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

90.0% When both took a single position, they voted the same way on 90.0% of 5,164 items (4,646 the same, 518 different). 103 items where at least one of them split its funds are listed separately below. Both voted on 5,267 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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 5,2674,646518 10390.0%89.6%
Board proposals 4,6184,121421 7690.7%90.3%
E&S shareholder proposals 1281049 1592.0%91.8%
Other items 52142188 1282.7%82.7%

Where they did not vote alike

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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabJPMorgan
ACCO BRANDS CORPORATION May 19, 2026 Approval of an amendment to the 2022 ACCO Brands Corporation Incentive Plan to increase the number of shares available for future grant and eliminate fungible share counting provisions with respect to new awards.
Compensation
Board For FOR
7 funds
AGAINST
2 funds
ACLARIS THERAPEUTICS, INC. June 4, 2026 To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement accompanying the proxy card.
Say-on-Pay
Board For FOR
3 funds
AGAINST
1 fund
ADEIA INC. May 7, 2026 To approve an amendment to the Amended and Restated 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by an additional 10,700,000 shares of common stock; and
Compensation
Board For FOR
4 funds
AGAINST
4 funds
AES CORP April 29, 2026 Approval, on an advisory basis, of the Company's executive compensation.
Say-on-Pay
Board For FOR
15 funds
AGAINST
2 funds
AGCO CORPORATION April 23, 2026 Non-binding advisory resolution to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
14 funds
AGAINST
6 funds
AGREE REALTY CORPORATION May 14, 2026 To approve, by non-binding vote, executive compensation.
Say-on-Pay
Board For FOR
15 funds
AGAINST
7 funds
AKAMAI TECHNOLOGIES, INC. May 13, 2026 To approve an amendment to our Second Amended and Restated 2013 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 8,000,000 shares.
Compensation
Board For FOR
14 funds
AGAINST
5 funds
AKAMAI TECHNOLOGIES, INC. May 13, 2026 To approve, on an advisory basis, our named executive officer compensation.
Say-on-Pay
Board For FOR
16 funds
AGAINST
5 funds
ALEXANDRIA REAL ESTATE EQUITIES, INC. May 13, 2026 To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement.
Say-on-Pay
Board For FOR
17 funds
AGAINST
10 funds
ALIGN TECHNOLOGY, INC. May 20, 2026 Advisory Vote to Approve the Compensation of our Named Executive Officers
Say-on-Pay
Board For FOR
15 funds
AGAINST
5 funds
ALLOGENE THERAPEUTICS, INC. June 18, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
ALPHABET INC. June 5, 2026 Advisory vote to approve compensation awarded to named executive officers
Say-on-Pay
Board For AGAINST
19 funds
FOR
27 funds
AMBARELLA, INC. June 26, 2026 To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan.
Compensation
Board For AGAINST
5 funds
FOR
3 funds
AMERICAN ELECTRIC POWER COMPANY, INC. April 28, 2026 Approval, on an advisory basis, of the Company's named executive officer compensation.
Say-on-Pay
Board For FOR
15 funds
AGAINST
7 funds
AMNEAL PHARMACEUTICALS, INC. May 6, 2026 Advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
9 funds
AGAINST
3 funds
ANIKA THERAPEUTICS, INC. June 18, 2026 Advisory vote on the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
1 fund
ANIKA THERAPEUTICS, INC. June 18, 2026 Approval of the Amendment to the Anika Therapeutics, Inc. 2017 Omnibus Incentive Plan.
Compensation
Board For FOR
4 funds
AGAINST
1 fund
ANNALY CAPITAL MANAGEMENT, INC. June 10, 2026 Advisory approval of the Company's executive compensation.
Say-on-Pay
Board For FOR
13 funds
AGAINST
6 funds
APA CORPORATION May 21, 2026 Advisory vote to approve the compensation of APA's named executive officers
Say-on-Pay
Board For FOR
17 funds
AGAINST
6 funds
APPIAN CORPORATION June 3, 2026 To approve the Appian Corporation Amended and Restated 2017 Equity Incentive Plan.
Compensation
Board For AGAINST
5 funds
FOR
2 funds
APPLIED OPTOELECTRONICS, INC. June 4, 2026 To approve the 2026 equity incentive plan.
Compensation
Board For AGAINST
4 funds
FOR
4 funds
APTIV PLC April 29, 2026 Say-on-Pay - To approve, by advisory vote, executive compensation.
Say-on-Pay
Board For FOR
13 funds
AGAINST
15 funds
ARCHER AVIATION INC. June 26, 2026 Approval of the redomestication of the Company from Delaware to Texas by conversion.
Extraordinary Transactions
Board For FOR
6 funds
AGAINST
1 fund
ARCHER AVIATION INC. June 26, 2026 Approval, on a non-binding advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
7 funds
FOR
1 fund
ARCUS BIOSCIENCES, INC. June 11, 2026 To ratify the appointment by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2026.
Audit-related
Board For AGAINST
5 funds
FOR
1 fund
ARCUTIS BIOTHERAPEUTICS, INC. June 5, 2026 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
6 funds
AGAINST
1 fund
ARDELYX, INC June 16, 2026 To approve the amendment to the Amended and Restated 2014 Equity Incentive Award Plan, or the Restated Plan, to increase the maximum number of shares of common stock that may be delivered pursuant to awards granted under the Restated Plan by 9,000,000 shares.
Compensation
Board For FOR
5 funds
AGAINST
1 fund
ARISTA NETWORKS, INC. May 29, 2026 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
15 funds
FOR
19 funds
ASANA, INC. June 8, 2026 Approval, on an advisory basis, of the compensation of the Company's named executive officers ("Say-on-Pay").
Say-on-Pay
Board For AGAINST
6 funds
FOR
2 funds
ATRICURE, INC. May 18, 2026 Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2026 Annual Meeting.
Say-on-Pay
Board For FOR
7 funds
AGAINST
3 funds
AVANOS MEDICAL,INC. April 21, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For AGAINST
10 funds
FOR
2 funds
B&G FOODS, INC. May 21, 2026 Approval, by non-binding advisory vote, of executive compensation.
Say-on-Pay
Board For FOR
8 funds
AGAINST
1 fund
BANK OF HAWAII CORPORATION April 24, 2026 Ratification of the Re-appointment of Ernst & Young LLP for 2026.
Audit-related
Board For FOR
7 funds
AGAINST
1 fund
BANK OF HAWAII CORPORATION April 24, 2026 Say on Pay - An advisory vote on executive compensation.
Say-on-Pay
Board For AGAINST
9 funds
FOR
1 fund
BANNER CORPORATION May 20, 2026 Election of Director: Connie R. Collingsworth
Director Elections
Board For FOR
8 funds
AGAINST
1 fund
BANNER CORPORATION May 20, 2026 Election of Director: John R. Layman
Director Elections
Board For FOR
8 funds
AGAINST
1 fund
BANNER CORPORATION May 20, 2026 Election of Director: Roberto R. Herencia
Director Elections
Board For FOR
8 funds
AGAINST
1 fund
BANNER CORPORATION May 20, 2026 Ratification of the Audit Committee's appointment of Baker Tilly US, LLP as the independent registered public accounting firm for the year ending December 31, 2026
Audit-related
Board For FOR
8 funds
AGAINST
1 fund
BAXTER INTERNATIONAL INC. May 5, 2026 Approval of the Baxter International Inc. Second Amended and Restated 2021 Incentive Plan
Compensation
Board For FOR
14 funds
AGAINST
4 funds
BECTON DICKINSON & CO. January 27, 2026 Advisory Vote to Ratify Named Executive Officers' Compensation
Say-on-Pay
Board For FOR
17 funds
AGAINST
11 funds
BELDEN INC. May 21, 2026 Amendment and Restatement of the Belden 2021 Long Term Incentive Plan.
Compensation
Board For FOR
10 funds
AGAINST
3 funds
BENCHMARK ELECTRONICS, INC. May 28, 2026 To approve an amendment to the Benchmark Electronics, Inc. 2019 Omnibus Incentive Compensation Plan to increase the total number of authorized shares of the Company's common stock available for grant hereunder by 1,800,000 shares; and
Compensation
Board For FOR
7 funds
AGAINST
4 funds
BLACKROCK, INC. May 20, 2026 Approval, in a non-binding advisory vote, of the compensation for named executive officers.
Say-on-Pay
Board For AGAINST
17 funds
FOR
8 funds
BLUELINX HOLDINGS May 14, 2026 Proposal to approve an Amendment to the 2021 Long-Term Incentive Plan to increase the number of shares of common stock reserved for Issuance under the plan.
Compensation
Board For FOR
7 funds
AGAINST
2 funds
BORGWARNER INC. April 29, 2026 Approve the Amended and Restated BorgWarner Inc. 2023 Stock Incentive Plan.
Compensation
Board For FOR
12 funds
AGAINST
4 funds
BORR DRILLING LIMITED May 20, 2026 To re-elect Alexandra Kate Blankenship as a Director of the Company.
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
BORR DRILLING LIMITED May 20, 2026 To re-elect Neil J. Glass as a Director of the Company.
Director Elections
Board For AGAINST
1 fund
FOR
1 fund
BORR DRILLING LIMITED May 20, 2026 To re-elect Patrick Schorn as a Director of the Company.
Director Elections
Board For FOR
1 fund
AGAINST
1 fund
BOX, INC. June 25, 2026 To approve an amendment to our Amended and Restated 2015 Equity Incentive Plan to increase the number of shares reserved for issuance by 7,200,000 shares.
Compensation
Board For AGAINST
8 funds
FOR
7 funds
BREAD FINANCIAL HOLDINGS, INC. May 19, 2026 RATIFICATION OF THE SELECTION OF DELOITTE & TOUCHE LLP AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM OF THE COMPANY FOR 2026
Audit-related
Board For FOR
8 funds
AGAINST
1 fund
BRIGHT HORIZONS FAMILY SOLUTIONS INC. June 3, 2026 To approve, on an advisory basis, the 2025 compensation paid by the Company to its Named Executive Officers.
Say-on-Pay
Board For FOR
13 funds
AGAINST
10 funds
BROADCOM INC April 20, 2026 Advisory vote to approve the named executive officer compensation.
Say-on-Pay
Board For AGAINST
18 funds
FOR
37 funds
BROWN & BROWN, INC. May 6, 2026 To approve, on an advisory basis, the compensation of named executive officers.
Say-on-Pay
Board For FOR
15 funds
AGAINST
6 funds
BURLINGTON STORES, INC. May 19, 2026 Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers ("Say-On-Pay")
Say-on-Pay
Board For FOR
13 funds
AGAINST
23 funds
BXP, INC. May 21, 2026 To approve, by non-binding, advisory resolution, the Company's named executive officer compensation.
Say-on-Pay
Board For FOR
17 funds
AGAINST
3 funds
Boston Beer Company, Inc. May 27, 2026 Advisory vote to approve our named executive officers' executive compensation.
Say-on-Pay
Board For AGAINST
9 funds
FOR
3 funds
CABLE ONE, INC. May 14, 2026 To approve the Cable One, Inc. 2026 Omnibus Incentive Compensation Plan.
Compensation
Board For AGAINST
7 funds
FOR
1 fund
CABLE ONE, INC. May 14, 2026 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2025.
Say-on-Pay
Board For FOR
8 funds
AGAINST
1 fund
CAESARS ENTERTAINMENT, INC. June 9, 2026 ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.
Say-on-Pay
Board For FOR
12 funds
AGAINST
2 funds
CALIFORNIA WATER SERVICE GROUP May 20, 2026 Advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
8 funds
AGAINST
3 funds
CALLAWAY GOLF COMPANY May 21, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers
Say-on-Pay
Board For FOR
8 funds
AGAINST
4 funds
CARRIAGE SERVICES, INC. May 12, 2026 Approve our proposed Second Amendment to the Company's 2017 Omnibus Incentive Plan.
Compensation
Board For FOR
4 funds
AGAINST
1 fund
CATHAY GENERAL BANCORP May 18, 2026 Election of Class III Directors, to be elected for the term ending 2029: Richard Sun
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
CDW CORPORATION May 21, 2026 To approve, on an advisory basis, named executive officer compensation.
Say-on-Pay
Board For FOR
15 funds
AGAINST
10 funds
CELCUITY INC. May 14, 2026 To approve the Celcuity Inc. 2026 Stock Incentive Plan.
Compensation
Board For AGAINST
4 funds
FOR
2 funds
CELCUITY INC. May 14, 2026 To approve the Celcuity Inc. Amended and Restated Employee Stock Purchase Plan.
Compensation
Board For AGAINST
4 funds
FOR
2 funds
CEVA, INC. June 2, 2026 Advisory vote to approve named executive officer compensation
Say-on-Pay
Board For AGAINST
5 funds
FOR
1 fund
CHEMED CORPORATION May 18, 2026 Advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
14 funds
AGAINST
10 funds
CHESAPEAKE UTILITIES CORPORATION May 6, 2026 Approve on an advisory non-binding basis the compensation of the Company's Named Executive Officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
7 funds
CIPHER DIGITAL INC. June 2, 2026 Approval, on a non-binding advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
6 funds
AGAINST
3 funds
CLEAR CHANNEL OUTDOOR HOLDINGS, INC. May 12, 2026 A proposal to approve, on an advisory, non-binding basis, the specified compensation that will or may be paid or may become payable to the Company's named executive officers in connection with the Merger (the "Advisory Compensation Proposal").
Say-on-Pay
Board For FOR
7 funds
AGAINST
6 funds
CLEARWATER ANALYTICS HOLDINGS, INC. May 6, 2026 To approve by, advisory (non-binding) vote, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the consummation of the Merger.
Say-on-Pay
Board For FOR
7 funds
AGAINST
3 funds
CLEARWATER PAPER CORPORATION May 7, 2026 Approve the Clearwater Paper Corporation 2026 Stock Incentive Plan.
Compensation
Board For AGAINST
7 funds
FOR
1 fund
CLEARWAY ENERGY, INC. April 29, 2026 To approve a Second Amended and Restated Certificate of Incorporation of Clearway Energy, Inc. (the "Amended Charter") that would (i) provide that each share of Class A common stock, par value $0.01 per share ("Class A common stock"), will be convertible into one share of Class C common stock, par value $0.01 per share, (ii) provide that such conversion (the "Class A Conversion") will occur automatically at 12:01 A.M. (Eastern Time) on the second business day following the filing of the Amended Charter, (iii) provide that, from and after the Class A Conversion, Clearway Energy, Inc. will not have authority to issue or reissue Class A common stock and certain provisions relating to the Class A common stock will have no further force or effect, (iv) reduce the number of authorized shares of Class A common stock to 34,613,853 and (v) update certain other historical matters.
Capital Structure
Board For AGAINST
9 funds
FOR
7 funds
CLEVELAND-CLIFFS INC. May 14, 2026 Approval, on an advisory basis, of Cleveland-Cliffs Inc.'s named executive officers' compensation.
Say-on-Pay
Board For FOR
12 funds
AGAINST
5 funds
CLOUDFLARE, INC. June 30, 2026 Approval and adoption of amendments to establish the Class C common stock.
Capital Structure
Board For AGAINST
8 funds
FOR
10 funds
CLOUDFLARE, INC. June 30, 2026 Approval and adoption of amendments to implement a stock split in which (i) each share of Class A common stock would become one share of Class A common stock and one share of Class C common stock; and (ii) each share of Class B common stock would become one share of Class B common stock and one share of Class C common stock.
Capital Structure
Board For AGAINST
8 funds
FOR
10 funds
CLOUDFLARE, INC. June 30, 2026 Approval and adoption of amendments to increase the number of authorized shares of Class A common stock from 2,250,000,000 to 4,500,000,000.
Capital Structure
Board For AGAINST
8 funds
FOR
10 funds
CLOUDFLARE, INC. June 30, 2026 Approval and adoption of amendments to provide for the equal treatment of shares of Class A common stock, Class B common stock, and Class C common stock in connection with dividends and distributions, certain transactions, and upon our liquidation, dissolution, or winding up.
Capital Structure
Board For AGAINST
8 funds
FOR
10 funds
CLOUDFLARE, INC. June 30, 2026 Approval of the amendment and restatement of our Amended and Restated 2019 Employee Stock Purchase Plan.
Compensation
Board For AGAINST
8 funds
FOR
10 funds
CLOUDFLARE, INC. June 30, 2026 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
10 funds
FOR
12 funds
CNA FINANCIAL CORPORATION April 29, 2026 An advisory (non-binding) vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
14 funds
AGAINST
1 fund
COLUMBIA FINANCIAL, INC. June 25, 2026 The ratification of the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026
Audit-related
Board For FOR
4 funds
AGAINST
1 fund
COMMUNITY FINANCIAL SYSTEM, INC. May 20, 2026 Ratify the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for 2026.
Audit-related
Board For FOR
7 funds
AGAINST
1 fund
COMPX INTERNATIONAL INC. May 20, 2026 Nonbinding advisory vote approving named executive officer compensation.
Say-on-Pay
Board For FOR
2 funds
AGAINST
1 fund
CONSTELLIUM SE May 21, 2026 Re-appointment of Mr. John Ormerod as a director for a term of three years
Director Elections
Board For FOR
4 funds
AGAINST
4 funds
CORCEPT THERAPEUTICS INCORPORATED May 21, 2026 To approve an amendment to the Corcept Therapeutics Incorporated 2024 Incentive Award Plan to increase the number of shares available thereunder and clarify certain other language in the plan.
Compensation
Board For AGAINST
11 funds
FOR
3 funds
COREWEAVE, INC. June 8, 2026 Election of Class I Director: Michael Intrator
Director Elections
Board For WITHHOLD
9 funds
FOR
1 fund
CORPAY, INC. May 7, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For AGAINST
15 funds
FOR
29 funds
COSTAR GROUP, INC. June 23, 2026 Proposal to approve, on an advisory basis, the Company's executive compensation.
Say-on-Pay
Board For AGAINST
16 funds
FOR
2 funds
COTERRA ENERGY INC. May 4, 2026 To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Coterra's named executive officers that is based on or otherwise relates to the merger (the ''Advisory Compensation Proposal''); and
Say-on-Pay
Board For FOR
15 funds
AGAINST
9 funds
CRISPR THERAPEUTICS AG June 4, 2026 Binding vote on maximum equity for members of the Board of Directors from the 2026 Annual General Meeting to the 2027 annual general meeting of shareholders.
Compensation
Board For AGAINST
5 funds
FOR
4 funds
CRISPR THERAPEUTICS AG June 4, 2026 Binding vote on maximum equity for members of the Executive Committee from the 2026 Annual General Meeting to the 2027 annual general meeting of shareholders.
Compensation
Board For AGAINST
5 funds
FOR
4 funds
CRISPR THERAPEUTICS AG June 4, 2026 Non-binding advisory vote on the 2025 Compensation Report.
Say-on-Pay
Board For AGAINST
5 funds
FOR
4 funds
CRISPR THERAPEUTICS AG June 4, 2026 Non-binding advisory vote on the compensation paid to the Company's named executive officers under U.S. securities law requirements.
Say-on-Pay
Board For AGAINST
6 funds
FOR
4 funds
CRISPR THERAPEUTICS AG June 4, 2026 Re-election of Briggs W. Morrison, M.D.
Director Elections
Board For FOR
5 funds
AGAINST
4 funds
CRISPR THERAPEUTICS AG June 4, 2026 Re-election of Sandesh Mahatme, LL.M.
Director Elections
Board For AGAINST
5 funds
FOR
4 funds
CRISPR THERAPEUTICS AG June 4, 2026 Re-election of Simeon J. George, M.D.
Director Elections
Board For FOR
5 funds
AGAINST
4 funds
DARLING INGREDIENTS INC. May 7, 2026 Approve, on an advisory basis, executive compensation.
Say-on-Pay
Board For FOR
11 funds
AGAINST
4 funds
DAUCH CORPORATION April 30, 2026 Approval of Amended and Restated 2018 Omnibus Incentive Plan.
Compensation
Board For FOR
7 funds
AGAINST
1 fund

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← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.