For years, we’ve known very little about the financial firms handling President Trump’s investments, until now. CNBC has linked JPMorgan Chase, Charles Schwab, UBS and Stephens Inc. to at least four of Trump’s investment accounts tracing firm-specific investment funds, deposit programs and credit arrangements buried in Trump’s annual financial disclosure. The filing lists eight numbered investment accounts that held at least $858 million in 2025. But why risk managing Trump’s investments?
Chapters:
00:00 – 01:20: President Trump’s investment portfolio
01:21 – 02:29: Investment accounts
02:30 – 03:35: $858 million
03:36 – 04:56 Politically Exposed Person
Reporter: Luke Fountain
Produced by: Tasia Jensen
Edited by: Darren Geeter, Andrew Evers
Animation: Jason Reginato
Senior Managing Producer: Shawn Baldwin
Additional Footage: Getty Images
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What Do Banks Risk Working With Trump’s $858 Million Investment Portfolio?
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