Analysts say that the banking giant faces headwinds from declining net interest income due to lower rates and increased external borrowing. But JPMorgan's strong allowance for credit losses and a low nonperforming asset ratio provide stability and downside protection.

At 11:34 a.m ET, the S&P 500 and the Dow were largely flat, while the tech-heavy Nasdaq ticked up 0.16%, boosted by gains in Meta and Netflix that rose over 1% each. "It is a pause ahead of really big news, which is CPI and earnings. Nobody wants to get offside ahead of the big news," said Jay Hatfield at Infrastructure Capital Advisors.

Wall Street is pointing lower before the opening bell with new tariffs announced for Europe and Mexico and as the unofficial start of earnings season get under way this week. Futures for the S&P 500,