Quartz·2 min read·medium
JPMorgan, Schwab, and UBS were managing hundreds of millions in Trump's portfolio
✦AI Summary
A CNBC analysis of Donald Trump's 2025 financial disclosure reveals that major financial institutions including JPMorgan, Schwab, and UBS managed significant portions of his investment portfolio. The report identifies these firms as managers for at least four of his eight numbered investment accounts.
A CNBC analysis of Trump's 2025 financial disclosure linked the 4 firms to at least 4 of his 8 numbered investment accounts
businesspolitics
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