Home › Asset managers › Compare 2023-2024 › Equitable vs JPMorgan
Equitable 2023-2024 · JPMorgan 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 11,606 | 9,268 | 443 | 1,895 | 95.4% | 89.2% |
| Board proposals | 9,421 | 7,658 | 276 | 1,487 | 96.5% | 90.2% |
| E&S shareholder proposals | 267 | 81 | 10 | 176 | 89.0% | 76.8% |
| Other items | 1,918 | 1,529 | 157 | 232 | 90.7% | 86.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
2,338 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 |
|---|---|---|---|---|---|---|
| AZRIELI GROUP LTD | January 1, 2024 | REELECT ARIEL KOR AS DIRECTOR Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| AZRIELI GROUP LTD | January 1, 2024 | REELECT DANNA AZRIELI AS DIRECTOR Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| AZRIELI GROUP LTD | January 1, 2024 | REELECT MENACHEM EINAN AS DIRECTOR Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| AZRIELI GROUP LTD | January 1, 2024 | REELECT NAOMI AZRIELI AS DIRECTOR Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| AZRIELI GROUP LTD | January 1, 2024 | REELECT SHARON AZRIELI AS DIRECTOR Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| AZRIELI GROUP LTD | May 2, 2024 | ELECT IRIT SEKLER-PILOSOF AS DIRECTOR Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| BACHEM HOLDING AG | April 24, 2024 | Reelect Alex Faessler as Director Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| BACHEM HOLDING AG | April 24, 2024 | Reelect Helma Wennemers as Director Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| BACHEM HOLDING AG | April 24, 2024 | Reelect Nicole Hoetzer as Director Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| BACHEM HOLDING AG | April 24, 2024 | Reelect Steffen Lang as Director Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| BANCO ACTINVER SA INSTITUCION DE BANCA MU | April 26, 2024 | RATIFY ANTONIO HUGO FRANCK CABRERA AS MEMBER OF TECHNICAL COMMITTEE Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| BANCO ACTINVER SA INSTITUCION DE BANCA MU | April 26, 2024 | RECEIVE CONTROLLING'S REPORT ON RATIFICATION OF MEMBERS AND ALTERNATES OF TECHNICAL COMMITTEE Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| BANCO DE CHILE | March 28, 2024 | ELECT DIRECTOR Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| BANCO DE CREDITO E INVERSIONES | April 9, 2024 | ELECT IGNACIO YARUR ARRASATE AS DIRECTOR Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| BANK LEUMI LE-ISRAEL B.M | July 17, 2023 | REAPPOINT SOMEKH CHAIKIN (KPMG) AND BRIGHTMAN ALMAGOR ZOHAR AND CO. (DELOITTE) AS JOINT AUDITORS AND AUTHORIZE BOARD TO FIX THEIR REMUNERATION Audit-related |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| BEIJER REF AB | April 23, 2024 | Reelect Nathalie Delbreuve as Director Director Elections |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| BIOLIFE SOLUTIONS INC. | July 21, 2023 | Election of Directors: Rachel Ellingson Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 1 fund |
| BKW AG | April 22, 2024 | Reelect Carole Ackermann as Director Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| BKW AG | April 22, 2024 | Reelect Kurt Schaer as Director Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: Arnold Sevell Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 3 funds |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: James R. Allmand, III Director Elections |
Board | For | WITHHOLD 8 funds |
ABSTAIN 3 funds |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: Lawrence A. Cirillo Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 3 funds |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: Alan S. Armstrong Director Elections |
Board | For | WITHHOLD 4 funds |
ABSTAIN 2 funds |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: E. Carey Joullian, IV Director Elections |
Board | For | WITHHOLD 4 funds |
ABSTAIN 2 funds |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: John W. Coffey Director Elections |
Board | For | WITHHOLD 4 funds |
ABSTAIN 2 funds |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: Joseph W. Craft, III Director Elections |
Board | For | WITHHOLD 4 funds |
ABSTAIN 2 funds |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: Peggy I. Simmons Director Elections |
Board | For | WITHHOLD 4 funds |
ABSTAIN 2 funds |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: Stanley A. Lybarger Director Elections |
Board | For | WITHHOLD 4 funds |
ABSTAIN 2 funds |
| BRIDGEBIO PHARMA INC. | June 21, 2024 | To approve an amendment and restatement of the 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan to, among other things, increase the number of shares of common stock reserved for issuance thereunder by 6,500,000 shares. Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| BRIDGEBIO PHARMA INC. | June 21, 2024 | To elect five (5) directors, Eric Aguiar, M.D., Jennifer E. Cook, Andrea J. Ellis, Fred Hassan and Ali J. Satvat, to serve as Class II directors to hold office until the date of the annual meeting of stockholders following the year ending December 31, 2026 and until their successors are duly elected and qualified, or until such director's earlier death, resignation or removal: Eric Aguiar, M.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| CCC INTELLIGENT SOLUTIONS HOLDINGS INC. | May 23, 2024 | Election of Directors: Eric Wei Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| CEMEX SAB DE CV | March 22, 2024 | Elect Francisco Javier Fernandez Carbajal as Chairman of Corporate Practices and Finance Committee Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CEMEX SAB DE CV | March 22, 2024 | Elect Francisco Javier Fernandez Carbajal as Director Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CEMEX SAB DE CV | March 22, 2024 | Elect Francisco Javier Fernandez Carbajal as Member of Audit Committee Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CEMEX SAB DE CV | March 22, 2024 | Elect Isabel Maria Aguilera Navarro as Director Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CEMEX SAB DE CV | March 22, 2024 | Elect Ramiro Gerardo Villareal Morales as Member of Corporate Practices and Finance Committee Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CEMEX SAB DE CV | March 22, 2024 | Elect Ramiro Gerardo Villarreal Morales as Director Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CEMEX SAB DE CV | March 22, 2024 | Elect Rodolfo Garcia Muriel as Director Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CEMEX SAB DE CV | March 22, 2024 | Elect Rodolfo Garcia Muriel as Member of Corporate Practices and Finance Committee Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CHERRY HILL MORTGAGE INVESTMENT CORP. | June 13, 2024 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers for the year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| CHESAPEAKE ENERGY CORP. | June 18, 2024 | Approval of, by non-binding, advisory vote, certain compensation arrangements for Chesapeake's named executive officers in connection with the merger contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 18 funds |
| CLARKSON PLC | May 9, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| CLEARWAY ENERGY INC. | April 25, 2024 | Election of Directors: Brian R. Ford Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 9 funds |
| CLEARWAY ENERGY INC. | April 25, 2024 | Election of Directors: Daniel B. More Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 9 funds |
| CLEARWAY ENERGY INC. | April 25, 2024 | Election of Directors: Jennifer Lowry Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 9 funds |
| COCA-COLA FEMSA SAB DE CV | March 19, 2024 | Elect Victor Alberto Tiburcio Celorio as Director Representing Series L Shareholders Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| COLUMBIA FINANCIAL INC. | June 6, 2024 | Election of Directors (Three-Year Terms): Robert Van Dyk Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| COMSTOCK RESOURCES INC. | June 11, 2024 | ELECTION OF DIRECTORS: Elizabeth B. Davis Director Elections |
Board | For | FOR 7 funds |
ABSTAIN 2 funds |
| COMSTOCK RESOURCES INC. | June 11, 2024 | ELECTION OF DIRECTORS: Morris E. Foster Director Elections |
Board | For | FOR 7 funds |
ABSTAIN 2 funds |
| CONSOLIDATED WATER CO. LTD. | June 24, 2024 | The election of eight directors to the Board of Directors: Brian E. Butler Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 1 fund |
| CONSOLIDATED WATER CO. LTD. | June 24, 2024 | The election of eight directors to the Board of Directors: Leonard J. Sokolow Director Elections |
Board | For | WITHHOLD 8 funds |
ABSTAIN 1 fund |
| CONSOLIDATED WATER CO. LTD. | June 24, 2024 | The election of eight directors to the Board of Directors: Linda Beidler-D'Aguilar Director Elections |
Board | For | WITHHOLD 8 funds |
ABSTAIN 1 fund |
| CUSTOM TRUCK ONE SOURCE INC. | June 13, 2024 | To amend the Custom Truck One Source, Inc. Amended and Restated 2019 Omnibus Incentive Plan to increase the number of shares available for the grant of awards from 14,650,000 shares to 20,650,000 shares. Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| CUSTOM TRUCK ONE SOURCE INC. | June 13, 2024 | To elect each of the three Class B directors to serve until the 2027 annual meeting of stockholders and until his or her successor is duly elected and qualified: Marshall Heinberg Director Elections |
Board | For | WITHHOLD 2 funds |
ABSTAIN 1 fund |
| CUTERA INC. | July 13, 2023 | Election of Director: Janet D. Widmann Other |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| CUTERA INC. | July 13, 2023 | Election of Director: Juliane T. Park Other |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| CUTERA INC. | July 13, 2023 | Election of Director: Sheila A. Hopkins Other |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| DEUTSCHE WOHNEN SE | May 6, 2024 | Elect Fabian Hess to the Supervisory Board Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| DEUTSCHE WOHNEN SE | May 6, 2024 | Elect Florian Stetter to the Supervisory Board Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| DIGITALOCEAN HOLDINGS INC. | June 6, 2024 | Election of Class III Directors: Warren Jenson Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| DINO POLSKA SA | June 26, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| DOMO INC. | June 11, 2024 | Election of Directors: Daniel Daniel Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| DOWNER EDI LTD. | November 22, 2023 | Approve Remuneration Report Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| DRIVEN BRANDS HOLDINGS INC. | May 9, 2024 | Election of Directors: Jose Tomas Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| DUBAI ISLAMIC BANK P.J.S.C | February 27, 2024 | RATIFY AUDITORS AND FIX THEIR REMUNERATION FOR FY 2024 Audit-related |
Board | For | ABSTAIN 1 fund |
AGAINST 3 funds |
| DUOLINGO INC. | June 12, 2024 | Election of Class III Directors: Sara Clemens Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 3 funds |
| DXP ENTERPRISES INC. | June 14, 2024 | Election of Directors: Timothy P. Halter Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| EASTMAN CHEMICAL CO. | May 2, 2024 | Advisory Approval of Executive Compensation as Disclosed in Proxy Statement Say-on-Pay |
Board | Not determined | FOR 17 funds |
AGAINST 15 funds |
| ELEMENT SOLUTIONS INC. | June 4, 2024 | Approval of the Company's 2024 incentive Compensation Plan Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| EMIRATES NBD BANK (P.J.S.C) | February 21, 2024 | Approve Appointment of Auditor and Fix His Remuneration for Fiscal 2024 Audit-related |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| EMPIRE STATE REALTY TRUST INC. | May 9, 2024 | To approve the Empire State Realty Trust, Inc. Empire State Realty OP, L.P. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| ENBRIDGE INC. | May 8, 2024 | Elect Director Steven W. Williams Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| ENCORE WIRE CORP. | May 7, 2024 | BOARD PROPOSAL TO APPROVE AN AMENDMENT TO THE COMPANY'S 2020 LONG TERM INCENTIVE PLAN (THE "2020 PLAN") TO INCREASE THE NUMBER OF SHARES AVAILABLE UNDER THE 2020 PLAN. Compensation |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| ENEL AMERICAS SA | April 30, 2024 | Approve Remuneration of Directors Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| ENEL AMERICAS SA | April 30, 2024 | Elect Directors Director Elections |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| EVT LTD. | October 20, 2023 | Approve Remuneration Report Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| FASTIGHETS AB BALDER | May 3, 2024 | Reelect Sten Duner (Chair) as Director Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| FIGS INC. | June 5, 2024 | Election of Directors: Jeffrey Wilke Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| FIRST BANCORP | May 2, 2024 | Election of Directors: Suzanne S. DeFerie Director Elections |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| FIRST WATCH RESTAURANT GROUP INC. | May 22, 2024 | Election of Directors: Ralph Alvarez Director Elections |
Board | For | WITHHOLD 8 funds |
ABSTAIN 1 fund |
| G-III APPAREL GROUP LTD. | June 18, 2024 | Election of directors: Victor Herrero Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| GEORGE WESTON LTD. | May 7, 2024 | Advisory Vote on Executive Compensation Approach Compensation |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| GITLAB INC. | June 11, 2024 | Elect two Class III directors of GitLab Inc., each to serve a three-year term expiring at the 2027 Annual Meeting of Stockholders and until such director's successor is duly elected and qualified: Sundeep Bedi Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| GJENSIDIGE FORSIKRING ASA | March 20, 2024 | Reelect Gisele Marchand (Chair), Vibeke Krag, Hilde Merete Nafstad, Eivind Elnan, Tor Magne Lonnum and Gunnar Robert Sellaeg as Directors; Elect Gyrid Skalleberg Ingero as New Director Director Elections |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| GLANBIA PLC | May 1, 2024 | Approve Remuneration Policy Compensation |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| GLOBAL INDUSTRIAL CO. | June 3, 2024 | Election of Directors: Chad M. Lindbloom Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| GLOBAL INDUSTRIAL CO. | June 3, 2024 | Election of Directors: Paul S. Pearlman Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| GLOBAL INDUSTRIAL CO. | June 3, 2024 | Election of Directors: Robert D. Rosenthal Director Elections |
Board | For | WITHHOLD 7 funds |
ABSTAIN 2 funds |
| GOGO INC. | June 4, 2024 | Election of two Class II directors to serve until the 2027 annual meeting of stockholders or until their successors are duly elected and qualified: Michele Coleman Mayes Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 5 funds |
| GOOSEHEAD INSURANCE INC. | May 6, 2024 | Election of Directors: Peter Lane Director Elections |
Board | For | WITHHOLD 6 funds |
ABSTAIN 1 fund |
| GROWTHPOINT PROPERTIES LTD. | November 28, 2023 | Approve Implementation of Remuneration Policy Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| GRUPO AEROPORTUARIO DEL PACIFICO SAB DE CV | April 25, 2024 | Ratify Joaquin Vargas Guajardo as Director of Series B Shareholders Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| GRUPO FINANCIERO INBURSA SAB DE CV | April 30, 2024 | Approve Remuneration of Directors and Company Secretary Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| HAMILTON LANE INC. | September 7, 2023 | Election of Directors: O. Griffith Sexton Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 5 funds |
| HELLENIC TELECOMMUNICATIONS ORGANIZATION SA | June 28, 2024 | Advisory Vote on Remuneration Report Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| HENKEL AG & CO. KGAA | April 22, 2024 | Elect Benedikt-Richard Freiherr von Herman to the Supervisory Board Director Elections |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| HERMES INTERNATIONAL SCA | April 30, 2024 | Approve Compensation of Axel Dumas, General Manager Compensation |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| HERMES INTERNATIONAL SCA | April 30, 2024 | Approve Compensation of Emile Hermes SAS, General Manager Compensation |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| HONG KONG EXCHANGES AND CLEARING LTD | April 24, 2024 | TO ELECT ZHANG YICHEN AS DIRECTOR Director Elections |
Board | For | FOR 8 funds |
AGAINST 11 funds |
| IMEIK TECHNOLOGY DEVELOPMENT CO. LTD. | April 17, 2024 | Approve to Appoint Auditor Audit-related |
Board | For | ABSTAIN 1 fund |
FOR 1 fund |
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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.