Inside the financial network managing Trump's $858 million investment portfolio

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JPMorgan, Schwab, UBS, and Stephens Inc. are managing at least four of former President Trump's eight numbered investment accounts, totaling $858 million, according to a 2025 financial disclosure analysis. The analysis, reported by CNBC and Quartz, highlights the extensive involvement of major banks in the former president's portfolio.

JPMorgan, Schwab, UBS and Stephens Inc. are among the firms that have managed Trump's fortune in accounts worth at least $858 million, a CNBC analysis found. ...

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Inside the financial network managing Trump's $858 million investment portfolio

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