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CNBC

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

Wednesday, July 29, 2026


JPMorgan, Charles Schwab, UBS, and Stephens Inc. manage accounts totaling at least $858 million for Donald Trump, according to a CNBC analysis. The financial institutions hold investments across multiple account types under Trump's name and various trusts.

Original reporting: https://www.cnbc.com/2026/07/29/trump-banking-investments-jpmorgan-schwab-ubs-financial-disclosure.html

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