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For years, the financial institutions handling President Donald Trump’s sprawling investment portfolio have remained one of the most mysterious parts of his personal finances.
A CNBC analysis of Trump's 2025 annual financial disclosure filed with the Office of Government Ethics has linked JPMorgan Chase, Charles Schwab, UBSC and Stephens Inc. to at least four of his eight numbered investment accounts.
CNBC traced the connections through firm-specific investment funds, deposit programs and credit arrangements embedded in the portfolios.
Find the full report in related video.
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