funds |
| SNOWFLAKE INC. | June 29, 2026 | To consider and vote on, if properly presented at the meeting, a non-binding stockholder proposal requesting majority vote for director elections. Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 1 AGAINST |
FOR 11 funds |
| SOMPO HOLDINGS,INC. | June 22, 2026 | Amend Articles to Appoint Outside Director as Chairman of the Board Corporate Governance |
Other | Against | Split 5 FOR, 4 AGAINST |
AGAINST 6 funds |
| SONOVA HOLDING AG | June 16, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 6 AGAINST, 3 ABSTAIN |
AGAINST 4 funds |
| STATE STREET CORPORATION | May 20, 2026 | Shareholder proposal requesting the adoption of a policy and amendment to the by-laws requiring the Chair of the Board be an independent member of the Board in the next CEO transition, if properly presented. Corporate Governance |
Other | Against | Split 1 FOR, 19 AGAINST |
Split 1 FOR, 23 AGAINST |
| STELLAR BANCORP, INC. | May 27, 2026 | To adjourn or postpone the Stellar special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the merger proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to holders of Stellar common stock. Corporate Governance |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 1 fund |
| STRAUMANN HOLDING AG | April 17, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | Not determined | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 3 funds |
| SUN HUNG KAI PROPERTIES LTD | November 6, 2025 | TO ADOPT NEW ARTICLES OF ASSOCIATION Corporate Governance |
Other | For | Split 4 FOR, 3 AGAINST |
FOR 6 funds |
| SUZANO SA | April 23, 2026 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | Split 1 AGAINST, 1 ABSTAIN |
ABSTAIN 1 fund |
| SWISS LIFE HOLDING AG | May 7, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 3 funds |
| SWISS PRIME SITE AG | March 12, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 5 AGAINST, 3 ABSTAIN |
AGAINST 2 funds |
| SWISSCOM AG | March 25, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | Not determined | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 4 funds |
| Shimano, Inc. | March 24, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | Split 1 FOR, 9 AGAINST |
FOR 5 funds |
| Swiss Re AG | April 10, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 5 funds |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting policy requiring the Board Chair to be an independent director. Corporate Governance |
Other | Against | Split 1 FOR, 17 AGAINST |
FOR 5 funds |
| TBS Holdings, Inc. | June 26, 2026 | Approve Additional Dividend so that Dividend Equals to 60 Percent of Earnings per Share Capital Structure |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 2 funds |
| TBS Holdings, Inc. | June 26, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 2 funds |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Approval of an amendment to the Company's Restated Certificate of Incorporation to provide for exculpation of officers Director Elections |
Other | For | Split 3 FOR, 2 AGAINST, 2 ABSTAIN |
AGAINST 5 funds |
| TENARIS SA | May 12, 2026 | ALLOW ELECTRONIC DISTRIBUTION OF COMPANY DOCUMENTS TO SHAREHOLDERS Corporate Governance |
Other | For | FOR 6 funds |
Split 6 FOR, 1 AGAINST |
| TEXAS CAPITAL BANCSHARES, INC. | April 21, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to adopt any of Proposals 2-5; Corporate Governance |
Other | For | Split 5 FOR, 3 AGAINST |
FOR 4 funds |
| THE AES CORPORATION | April 29, 2026 | If properly presented, to vote on a non-binding stockholder proposal regarding stockholder ability to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 10 AGAINST |
AGAINST 2 funds |
| THE CIGNA GROUP | April 22, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 11 AGAINST |
AGAINST 21 funds |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure Environment or Climate |
Other | Against | Split 10 FOR, 13 AGAINST |
AGAINST 17 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 10 AGAINST |
Split 1 FOR, 14 AGAINST |
| THE HARTFORD INSURANCE GROUP, INC. | May 20, 2026 | Shareholder proposal that the Company adopt written consent rights for shareholders Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 11 AGAINST |
AGAINST 9 funds |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 8 funds |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Require Individual Compensation Disclosure for Executive Officers Compensation |
Other | Against | Split 4 FOR, 4 AGAINST |
AGAINST 4 funds |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Advisory Approval of Management Proposal to Amend Shareholders' Ability to Call a Special Meeting to a 25% Ownership Threshold Shareholder Rights and Defenses |
Other | For | Split 22 FOR, 1 AGAINST |
FOR 3 funds |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Shareholder Proposal Regarding Shareholder Ability to Call a Special Meeting Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 10 AGAINST |
AGAINST 3 funds |
| THE SOUTHERN COMPANY | May 13, 2026 | Approve an amendment to the Restated Certificate of Incorporation to provide for officer exculpation Director Elections |
Other | For | Split 14 FOR, 2 AGAINST |
AGAINST 30 funds |
| THE TIMKEN COMPANY | May 8, 2026 | Consideration of a shareholder proposal asking our Board of Directors to take the steps necessary to amend the appropriate Company governing documents to give the owners of a combined 10% of our outstanding common stock the power to call a special shareholder meeting or the owners of the lowest percentage of shareholders, as governed by state law, the power to call a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 3 AGAINST |
AGAINST 5 funds |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to an independent board chairman, if presented at the Annual Meeting of Shareholders. Corporate Governance |
Other | Against | Split 1 FOR, 16 AGAINST |
AGAINST 12 funds |
| THE WENDY'S COMPANY | May 20, 2026 | Stockholder proposal regarding a restriction on "blank-check" preferred stock, if properly presented at the Annual Meeting. Capital Structure |
Other | Against | Split 4 FOR, 2 AGAINST |
FOR 4 funds |
| THE WESTERN UNION COMPANY | May 14, 2026 | Stockholder proposal regarding stockholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 2 AGAINST |
AGAINST 4 funds |
| TRANSUNION | May 12, 2026 | Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 6 FOR, 4 AGAINST |
AGAINST 6 funds |
| TRICO BANCSHARES | May 21, 2026 | Amendment to the Company's Bylaws to eliminate cumulative voting rights. Shareholder Rights and Defenses |
Other | For | Split 2 FOR, 2 AGAINST |
FOR 6 funds |
| Telefonica Brasil SA | January 9, 2026 | Amend Article 2 Re: Corporate Purpose Corporate Governance |
Other | For | Split 1 FOR, 1 ABSTAIN |
FOR 6 funds |
| Telefonica Brasil SA | January 9, 2026 | Authorize Board to Ratify and Execute Approved Resolutions Corporate Governance |
Other | For | Split 1 FOR, 1 ABSTAIN |
FOR 6 funds |
| Telefonica Brasil SA | January 9, 2026 | Consolidate Bylaws Corporate Governance |
Other | For | Split 1 FOR, 1 ABSTAIN |
FOR 6 funds |
| Tesla, Inc. | November 6, 2025 | Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation Compensation |
Other | Against | AGAINST 2 funds |
Split 2 FOR, 22 AGAINST |
| Tohoku Electric Power Co., Inc. | June 25, 2026 | Amend Articles to Abolish Advisory Posts Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| Tokyo Electric Power Co. Holdings, Inc. | June 25, 2026 | Amend Articles to Require Individual Compensation Disclosure for Directors and Executive Officers Compensation |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 2 funds |
| Toyo Suisan Kaisha, Ltd. | June 25, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 2 AGAINST |
AGAINST 3 funds |
| UBS GROUP AG | April 15, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | None | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 7 funds |
| UNIFIRST CORPORATION | June 11, 2026 | To adjourn the special meeting of UniFirst shareholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the UniFirst special meeting to approve the UniFirst merger proposal or to ensure any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of UniFirst common stock (the ''UniFirst adjournment proposal''). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 5 funds |
| UNITED AIRLINES HOLDINGS, INC. | May 19, 2026 | Advisory vote on stockholder proposal entitled "Shareholder Right to Act by Written Consent". Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 9 AGAINST |
AGAINST 13 funds |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 5 AGAINST |
FOR 11 funds |
| UNITED RENTALS, INC. | May 8, 2026 | Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance |
Other | Against | Split 1 FOR, 19 AGAINST |
AGAINST 15 funds |
| UNITEDHEALTH GROUP INCORPORATED | June 1, 2026 | If properly presented at the 2026 Annual Meeting of Shareholders, the shareholder proposal requesting the adoption of a policy to require any Board Chair to be independent. Corporate Governance |
Other | Against | Split 1 FOR, 21 AGAINST |
AGAINST 34 funds |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to report votes based on UHS shareholder money at risk, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 7 AGAINST |
AGAINST 5 funds |
| VAT GROUP AG | April 28, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 5 funds |
| VERIS RESIDENTIAL, INC. | May 21, 2026 | To adjourn the special meeting to a later date or time if necessary or appropriate to ensure that any necessary supplement or amendment to the accompanying proxy statement is provided to Company stockholders a reasonable amount of time in advance of the special meeting or to solicit additional proxies in favor of the Merger Proposal if there are insufficient votes at the time of the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
FOR 6 funds |
| VERISIGN, INC. | May 21, 2026 | Stockholder Proposal Regarding an Independent Chair Policy, if Properly Presented at the Meeting Corporate Governance |
Other | Against | Split 2 FOR, 18 AGAINST |
AGAINST 7 funds |
| VERISK ANALYTICS, INC. | May 19, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 10 AGAINST |
AGAINST 4 funds |
| VERIZON COMMUNICATIONS | May 21, 2026 | Independent board chair Corporate Governance |
Other | Against | Split 1 FOR, 18 AGAINST |
AGAINST 10 funds |
| VERTEX PHARMACEUTICALS INCORPORATED | May 13, 2026 | Shareholder Proposal, if properly presented at the meeting, regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 10 AGAINST |
AGAINST 26 funds |
| VIBRA ENERGIA SA | April 15, 2026 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | Split 1 AGAINST, 1 ABSTAIN |
ABSTAIN 4 funds |
| VOYAGER TECHNOLOGIES, INC. | May 29, 2026 | To approve an adjournment of the Annual Meeting, if necessary, to solicit addition proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 3. Extraordinary Transactions |
Other | For | Split 4 FOR, 1 AGAINST |
FOR 1 fund |
| Volvo AB | April 8, 2026 | Approve Publication of a Report on Company's Climate Policy Commitments and Alignment with the Paris Agreement Environment or Climate |
Other | Against | Split 1 FOR, 7 AGAINST |
AGAINST 12 funds |
| WALMART INC. | June 4, 2026 | Approval of an Amendment to our Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law Director Elections |
Other | For | Split 20 FOR, 3 AGAINST |
AGAINST 31 funds |
| WALMART INC. | June 4, 2026 | Request for Cumulative Voting for Board Elections Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 22 AGAINST |
AGAINST 31 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve an amendment to the Weatherford-Ireland Articles so that any Weatherford-Ireland ordinary shares that are issued on or after the Voting Record Time to persons other than Weatherford-US or its nominee(s) will either be subject to the terms of the Scheme of Arrangement or will be immediately and automatically acquired by Weatherford-US and/or its nominee(s) for the Scheme Consideration (as defined in the Scheme of Arrangement). Corporate Governance |
Other | For | Split 2 FOR, 4 AGAINST |
AGAINST 5 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve any motion to adjourn the AGM, or any adjournments thereof, to another time and place if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the AGM to approve the resolutions proposed at the AGM. Corporate Governance |
Other | For | Split 2 FOR, 4 AGAINST |
FOR 5 funds |
| WEC ENERGY GROUP, INC. | May 7, 2026 | Stockholder proposal to govern by majority vote Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 8 AGAINST |
FOR 11 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 6 AGAINST |
FOR 26 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Request for Board of Directors to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 1 FOR, 25 AGAINST |
| WEST PHARMACEUTICAL SERVICES, INC. | May 4, 2026 | Shareholder proposal regarding an independent Board Chair policy. Corporate Governance |
Other | Against | Split 8 FOR, 10 AGAINST |
AGAINST 4 funds |
| WOOLWORTHS GROUP LTD | October 30, 2025 | Approve Farmed Seafood Reporting Environment or Climate |
Other | Against | Split 5 FOR, 4 AGAINST |
FOR 7 funds |
| WORKDAY, INC. | June 16, 2026 | To consider and vote upon a stockholder proposal regarding disclosure of voting results based on share class. Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 9 AGAINST |
AGAINST 5 funds |
| WYNDHAM HOTELS & RESORTS, INC. | May 14, 2026 | To vote on a stockholder proposal, if properly presented at the meeting, regarding stockholder ability to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 2 AGAINST |
FOR 9 funds |
| YUM! BRANDS, INC. | May 14, 2026 | Shareholder Proposal to Reduce the Percentage of Shares Required to Call a Special Meeting. Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 9 AGAINST |
AGAINST 23 funds |
| ZOETIS INC. | May 20, 2026 | Shareholder proposal to permit shareholder action by written consent. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 12 AGAINST |
AGAINST 9 funds |
| ZURICH INSURANCE GROUP AG | April 8, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 7 funds |
| bioMerieux SA | May 28, 2026 | Appoint Jean-Luc Belingard as Censor Corporate Governance |
Other | For | Split 4 FOR, 4 AGAINST |
FOR 3 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.