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Charles Schwab vs JPMorgan: how alike they voted, 2025-2026

89.6% When both took a single position, they voted the same way on 89.6% of 5,477 items (4,905 the same, 572 different). 103 items where at least one of them split its funds are listed separately below. Both voted on 5,580 items in all.

Charles Schwab 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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	5,580	4,905	572	103	89.6%	89.2%
Board proposals	4,930	4,379	475	76	90.2%	89.8%
E&S shareholder proposals	127	104	8	15	92.9%	92.5%
Other items	523	422	89	12	82.6%	82.6%

Where they did not vote alike

Everything Voted differently Split votes

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

101 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
ZIONS BANCORPORATION	May 1, 2026	Shareholder proposal requesting a report on risks from misalignment between company policies and customer base. Other Social Issues	Other	Against	AGAINST 12 funds	Split 1 FOR, 3 AGAINST

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.