Home › Asset managers › Compare 2025-2026 › Charles Schwab vs JPMorgan
Charles Schwab 2025-2026 · JPMorgan 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 5,267 | 4,646 | 518 | 103 | 90.0% | 89.6% |
| Board proposals | 4,618 | 4,121 | 421 | 76 | 90.7% | 90.3% |
| E&S shareholder proposals | 128 | 104 | 9 | 15 | 92.0% | 91.8% |
| Other items | 521 | 421 | 88 | 12 | 82.7% | 82.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
497 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 |
|---|---|---|---|---|---|---|
| LARIMAR THERAPEUTICS, INC. | May 19, 2026 | Approval, on an Advisory Basis, of the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| LAS VEGAS SANDS CORP. | May 14, 2026 | An advisory (non-binding) vote to approve the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| LATTICE SEMICONDUCTOR CORPORATION | May 1, 2026 | To approve on a non-binding, advisory basis, our Named Executive Officer's compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| LEAR CORPORATION | May 14, 2026 | Approve the amendment and restatement of Lear Corporation's 2019 Long-Term Stock Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 4 funds |
| LEAR CORPORATION | May 14, 2026 | Approve, in a non-binding advisory vote, Lear Corporation's executive compensation. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| LEGALZOOM.COM, INC. | June 3, 2026 | Election of Class II director of the Company to serve for a three-year term and until her successor has been duly elected and qualified, or until her earlier death, resignation, removal, retirement or disqualification: Sivan Whiteley Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| LEGALZOOM.COM, INC. | June 3, 2026 | To conduct an advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| LEGGETT & PLATT, INCORPORATED | May 21, 2026 | Approval of the amendment and restatement of the Flexible Stock Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| LGI HOMES, INC. | April 23, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| LIBERTY GLOBAL LTD | June 23, 2026 | To approve, on an advisory basis, the compensation of our named executive officers as described in this proxy statement under the heading ''Executive Officer and Director Compensation;'' and Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| LINCOLN NATIONAL CORPORATION | May 28, 2026 | The approval of an advisory resolution on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| LITHIA MOTORS, INC. | April 30, 2026 | To approve, by an advisory vote, named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| LIVE NATION ENTERTAINMENT, INC. | June 11, 2026 | To hold an advisory vote on the company's executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 10 funds |
| LIVE OAK BANCSHARES, INC. | May 19, 2026 | Omnibus Stock Incentive Plan. Proposal to approve the Live Oak Bancshares, Inc. 2026 Omnibus Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| LOUISIANA-PACIFIC CORPORATION | May 1, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| LUCID GROUP, INC. | June 4, 2026 | To approve the amendment and restatement of the Lucid Group, Inc. Amended and Restated 2021 Stock Incentive Plan Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| LULULEMON ATHLETICA INC. | June 25, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | Contested | FOR 14 funds |
AGAINST 6 funds |
| MACY'S INC. | May 15, 2026 | Approval of the amendment and restatement of the Macy's, Inc. 2024 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| MAGNOLIA OIL & GAS CORPORATION | May 8, 2026 | Election of Director: Arcilia C. Acosta Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 7 funds |
| MANPOWERGROUP INC. | May 8, 2026 | Approval of the amendment and restatement of the Equity Incentive Plan of ManpowerGroup Inc. Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| MARA HOLDINGS, INC. | June 18, 2026 | A non-binding, advisory vote on the compensation of our Named Executive Officers ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| MAREX GROUP PLC | May 21, 2026 | Special resolution - To approve certain matters in connection with the Scheme. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| MAREX GROUP PLC | May 21, 2026 | Special resolution - To approve certain matters in connection with the issuance of Marex Reissued Shares to New Marex. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| MAREX GROUP PLC | May 21, 2026 | Special resolution - To approve the Deferred Shares Reduction. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| MAREX GROUP PLC | May 21, 2026 | Special resolution - To approve the Scheme Reduction of Capital. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| MAREX GROUP PLC | May 21, 2026 | To re-elect Rob Irvin as a director Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| MARKEL GROUP INC. | May 20, 2026 | Election of Director: Mark M. Besca Director Elections |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| MARQETA, INC. | June 10, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| MARVELL TECHNOLOGY, INC. | June 25, 2026 | An advisory (non-binding) vote to approve compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| MASIMO CORPORATION | May 1, 2026 | To consider and vote on the proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Masimo's named executive officers that is based on or otherwise relates to the Merger (the "Compensation Proposal"). Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| MATCH GROUP, INC. | June 16, 2026 | To approve a non-binding advisory resolution on executive compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 7 funds |
| MATIV HOLDINGS, INC. | April 30, 2026 | Approval of the Second Amendment to the Mativ Holdings, Inc. 2024 Equity and Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| MECHANICS BANCORP | May 28, 2026 | To approve, on an advisory (non-binding) basis, the executive compensation of the Company's named executive officers for 2025. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| MEDIFAST, INC. | May 19, 2026 | Approve the Amended and Restated 2012 Share Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| MGE ENERGY, INC. | May 19, 2026 | Advisory Vote: Approval of the compensation of the named executive officers as disclosed in the proxy statement under the heading "Executive Compensation." Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| MIAMI INTL HLDGS INC | June 16, 2026 | The approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| MILLICOM INTERNATIONAL CELLULAR S.A. | May 20, 2026 | To re-elect Pierre Alain Allemand as a Director for a term ending at the annual general meeting to be held in 2027 (the "2027 AGM").* Director Elections |
Board | For | AGAINST 5 funds |
FOR 14 funds |
| MOBILEYE GLOBAL INC. | June 18, 2026 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| MODERNA, INC. | May 6, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 2 funds |
| MOELIS & COMPANY | June 25, 2026 | To approve, on an advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| MOLINA HEALTHCARE, INC. | May 6, 2026 | To consider and approve an amendment to the Company's 2025 Equity Incentive Plan to increase the number of shares available for issuance under such plan. Compensation |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| MOLINA HEALTHCARE, INC. | May 6, 2026 | To consider and approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 6 funds |
| MORNINGSTAR, INC. | May 7, 2026 | Advisory vote to approve executive compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| NATURE'S SUNSHINE PRODUCTS, INC. | May 6, 2026 | To approve the adoption of the Nature's Sunshine Products, Inc. 2026 Stock Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| NCR ATLEOS CORPORATION | June 30, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to NCR Atleos Corporation's named executive officers that is based on or otherwise relates to the Mergers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| NEWELL BRANDS INC. | May 7, 2026 | Approve the Newell Brands Inc. 2026 Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| NEXTDECADE CORPORATION | June 3, 2026 | To approve and amendment to the Company's 2017 Omnibus Incentive Plan, as amended, to increase the maximum number of shares available under such plan; Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| NLIGHT, INC. | June 5, 2026 | Election of Class II Director: Geoffrey Moore Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 3 funds |
| NMI HOLDINGS, INC. | May 14, 2026 | Advisory approval of NMI Holdings, Inc.'s executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| NRG ENERGY, INC. | April 30, 2026 | To approve the NRG Energy, Inc. 2026 Long-Term Incentive Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| NU SKIN ENTERPRISES, INC. | May 28, 2026 | Advisory approval of our executive compensation Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| NU SKIN ENTERPRISES, INC. | May 28, 2026 | Approval of our Amended and Restated 2024 Omnibus Incentive Plan Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| OCCIDENTAL PETROLEUM CORPORATION | May 1, 2026 | Advisory Vote to Approve Named Executive Officer compensation Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 3 funds |
| OCEANFIRST FINANCIAL CORP. | May 27, 2026 | Approval of the OceanFirst Financial Corp. 2026 Stock Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| OCULAR THERAPEUTIX, INC. | June 10, 2026 | To approve an advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| OIL STATES INTERNATIONAL, INC. | May 12, 2026 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPANY'S EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| OKTA, INC. | June 18, 2026 | To approve, on an advisory non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| OMNICELL, INC. | May 19, 2026 | Say on Pay - An advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| OMNICOM GROUP INC. | May 5, 2026 | Advisory resolution to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 25 funds |
| ONDAS INC. | May 28, 2026 | To approve an amendment to the Ondas Inc. 2021 Stock Incentive Plan, as amended (the "2021 Plan"), to increase the number of shares of Common Stock authorized for issuance under the 2021 Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| ORGANON & CO. | June 9, 2026 | Approval of an amendment and restatement of the Organon & Co. 2021 Incentive Stock Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| ORIC PHARMACEUTICALS, INC. | June 18, 2026 | To approve the ORIC Pharmaceuticals, Inc. 2020 Equity Incentive Plan, as amended and restated. Compensation |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| ORION GROUP HOLDINGS, INC. | May 19, 2026 | The approval of a proposed amendment to the Company's 2022 Long Term Incentive Plan, as amended, to: (i) increase the number of shares of common stock authorized for issuance under the plan by 2,000,000 shares from 3,735,000 shares to 5,735,000 shares; and (ii) expand the per person award limitations thereunder to apply to all Eligible Persons, including all members of the Board. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| OUSTER, INC. | June 17, 2026 | Approval of an amendment to the Company's Certificate of Incorporation, as amended, to increase the number of authorized shares of the Company's common stock, par value $0.0001 per share, from 100,000,000 to 200,000,000. Capital Structure |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| PACIRA BIOSCIENCES, INC. | June 9, 2026 | Approval of our Amended and Restated 2011 Stock Incentive Plan. Compensation |
Board | Contested | AGAINST 8 funds |
FOR 1 fund |
| PACIRA BIOSCIENCES, INC. | June 9, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | Contested | FOR 9 funds |
AGAINST 2 funds |
| PACIRA BIOSCIENCES, INC. | June 9, 2026 | DOMA Nominees Opposed by the Company: Christopher Dennis Director Elections |
Board | Contested | WITHHOLD 8 funds |
FOR 1 fund |
| PACIRA BIOSCIENCES, INC. | June 9, 2026 | DOMA Nominees Opposed by the Company: Oliver Benton Curtis III Director Elections |
Board | Contested | WITHHOLD 8 funds |
FOR 1 fund |
| PAGERDUTY, INC. | June 18, 2026 | To conduct an advisory, non-binding vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| PALOMAR HOLDINGS, INC. | May 21, 2026 | Advisory Vote to Approve Named Executive Officer Compensation ("Say-On-Pay-Vote"). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| PARK HOTELS & RESORTS INC | April 24, 2026 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| PATTERN GROUP INC. | May 15, 2026 | Election of Director: Ann Mather Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| PATTERN GROUP INC. | May 15, 2026 | Election of Director: Scott Hilton Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| PBF ENERGY INC. | April 28, 2026 | Amendment of the 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| PEAPACK-GLADSTONE FINANCIAL CORPORATION | April 29, 2026 | To approve on a non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| PENN ENTERTAINMENT, INC. | June 16, 2026 | Approval of the third amendment to our 2022 Long-Term Incentive Compensation Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| PEPSICO, INC. | May 6, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 31 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | June 30, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| PFIZER INC. | April 23, 2026 | 2026 advisory approval of executive compensation Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 8 funds |
| PFIZER INC. | April 23, 2026 | Approval of the Pfizer Inc. 2019 Stock Plan, as amended April 2026 Compensation |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| PINTEREST, INC. | May 21, 2026 | Approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| POLARIS INC. | April 30, 2026 | Adoption of the Amended and Restated Polaris Inc. 2024 Omnibus Incentive Plan Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| POOL CORPORATION | April 29, 2026 | Say-on-pay vote: Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 9 funds |
| PORCH GROUP, INC. | June 10, 2026 | To approve of, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| PORTLAND GENERAL ELECTRIC CO | April 24, 2026 | To approve, by a non-binding vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 9 funds |
| POSTAL REALTY TRUST INC | May 15, 2026 | Approval of advisory vote on 2025 executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| PREFERRED BANK | May 19, 2026 | Election of Director: Chih-Wei Wu Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PREFERRED BANK | May 19, 2026 | Election of Director: Clark Hsu Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PREFERRED BANK | May 19, 2026 | Election of Director: Gary S. Nunnelly Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PREFERRED BANK | May 19, 2026 | Election of Director: J. Richard Belliston Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PREFERRED BANK | May 19, 2026 | Election of Director: Wayne Wu Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PREFERRED BANK | May 19, 2026 | Election of Director: William C. Y. Cheng Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PROCORE TECHNOLOGIES, INC. | June 4, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| PROG HOLDINGS, INC. | May 6, 2026 | Approval of a non-binding advisory resolution to approve the Company's executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| PROG HOLDINGS, INC. | May 6, 2026 | Approval of the amendment to the PROG Holdings, Inc. Amended and Restated 2015 Equity and Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| PROLOGIS, INC. | April 28, 2026 | Advisory Vote to Approve the Company's Executive Compensation for 2025. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 18 funds |
| PROPETRO HOLDING CORP. | May 19, 2026 | Approval of the Third Amended and Restated 2020 Long-Term Incentive Plan Compensation |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| PROTHENA CORPORATION PLC | May 14, 2026 | To approve, in a non-binding advisory vote, the compensation of the executive officers named in the Company's Proxy Statement for the Annual General Meeting. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| PULMONX CORPORATION | June 4, 2026 | To conduct a non-binding advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| PUMA BIOTECHNOLOGY, INC. | June 11, 2026 | Approve an amendment to extend the expiration date until October 4, 2028 of a warrant held by Alan H. Auerbach, as described in the proxy statement. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 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.