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JPMorgan, Schwab and UBS manage millions in Trump's $858 million investment portfolio

Reported by CNBC · cnbc.com · July 29, 2026

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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What to watch: This report cites a concrete figure ($858 million) — compare it against the trailing trend before treating one data point as a turning point.

Amount
$858 million

Market reaction today: $JPM +1.37%

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