Home › Asset managers › Compare 2023-2024 › Charles Schwab vs JPMorgan
Charles Schwab 2023-2024 · JPMorgan 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 3,936 | 3,482 | 333 | 121 | 91.3% | 90.4% |
| Board proposals | 3,140 | 2,933 | 137 | 70 | 95.5% | 94.6% |
| E&S shareholder proposals | 217 | 148 | 27 | 42 | 84.6% | 84.2% |
| Other items | 579 | 401 | 169 | 9 | 70.4% | 70.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
42 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 |
|---|---|---|---|---|---|---|
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 2 FOR, 18 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 3 FOR, 33 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 3 FOR, 33 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 3 FOR, 33 AGAINST |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 2 FOR, 9 AGAINST |
| APPLIED MATERIALS INC. | March 7, 2024 | Shareholder proposal requesting that Applied Materials prepare a report disclosing Applied Materials' policy and procedures governing lobbying and payments by Applied Materials used for lobbying. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 7 AGAINST |
| APPLIED MATERIALS INC. | March 7, 2024 | Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gender. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 7 AGAINST |
| BADGER METER INC. | April 26, 2024 | SHAREHOLDER PROPOSAL REQUESTING THE BOARD TO PREPARE A REPORT ON HIRING PRACTICES. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 FOR, 6 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 4 FOR, 31 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 4 FOR, 31 AGAINST |
| BLACKROCK INC. | May 15, 2024 | Shareholder Proposal - Report on Proxy Voting Record and Policies for Climate Change-Related Proposals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 11 AGAINST |
| CATERPILLAR INC. | June 12, 2024 | Shareholder Proposal - Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 5 AGAINST |
| CENTERPOINT ENERGY INC. | April 26, 2024 | Shareholder proposal relating to setting additional interim and long-term Scope 3 emissions goals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 5 AGAINST |
| CHEVRON CORP. | May 29, 2024 | Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 26 AGAINST |
| CHEVRON CORP. | May 29, 2024 | Report on Plastic Demand Scenario Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 26 AGAINST |
| DANAHER CORP. | May 7, 2024 | To act upon a shareholder proposal requesting a report to shareholders on the effectiveness of the Company's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 24 AGAINST |
| EDISON INTERNATIONAL | April 25, 2024 | Shareholder Proposal Regarding Lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 10 AGAINST |
| ENCOMPASS HEALTH CORP. | May 2, 2024 | A vote on a resolution requesting a report on the effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 13 funds |
Split 1 FOR, 13 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 33 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Report on Plastic Production Under SCS Scenario Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 33 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Environmental Justice Impact Assessment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 5 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 5 FOR, 1 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 4 AGAINST |
| IDEX CORP. | May 7, 2024 | Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 9 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 11 AGAINST |
| INTUIT INC. | January 18, 2024 | Stockholder proposal requesting a retirement plan investment report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 3 FOR, 24 AGAINST |
| INTUITIVE SURGICAL INC. | April 25, 2024 | The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 20 AGAINST |
| KEURIG DR PEPPER INC. | June 10, 2024 | To vote on a stockholder proposal requesting additional reporting on plastic packaging, if properly presented at Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 9 AGAINST |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 FOR, 24 AGAINST |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 FOR, 24 AGAINST |
| ROSS STORES INC. | May 22, 2024 | To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 17 AGAINST |
| SEMPRA | May 9, 2024 | Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 12 funds |
Split 1 FOR, 4 AGAINST |
| THE TJX COMPANIES, INC. | June 4, 2024 | Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 3 FOR, 31 AGAINST |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 3 FOR, 21 AGAINST |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | AGAINST 15 funds |
Split 1 FOR, 31 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lead-sheathed cable report Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 2 FOR, 13 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lobbying activities report Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 14 funds |
Split 2 FOR, 13 AGAINST |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 3 FOR, 35 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 31 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 30 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 30 AGAINST |
| YUM! BRANDS INC. | May 16, 2024 | Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 25 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.