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Trump's $858 Million Investment Portfolio Managed by JPMorgan, Schwab, and UBS

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A CNBC analysis has found that JPMorgan, Schwab, UBS, and Stephens Inc. have managed President Donald Trump's $858 million investment portfolio. The financial institutions handling Trump's fortune have remained one of the most mysterious…

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Trump's $858 Million Investment Portfolio Managed by JPMorgan, Schwab, and UBS

A CNBC analysis has found that JPMorgan, Schwab, UBS, and Stephens Inc. have managed President Donald Trump's $858 million investment portfolio. The financial institutions handling Trump's fortune have remained one of the most mysterious parts of his personal finances. The analysis found that these firms have managed Trump's accounts worth at least $858 million, and have been linked to his 2025 annual financial disclosure filed with the Office of Government Ethics.

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