Johnson Controls (JCI) Stock Concentration Calculator
Calculator · free · no signup · JCIQuantify Johnson Controls concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Johnson Controls
Johnson Controls (JCI) is a public Industrial company, incorporated in Ireland and headquartered in Cork, Ireland.
Last close: $149.68 per share (as of 2026-08-18).
Equity grants at Johnson Controls typically include restricted stock units (RSUs).
The company began in 1885 when Warren Johnson commercialized the electric room thermostat, and it now sells building controls, fire and security systems, and HVAC equipment for commercial properties. Service contracts on installed building systems generate recurring revenue that outlasts the original equipment sale by years. Energy-efficiency retrofits are sold on payback periods rather than on capital budgets. The company is incorporated in Ireland following an earlier merger with Tyco. Headquarters are in Cork.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Johnson Controls.
If a meaningful share of your net worth sits in JCI, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with JCI's option-implied volatility.
Example: 5,000 JCI shares at $149.68 is a $748,400 position. A 30% drawdown costs $224,520; a 50% drawdown costs $374,200; a 70% drawdown costs $523,880. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using JCI's option-implied volatility and your cost basis.
All Johnson Controls tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Johnson Controls equity questions
- How much JCI stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your JCI position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Johnson Controls grant ISOs, NSOs, or RSUs?
- Equity compensation at Johnson Controls typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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OptionsAhoy plans your Johnson Controls equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.